Position in S
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,080,883
+$4,836,716 QoQ
Shares Held
2,774,360
-15.4% QoQ
Ownership
0.809%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 484 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. S ranks #44 (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 S
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,080,883 | 2,774,360 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $42,244,167 | 3,279,827 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,437,080 | 3,362,472 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $31,470,421 | 1,787,077 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $41,420,008 | 2,265,865 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $34,942,501 | 1,922,030 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,229,177 | 1,541,855 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $29,548,490 | 1,235,305 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $76,980,750 | 3,657,043 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $48,164,048 | 2,066,240 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $70,501,201 | 2,569,286 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,492,151 | 2,460,982 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $49,872,215 | 3,302,796 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $73,555,243 | 4,496,042 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $57,310,347 | 3,928,057 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $36,148,865 | 1,414,275 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,750,515 | 1,703,837 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $128,912,307 | 3,327,628 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $38,681,194 | 766,116 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $24,884,280 | 464,519 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,197,777 | 28,183 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||