Position in TDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,187,825
-$30,740,421 QoQ
Shares Held
2,543,419
-19.3% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.07909471463412.ToString("F0")%
Shared 0.ToString("F0")%
None 8.92090528536588.ToString("F0")%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,051,541,521 across 149 Software - Infrastructure names. TDC ranks #35 (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 TDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,187,825 | 2,543,419 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $95,928,246 | 3,151,388 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $43,378,480 | 2,016,666 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $49,112,090 | 2,201,349 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $54,967,258 | 2,445,163 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $43,477,825 | 1,395,757 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $30,507,897 | 1,005,534 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $24,838,163 | 718,697 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $29,549,791 | 764,153 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $36,476,689 | 838,352 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $31,992,332 | 710,625 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $42,367,102 | 793,243 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $40,741,443 | 1,011,456 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,407,170 | 576,565 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,818,348 | 477,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,051,937 | 433,719 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,965,613 | 344,200 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $14,335,149 | 337,536 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,376,029 | 407,603 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,171,636 | 323,627 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $7,777,562 | 201,805 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,819,324 | 882,035 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,642,316 | 336,666 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $58,983,015 | 2,835,722 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $55,803,345 | 2,723,443 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||