Position in RBRK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$84,335,198
-$10,711,925 QoQ
Shares Held
1,722,181
+38.6% QoQ
Ownership
0.837%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 76.81126432122987.ToString("F0")%
Shared 0.ToString("F0")%
None 23.18873567877012.ToString("F0")%
Common Shares in RBRK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. RBRK ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in RBRK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||