Position in TOST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$316,931,248
+$7,847,504 QoQ
Shares Held
11,392,209
-2.3% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 772 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. TOST ranks #19 (0.4% 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 TOST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,931,248 | 11,392,209 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $309,083,744 | 11,659,138 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $368,331,941 | 10,372,626 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $354,845,760 | 9,719,139 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $427,762,913 | 9,658,228 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $160,284,865 | 4,832,224 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $129,942,130 | 3,564,942 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $74,785,022 | 2,641,647 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $101,657,979 | 3,944,819 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $114,631,022 | 4,599,961 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $61,838,927 | 3,386,579 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $224,896,461 | 12,007,286 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $108,690,140 | 4,815,691 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,314,334 | 3,397,991 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,816,682 | 2,374,747 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $37,498,357 | 2,242,725 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,464,855 | 2,586,156 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $68,719,211 | 3,162,412 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $38,241,532 | 1,101,744 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $755,092 | 15,117 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||