EVERGREEN CAPITAL MANAGEMENT LLC

Position in MSFT — Microsoft Corp

CIK 1260824 Bellevue, WA

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Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$100,703,089

+$16,221,041 QoQ

Shares Held

269,967

+18.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#733

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 66% Shared 33% None 1%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$186,510

CallShares

500

PutValue

$223,812

PutShares

600

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

EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names. MSFT ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	269,967	$100,703,089
2	PANW	Palo Alto Networks Inc	59,279	$20,215,323
3	ORCL	Oracle Corp	95,018	$13,924,887
4	NTAP	NetApp, Inc.	29,337	$4,540,193
5	PLTR	Palantir Technologies Inc.	35,526	$4,144,817
6	FTNT	Fortinet, Inc.	15,865	$2,437,180
7	TWLO	Twilio Inc	10,546	$2,175,955
8	FFIV	F5, Inc.	3,147	$1,309,025

All Filings in MSFT

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,812	600	0.0%	Put	Other	2026-07-23
2026-06-30	$186,510	500	-66.7%	Call	Sole	2026-07-23
2026-06-30	$100,703,089	269,967	+18.3%	Shares	Sole	2026-07-23
2026-03-31	$555,255	1,500	0.0%	Call	Sole	2026-05-14
2026-03-31	$84,482,048	228,225	-13.0%	Shares	Sole	2026-05-14
2026-03-31	$222,102	600	0.0%	Put	Other	2026-05-14
2025-12-31	$725,430	1,500	—	Call	Sole	2026-01-27
2025-12-31	$290,172	600	—	Put	Other	2026-01-27
2025-12-31	$126,929,937	262,458	+13.1%	Shares	Sole	2026-01-27
2025-09-30	$776,925	1,500	0.0%	Call	Sole	2025-10-28
2025-09-30	$310,770	600	-25.0%	Put	Other	2025-10-28
2025-09-30	$120,166,989	232,005	+4.1%	Shares	Sole	2025-10-28
2025-06-30	$110,900,046	222,955	-1.6%	Shares	Other	2025-08-14
2025-06-30	$746,115	1,500	—	Call	Sole	2025-08-14
2025-06-30	$397,928	800	+33.3%	Put	Other	2025-08-14
2025-03-31	$225,234	600	—	Put	Other	2025-05-15
2025-03-31	$85,097,909	226,692	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$95,690,615	227,024	-1.8%	Shares	Other	2025-02-13
2024-09-30	$99,456,099	231,132	-5.8%	Shares	Other	2024-11-14
2024-06-30	$109,668,120	245,370	+4.0%	Shares	Sole	2024-08-14
2024-03-31	$99,300,437	236,025	-2.0%	Shares	Other	2024-05-15
2023-12-31	$90,565,473	240,840	-10.2%	Shares	Other	2024-02-14
2023-09-30	$84,711,935	268,288	-2.0%	Shares	Other	2023-11-14
2023-06-30	$93,216,013	273,730	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$77,797,466	269,849	+20.7%	Shares	Other	2023-05-15
2022-12-31	$53,602,407	223,511	-1.7%	Shares	Other	2023-02-14
2022-09-30	$52,957,034	227,381	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$57,212,221	222,763	-33.8%	Shares	Sole	2022-08-15
2022-03-31	$103,682,186	336,292	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$112,258,571	333,785	+0.4%	Shares	Sole	2022-03-11
2021-09-30	$93,704,851	332,381	+0.9%	Shares	Sole	2021-11-15
2021-06-30	$89,227,416	329,374	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$78,490,190	332,910	+1.5%	Shares	Sole	2021-05-17
2020-12-31	$72,986,678	328,148	+1.5%	Shares	Sole	2021-02-16
2020-09-30	$68,032,500	323,456	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$67,021,541	329,328	+0.6%	Shares	Sole	2020-08-14
2020-03-31	$51,625,264	327,343	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.