Position in ZENA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$345,492
-$726,153 QoQ
Shares Held
230,329
-50.8% QoQ
Ownership
0.480%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 69 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in ZENA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. ZENA ranks #113 (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 ZENA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,492 | 230,329 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,071,645 | 467,968 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $419,570 | 131,116 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $365,779 | 76,204 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $79,848 | 21,757 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $131,351 | 50,912 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $432,338 | 56,221 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||