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VARA
Value Aligned Research Advisors Portfolio holdings
AUM
$20.7B
1-Year Est. Return
292.88%
This Fund
S&P 500
This Quarter
Est. Return
+32.42%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$20.7B
AUM Growth
+$10.8B
(+108%)
Cap. Flow
+$10.2B
Cap. Flow
% of AUM
49.31%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
117
New
31
Increased
40
Reduced
14
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Western Digital
WDC
|
+$338M |
| 2 |
Seagate
STX
|
+$301M |
| 3 |
FTAI Aviation
FTAI
|
+$284M |
| 4 |
Freeport-McMoran
FCX
|
+$267M |
| 5 |
NBIS
Nebius Group N.V.
NBIS
|
+$250M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$177M |
| 2 |
Vistra
VST
|
+$116M |
| 3 |
Constellation Energy
CEG
|
+$90.2M |
| 4 |
Riot Platforms
RIOT
|
+$68.2M |
| 5 |
Lumentum
LITE
|
+$63.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.95% |
| 2 | Industrials | 9.28% |
| 3 | Communication Services | 2.94% |
| 4 | Financials | 2.3% |
| 5 | Energy | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
CALL
NVIDIA
NVDA
$4.91T
| $3.04B | 14.68% |
17,434,300
+11,758,500
| +207% | +$2.16B |
|
2
CALL
Alphabet (Google) Class A
GOOGL
$4.23T
| $2.3B | 11.12% |
8,005,500
+6,370,900
| +390% | +$2B |
|
3
CALL
Amazon
AMZN
$2.66T
| $2.06B | 9.96% |
9,905,900
+7,862,600
| +385% | +$1.73B |
|
4
CALL
TSMC
TSM
$2.07T
| $930M | 4.49% |
2,752,800
+924,800
| +51% | +$318M |
|
|
5
Lumentum
LITE
$57B
| $743M | 3.59% |
1,057,260
-114,941
| -10% | -$63.1M |
|
|
CRWV
6
CoreWeave
CRWV
$39.9B
| $642M | 3.1% |
8,280,763
+2,252,543
| +37% | +$195M |
|
|
7
PUT
TSMC
TSM
$2.07T
| $636M | 3.07% |
1,881,300
+584,000
| +45% | +$201M |
|
8
Bloom Energy
BE
$61.1B
| $621M | 3% |
4,584,731
+1,108,183
| +32% | +$163M |
|
|
NBIS
9
Nebius Group N.V.
NBIS
$45.1B
| $603M | 2.91% |
5,813,450
+2,507,674
| +76% | +$250M |
|
10
CALL
Intel
INTC
$478B
| $558M | 2.7% |
12,653,400
+1,633,600
| +15% | +$74.9M |
|
11
Vertiv
VRT
$111B
| $486M | 2.35% |
1,939,869
-233,522
| -11% | -$51.8M |
|
12
Celestica
CLS
$34.6B
| $420M | 2.03% |
1,491,494
+341,666
| +30% | +$99.1M |
|
|
13
Seagate
STX
$178B
| $358M | 1.73% |
914,657
+788,375
| +624% | +$301M |
|
|
14
Western Digital
WDC
$164B
| $350M | 1.69% |
+1,295,439
| New | +$338M |
|
15
CALL
Oracle
ORCL
$364B
| $335M | 1.62% |
2,274,700
+1,756,600
| +339% | +$286M |
|
16
Coherent
COHR
$54.3B
| $306M | 1.48% |
1,285,200
-50,017
| -4% | -$11.5M |
|
17
Comfort Systems
FIX
$58.9B
| $295M | 1.42% |
213,637
+66,616
| +45% | +$84.6M |
|
18
CALL
Broadcom
AVGO
$1.76T
| $284M | 1.37% |
916,800
+44,800
| +5% | +$14.7M |
|
19
CALL
ASML
ASML
$671B
| $276M | 1.33% |
+208,700
| New | +$286M |
|
20
EQT Corp
EQT
$31B
| $267M | 1.29% |
4,187,988
+1,272,288
| +44% | +$74.6M |
|
|
21
FTAI Aviation
FTAI
$21.3B
| $262M | 1.27% |
+1,070,892
| New | +$284M |
|
|
22
Freeport-McMoran
FCX
$83.9B
| $260M | 1.26% |
+4,421,462
| New | +$267M |
|
23
Applied Materials
AMAT
$421B
| $250M | 1.21% |
731,704
+193,473
| +36% | +$65.1M |
|
24
CALL
Micron Technology
MU
$959B
| $243M | 1.17% |
718,600
| – | – |
|
25
Lam Research
LRCX
$392B
| $235M | 1.14% |
1,100,556
+393,523
| +56% | +$88M |
|
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Value Aligned Research Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Value Aligned Research Advisors held 117 positions worth $20.7B, up 108% from $9.94B the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Value Aligned Research Advisors deployed $10.2B of net new capital in Q1 2026, opening 31 new positions and adding to 40 existing holdings. Its largest new stake was Western Digital: 1,295,439 shares worth $350M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 26% a quarter earlier, followed by Industrials and Communication Services.
On the sell side, the largest reduction was GE Vernova, an estimated $177M trimmed.
- Value Aligned Research Advisors's largest Q1 2026 buy was Western Digital: 1,295,439 shares worth $350M.
- Value Aligned Research Advisors added most to Seagate in Q1 2026, an estimated $301M increase.
- Value Aligned Research Advisors's biggest Q1 2026 reduction was GE Vernova, cutting an estimated $177M.
- Value Aligned Research Advisors fully exited Vistra in Q1 2026, selling an estimated $116M.
- Value Aligned Research Advisors's ten largest holdings make up 59% of its $20.7B portfolio in Q1 2026.
- Value Aligned Research Advisors opened 31 new positions and closed 10 in Q1 2026.
- Value Aligned Research Advisors's portfolio value rose 108% quarter-over-quarter to $20.7B.
Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.