Position in ZETA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,025,513
+$17,797,088 QoQ
Shares Held
2,694,386
+21.8% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 414 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ZETA 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. ZETA ranks #41 (0.1% 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 ZETA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,025,513 | 2,694,386 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,228,425 | 2,212,841 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,844,349 | 1,466,553 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $21,055,440 | 1,059,660 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $19,972,862 | 1,289,404 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,312,585 | 908,008 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $54,101,609 | 3,007,316 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $69,576,948 | 2,332,449 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $40,263,651 | 2,281,227 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,919,771 | 541,608 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,994,723 | 793,053 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,813,170 | 576,428 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,762,822 | 440,612 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,752,254 | 438,805 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,127,097 | 137,956 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $833,988 | 126,171 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $712,214 | 157,570 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $283,661 | 22,248 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $76,360 | 9,069 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,562 | 10,847 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $177,886 | 21,177 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||