Ownership history in Curi Capital, LLC Β· 80 quarters on record
This page tracks every 13F SEC filing in which Curi Capital, LLC reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Curi Capital, LLC outperformed the S&P 500 by +8.0% annually on this MSFT position. Timing score: 50% (38/76 decisions correct). Average cost basis: $204.49. Maximum drawdown during holding period: β47.1%.
π₯ Exceptional β beat the S&P 500 by 8.0% per year on this position.
78 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
38 of 76 add/trim decisions correct
Best entry: $13.48 (2009 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
45 adds Β· 33 trims. Bought during 18 of 25 down-price quarters. π More buys than sells across the holding period.
π Curi Capital, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 4.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size