Position in YMM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,180,020
+$8,225,136 QoQ
Shares Held
10,736,456
+12.9% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 246 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. YMM ranks #40 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in YMM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,180,020 | 10,736,456 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $78,954,884 | 9,512,637 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $158,480,400 | 14,769,842 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $303,232,771 | 23,379,551 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $327,148,333 | 27,700,960 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $343,146,238 | 26,871,280 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $419,714,439 | 38,790,614 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $249,101,872 | 27,647,267 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $201,002,368 | 25,000,295 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $99,787,318 | 13,725,904 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $26,126,800 | 3,727,076 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,045,323 | 2,421,211 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,410,416 | 1,352,157 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,014,754 | 3,155,684 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,453,872 | 1,431,734 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,505,298 | 687,832 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,204,167 | 1,126,288 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,441,730 | 2,165,177 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $25,555,710 | 3,053,251 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $642,342 | 41,901 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,076 | 200 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||