JAG CAPITAL MANAGEMENT, LLC

Position in MSFT — Microsoft Corp

CIK 1080374 ST LOUIS, MO

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Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$54,049,851

-$3,095,512 QoQ

Shares Held

144,898

-6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.14%

of 13F equity value

Holder Rank

#1,005

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$373,020

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

JAG CAPITAL MANAGEMENT, LLC holds $68,187,833 across 4 Software - Infrastructure names. MSFT ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	144,898	$54,049,851
2	TWLO	Twilio Inc	57,452	$11,854,071
3	ORCL	Oracle Corp	12,908	$1,891,667
4	PLTR	Palantir Technologies Inc.	3,362	$392,244

All Filings in MSFT

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,020	1,000	0.0%	Call	Sole	2026-07-29
2026-06-30	$54,049,851	144,898	-6.1%	Shares	Sole	2026-07-29
2026-03-31	$370,170	1,000	—	Call	Sole	2026-05-06
2026-03-31	$57,145,363	154,376	+32.1%	Shares	Sole	2026-05-06
2025-12-31	$56,506,644	116,841	-1.7%	Shares	Sole	2026-02-06
2025-09-30	$61,586,844	118,905	+8.9%	Shares	Sole	2025-11-10
2025-06-30	$54,286,332	109,138	+1.1%	Shares	Sole	2025-07-28
2025-03-31	$40,536,864	107,986	+17.1%	Shares	Sole	2025-04-24
2024-12-31	$38,871,151	92,221	-18.2%	Shares	Sole	2025-02-06
2024-09-30	$48,524,931	112,770	+9.6%	Shares	Sole	2024-11-04
2024-06-30	$46,000,094	102,920	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$44,574,863	105,949	-4.2%	Shares	Sole	2024-05-01
2023-12-31	$41,568,589	110,543	-34.5%	Shares	Sole	2024-02-08
2023-09-30	$53,260,078	168,678	+0.6%	Shares	Sole	2023-11-15
2023-06-30	$57,096,639	167,665	-1.9%	Shares	Sole	2023-09-07
2023-03-31	$49,250,865	170,832	+0.9%	Shares	Sole	2023-09-07
2022-12-31	$40,595,530	169,275	-4.6%	Shares	Sole	2023-09-07
2022-09-30	$41,319,021	177,411	-8.2%	Shares	Sole	2022-11-14
2022-06-30	$49,626,233	193,226	-11.1%	Shares	Sole	2022-08-01
2022-03-31	$67,008,095	217,340	-6.0%	Shares	Sole	2022-05-11
2021-12-31	$77,766,600	231,228	-5.9%	Shares	Sole	2022-02-14
2021-09-30	$69,271,690	245,714	+0.7%	Shares	Sole	2021-11-01
2021-06-30	$66,104,476	244,018	-0.3%	Shares	Sole	2021-07-23
2021-03-31	$57,696,690	244,716	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$53,842,988	242,078	+0.8%	Shares	Sole	2021-02-01
2020-09-30	$50,517,900	240,184	+6.0%	Shares	Sole	2020-10-21
2020-06-30	$46,093,386	226,492	-4.1%	Shares	Sole	2020-07-23
2020-03-31	$37,244,162	236,156	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.