Position in SABR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,285,514
+$10,356,926 QoQ
Shares Held
7,313,645
+115.2% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 250 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SABR 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. SABR ranks #75 (0.0% 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 SABR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,285,514 | 7,313,645 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,928,588 | 3,399,029 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,930,386 | 5,095,875 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,069,931 | 2,770,457 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,760,856 | 3,088,880 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,607,215 | 3,774,811 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,901,610 | 6,548,388 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $33,832,168 | 9,218,576 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,118,522 | 6,411,433 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,682,108 | 5,240,542 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $30,985,390 | 7,042,135 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $19,687,142 | 4,384,665 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $10,840,661 | 3,398,328 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,428,570 | 4,062,605 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,178,585 | 5,045,079 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,859,786 | 2,108,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,502,968 | 3,516,805 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $41,588,520 | 3,638,541 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $36,371,422 | 4,234,159 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,588,189 | 3,259,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $53,794,776 | 4,310,479 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $19,596,559 | 1,323,198 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,096,724 | 2,087,914 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,999,213 | 460,709 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,741,982 | 216,127 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $606,257 | 102,236 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||