BOURGEON CAPITAL MANAGEMENT LLC

Position in MSFT — Microsoft Corp

CIK 1088731 Darien, CT

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$18,630,110

-$136,768 QoQ

Shares Held

49,944

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#1,760

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $72,140,817 across 5 Software - Infrastructure names. MSFT ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	150,598	$20,549,097
2	MSFT	Microsoft Corp This page	49,944	$18,630,110
3	XYZ	Block, Inc.	214,413	$16,295,388
4	PANW	Palo Alto Networks Inc	28,776	$9,813,191
5	MDB	MongoDB, Inc.	20,402	$6,853,031

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,630,110	49,944	-1.5%	Shares	Sole	2026-07-22
2026-03-31	$18,766,878	50,698	+11.9%	Shares	Sole	2026-04-13
2025-12-31	$21,917,174	45,319	+6.4%	Shares	Sole	2026-01-15
2025-09-30	$22,061,044	42,593	-3.2%	Shares	Sole	2025-10-21
2025-06-30	$21,882,558	43,993	+0.8%	Shares	Sole	2025-07-18
2025-03-31	$16,387,275	43,654	-20.4%	Shares	Sole	2025-04-09
2024-12-31	$23,118,432	54,848	+3.9%	Shares	Sole	2025-01-17
2024-09-30	$22,715,106	52,789	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$23,472,026	52,516	+1.2%	Shares	Sole	2024-07-11
2024-03-31	$21,830,319	51,888	+0.0%	Shares	Sole	2024-04-19
2023-12-31	$19,505,194	51,870	+0.2%	Shares	Sole	2024-01-30
2023-09-30	$16,344,798	51,765	-2.0%	Shares	Sole	2023-11-01
2023-06-30	$17,982,555	52,806	-0.4%	Shares	Sole	2023-07-20
2023-03-31	$15,281,341	53,005	+0.6%	Shares	Sole	2023-04-17
2022-12-31	$12,636,115	52,690	+14.3%	Shares	Sole	2023-01-20
2022-09-30	$10,738,320	46,107	+1.9%	Shares	Sole	2022-10-27
2022-06-30	$11,623,098	45,256	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$13,836,027	44,877	-0.9%	Shares	Sole	2022-05-03
2021-12-31	$15,230,251	45,285	-1.2%	Shares	Sole	2022-01-31
2021-09-30	$12,925,186	45,847	-0.8%	Shares	Sole	2021-11-09
2021-06-30	$12,520,456	46,218	-11.1%	Shares	Sole	2021-07-19
2021-03-31	$12,263,105	52,013	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$11,572,290	52,029	-0.8%	Shares	Sole	2021-01-29
2020-09-30	$11,036,856	52,474	-4.5%	Shares	Sole	2020-10-28
2020-06-30	$11,186,334	54,967	+10.2%	Shares	Sole	2020-07-27
2020-03-31	$7,868,467	49,892	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.