Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,150,175,184
+$194,483,271 QoQ
Shares Held
15,133,884
-4.7% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#7
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 39%
None 7%
Common Shares in XYZ 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. XYZ ranks #9 (1.3% 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 XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,175,184 | 15,133,884 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $955,691,913 | 15,880,557 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,183,251,574 | 18,178,700 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,451,952,931 | 20,090,673 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,353,272,855 | 19,921,579 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,072,582,092 | 19,741,986 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,659,553,400 | 19,526,455 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,101,203,464 | 16,404,044 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,160,223,071 | 17,990,744 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,459,697,701 | 17,258,190 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,401,457,846 | 18,118,395 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $686,115,859 | 15,501,940 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,214,863,749 | 18,249,418 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,547,838,157 | 22,546,805 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,369,556,946 | 21,794,350 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,265,840,211 | 23,019,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,685,614,000 | 27,426,196 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,765,113,802 | 27,766,326 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,304,696,307 | 26,652,816 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,468,509,258 | 26,970,102 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,049,547,940 | 28,915,291 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,463,275,452 | 28,466,309 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,147,228,519 | 28,244,939 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,705,585,130 | 35,100,493 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,693,352,800 | 35,194,900 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $798,313,780 | 15,240,813 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||