Skip to content
Disclosery

Value Aligned Research Advisors, LLC: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on MU, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 733,007 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 733,007 shares
    Change vs previous 13F +514,199 shares

    5.06% of the 13F portfolio, value $846,102,650.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 218,808 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $73,922,095.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 218,808 shares
    Change vs previous 13F -1,264,934 shares

    1.28% of the 13F portfolio, value $62,449,991.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,483,742 shares
    Change vs previous 13F -403,936 shares

    5.73% of the 13F portfolio, value $248,259,711.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,887,678 shares
    Change vs previous 13F +382,618 shares

    10.39% of the 13F portfolio, value $232,656,314.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,505,060 shares
    Change vs previous 13F +1,207,636 shares

    10.62% of the 13F portfolio, value $130,774,663.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 297,424 shares
    Change vs previous 13F +297,424 shares

    6.99% of the 13F portfolio, value $25,031,204.

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005462 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.