SEC 13F Intelligence

Birch Capital Management, LLC / MSFT

Birch Capital Management, LLC’s Microsoft Corp Position

Does Birch Capital Management, LLC own Microsoft Corp (MSFT)? Yes — 31.6K shares worth $12M (+6.13% of its 13F portfolio) as of Q1 2026, down from 31.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
31.6K
% of Portfolio
+6.13%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $16MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.6K$12M+6.13%
Q4 202531.8K$15M+7.67%
Q3 202531.8K$16M+8.40%
Q2 202532.8K$16M+8.35%
Q1 202532.8K$12M+6.40%
Q4 202433.5K$14M+7.10%
Q3 202431.2K$13M+6.57%
Q2 202431.2K$14M+7.26%
Q1 202431.3K$13M+6.83%
Q4 202330.6K$11M+6.59%
Q3 202330.6K$10M+6.10%
Q2 202330.6K$10M+6.34%
Q1 202331.1K$9M+5.78%
Q4 202231.6K$8M+5.22%
Q3 202229.1K$7M+5.12%
Q2 202230.2K$8M+5.53%
Q1 202229.9K$9M+5.67%
Q4 202128.9K$10M+5.83%
Q3 202128.6K$8M+5.48%
Q2 202128.6K$8M+5.27%
Q1 202128.6K$7M+4.97%
Q4 202029.7K$7M+5.04%
Q3 202029.7K$6M+5.43%
Q2 202029.7K$6M+5.66%
Q1 202029.7K$5M+5.39%
Q4 201929.7K$5M+4.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Capital Management, LLC’s full portfolio or all institutional holders of MSFT.