Ownership history in Value Aligned Research Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Value Aligned Research Advisors, LLC reported a position in MICROSOFT CORP (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 Value Aligned Research Advisors, LLC outperformed the S&P 500 by +3.1% annually on this MSFT position. Timing score: 46% (6/13 decisions correct). Average cost basis: $469.05. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 3.1% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $281.63 (2023 Q1) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 8 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% 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