Generalist · New York, NY
Morgan Stanley
- Software
- $111B
- Weight of 13F
- 6.0%
- Names
- 131
- Vs prior quarter
- +$7.7B
Filed 13 August 2026.
45,905 positions in the whole 13F.
Software held
- MicrosoftMSFT127,674,661 shares · 43.1% of their software$47.6B+$1.4B
- Palo Alto NetworksPANW29,450,112 shares · 9.1% of their software$10.0B+$4.9B
- CrowdStrikeCRWD6,494,547 shares · 4.5% of their software$5.0BFlat
- OracleORCL31,000,409 shares · 4.1% of their software$4.5B+$168M
- PalantirPLTR34,021,287 shares · 3.6% of their software$4.0B−$741M
- CloudflareNET46,500,327 shares · 3.4% of their software$3.8B+$503M
- SalesforceCRM23,311,316 shares · 3.3% of their software$3.7B−$2.3B
- AppLovinAPP5,791,247 shares · 2.7% of their software$3.0B+$753M
- ShopifySHOP25,517,034 shares · 2.6% of their software$2.9B−$16.9M
- ServiceNowNOW26,630,984 shares · 2.4% of their software$2.6B+$203M
- SynopsysSNPS3,768,607 shares · 1.5% of their software$1.7B+$129M
- CadenceCDNS3,585,961 shares · 1.2% of their software$1.3B+$380M