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Equibles

MORGAN STANLEY

Position in TLS — Telos Corp

CIK 895421 NEW YORK, NY
Back to TLS Full portfolio

Position in TLS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$873,629
-$45,871 QoQ
Shares Held
189,920
-13.5% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 159 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in TLS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. TLS ranks #97 (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 TLS

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $873,629 189,920
2026-03-31 $919,500 219,452
2025-12-31 $1,153,132 226,105
2025-09-30 $1,832,165 267,861
2025-06-30 $512,558 161,691
2025-03-31 $274,815 115,470
2024-12-31 $641,982 187,715
2024-09-30 $827,173 230,411
2024-06-30 $1,152,081 286,588
2024-03-31 $565,932 136,042
2023-12-31 $466,343 127,766
2023-09-30 $295,552 123,663
2023-06-30 $546,339 213,415
2023-03-31 $468,143 185,038
2022-12-31 $896,085 176,049
2022-09-30 $1,737,165 195,407
2022-06-30 $1,405,561 173,956
2022-03-31 $2,205,141 221,178
2021-12-31 $4,860,258 315,192
2021-09-30 $5,390,219 189,663
2021-06-30 $13,086,331 384,779
2021-03-31 $5,688,643 150,017
2020-12-31 $2,852,373 86,488