Position in ZS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$179,832,693
-$170,511,689 QoQ
Shares Held
1,281,864
-17.7% QoQ
Ownership
0.793%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69.70037383060918.ToString("F0")%
Shared 0.ToString("F0")%
None 30.299626169390827.ToString("F0")%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. ZS ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in ZS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,832,693 | 1,281,864 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $350,344,382 | 1,557,640 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $372,220,266 | 1,242,142 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $440,113,735 | 1,401,904 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $210,581,354 | 1,061,291 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $201,897,185 | 1,119,102 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $201,998,764 | 1,181,694 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $204,144,787 | 1,062,203 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $207,107,294 | 1,075,156 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $343,802,843 | 1,551,737 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $135,679,452 | 872,032 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $121,736,222 | 832,100 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $82,077,623 | 702,539 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $105,742,472 | 944,973 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $105,878,602 | 644,148 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $94,865,735 | 634,511 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $91,789,664 | 380,428 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $508,870,717 | 1,583,639 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,349,856 | 283,540 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $74,519,090 | 344,900 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $58,116,301 | 338,535 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $62,523,008 | 313,069 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $34,660,245 | 246,359 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,498,612 | 296,791 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,658,115 | 158,694 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||