Position in TLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$919,500
-$233,632 QoQ
Shares Held
219,452
-2.9% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 95.84692780197948.ToString("F0")%
Shared 0.ToString("F0")%
None 4.153072198020523.ToString("F0")%
Common Shares in TLS 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. TLS ranks #105 (0.0% 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 TLS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $919,500 | 219,452 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,153,132 | 226,105 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,832,165 | 267,861 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $512,558 | 161,691 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $274,815 | 115,470 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $641,982 | 187,715 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $827,173 | 230,411 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,152,081 | 286,588 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $565,932 | 136,042 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $466,343 | 127,766 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $295,552 | 123,663 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $546,339 | 213,415 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $468,143 | 185,038 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $896,085 | 176,049 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,737,165 | 195,407 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,405,561 | 173,956 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,205,141 | 221,178 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,860,258 | 315,192 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,390,219 | 189,663 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,086,331 | 384,779 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,688,643 | 150,017 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,852,373 | 86,488 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||