Position in RBRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$123,843,376
+$39,508,178 QoQ
Shares Held
1,542,643
-10.4% QoQ
Ownership
0.749%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 573 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in RBRK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. RBRK ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in RBRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,843,376 | 1,542,643 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $84,335,198 | 1,722,181 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $95,047,123 | 1,242,771 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $138,370,818 | 1,682,320 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $82,661,374 | 922,663 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $88,118,231 | 1,445,035 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $63,601,551 | 973,096 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,281,574 | 133,175 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,879,058 | 61,287 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||