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VARA
Value Aligned Research Advisors Portfolio holdings
AUM
$40.1B
Turnover
24.43%
1-Year Est. Return
376.19%
This Fund
S&P 500
This Quarter Est. Return
+104.39%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$40.1B
AUM Growth
+$19.4B
(+94%)
Cap. Flow
+$1.97B
Cap. Flow % of AUM
Cap. Flow %
4.9%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
131
New
24
Increased
48
Reduced
24
Closed
8
Avg Time Held
Equity + Options
0.8
years
Top 10 Avg Time Held
Equity + Options
0.5
years
Top 20 Avg Time Held
Equity + Options
0.7
years
Avg Time Held Equity only
0.9
years
Top 10 Avg Time Held Equity only
0.5
years
Top 20 Avg Time Held Equity only
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$591M |
| 2 |
TSMC
TSM
|
+$409M |
| 3 |
Amazon
AMZN
|
+$407M |
| 4 |
Micron Technology
MU
|
+$386M |
| 5 |
Sandisk
SNDK
|
+$295M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coherent
COHR
|
+$342M |
| 2 |
Applied Materials
AMAT
|
+$305M |
| 3 |
Lam Research
LRCX
|
+$297M |
| 4 |
Lumentum
LITE
|
+$288M |
| 5 |
KLA
KLAC
|
+$285M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.29% |
| 2 | Technology | 22.75% |
| 3 | Industrials | 9.67% |
| 4 | Communication Services | 5.02% |
| 5 | Financials | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
CALL
Alphabet (Google) Class A
GOOGL
$4.21T
| $4.66B | 11.61% |
13,034,100
+5,028,600
| +63% | +$1.81B |
2024 Q4
6 quarters
|
|
|
2
CALL
Amazon
AMZN
$2.83T
| $4.35B | 10.86% |
18,270,300
+8,364,400
| +84% | +$2.1B |
2024 Q4
6 quarters
|
|
3
CALL
NVIDIA
NVDA
$5.24T
| $4.04B | 10.06% |
20,168,900
+2,734,600
| +16% | +$562M |
2024 Q4
6 quarters
|
|
4
Bloom Energy
BE
$66.8B
| $1.69B | 4.21% |
5,585,179
+1,000,448
| +22% | +$256M |
2024 Q4
6 quarters
|
|
5
Nebius Group N.V.
NBIS
$46.7B
| $1.69B | 4.2% |
6,104,121
+290,671
| +5% | +$57.6M |
2024 Q4
6 quarters
|
|
|
6
CALL
Micron Technology
MU
$1.03T
| $1.16B | 2.89% |
1,004,700
+286,100
| +40% | +$215M |
2024 Q4
6 quarters
|
|
7
CoreWeave
CRWV
$33.8B
| $1.08B | 2.7% |
10,886,110
+2,605,347
| +31% | +$281M |
2025 Q3
3 quarters
|
|
|
8
CALL
TSMC
TSM
$2.19T
| $1.05B | 2.61% |
2,194,700
-558,100
| -20% | -$226M |
2024 Q4
6 quarters
|
|
|
9
PUT
NVIDIA
NVDA
$5.24T
| $892M | 2.22% |
4,455,500
+3,454,100
| +345% | +$710M |
2025 Q2
4 quarters
|
|
|
10
Intel
INTC
$488B
| $886M | 2.21% |
6,345,700
+5,841,959
| +1,160% | +$591M |
2026 Q1
1 quarter
|
|
|
11
CALL
Intel
INTC
$488B
| $881M | 2.2% |
6,307,700
-6,345,700
| -50% | -$642M |
2025 Q2
4 quarters
|
|
|
12
Micron Technology
MU
$1.03T
| $846M | 2.11% |
733,007
+514,199
| +235% | +$386M |
2024 Q4
6 quarters
|
|
|
13
Sandisk
SNDK
$198B
| $709M | 1.77% |
311,782
+206,583
| +196% | +$295M |
2026 Q1
1 quarter
|
|
14
Seagate
STX
$150B
| $685M | 1.71% |
709,357
-205,300
| -22% | -$157M |
2025 Q4
2 quarters
|
|
15
CALL
ASML
ASML
$637B
| $638M | 1.59% |
320,600
+111,900
| +54% | +$178M |
2026 Q1
1 quarter
|
|
16
Western Digital
WDC
$132B
| $631M | 1.57% |
988,429
-307,010
| -24% | -$149M |
2026 Q1
1 quarter
|
|
|
17
Lumentum
LITE
$75.8B
| $630M | 1.57% |
734,687
-322,573
| -31% | -$288M |
2025 Q4
2 quarters
|
|
|
18
PUT
TSMC
TSM
$2.19T
| $622M | 1.55% |
1,302,000
-579,300
| -31% | -$235M |
2025 Q2
4 quarters
|
|
|
19
CALL
CoreWeave
CRWV
$33.8B
| $575M | 1.43% |
5,779,700
+4,276,200
| +284% | +$462M |
2025 Q2
4 quarters
|
|
20
Celestica
CLS
$38B
| $575M | 1.43% |
1,576,402
+84,908
| +6% | +$31.9M |
2024 Q2
8 quarters
|
|
21
PUT
Broadcom
AVGO
$1.6T
| $546M | 1.36% |
1,445,700
+1,155,700
| +399% | +$463M |
2025 Q2
4 quarters
|
|
22
Comfort Systems
FIX
$51.7B
| $483M | 1.2% |
243,607
+29,970
| +14% | +$54.4M |
2025 Q3
3 quarters
|
|
23
Vertiv
VRT
$79.5B
| $481M | 1.2% |
1,437,807
-502,062
| -26% | -$159M |
2023 Q2
12 quarters
|
|
|
24
TSMC
TSM
$2.19T
| $481M | 1.2% |
1,007,480
+1,006,800
| +148,059% | +$409M |
2024 Q2
8 quarters
|
|
|
25
Amazon
AMZN
$2.83T
| $387M | 0.97% |
1,625,565
+1,620,643
| +32,927% | +$407M |
2024 Q4
6 quarters
|
|
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Value Aligned Research Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Value Aligned Research Advisors held 131 positions worth $40.1B, up 94% from $20.7B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Value Aligned Research Advisors deployed $1.97B of net new capital in Q2 2026, opening 24 new positions and adding to 48 existing holdings. Its largest new stake was Cerebras Systems: 1,094,722 shares worth $242M.
By sector, the portfolio is most concentrated in Miscellaneous at 58% of assets, down from 59% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Coherent, an estimated $342M trimmed.
- Value Aligned Research Advisors's largest Q2 2026 buy was Cerebras Systems: 1,094,722 shares worth $242M.
- Value Aligned Research Advisors added most to Intel in Q2 2026, an estimated $591M increase.
- Value Aligned Research Advisors's biggest Q2 2026 reduction was Coherent, cutting an estimated $342M.
- Value Aligned Research Advisors fully exited KLA in Q2 2026, selling an estimated $285M.
- Value Aligned Research Advisors's ten largest holdings make up 54% of its $40.1B portfolio in Q2 2026.
- Value Aligned Research Advisors opened 24 new positions and closed 8 in Q2 2026.
- Value Aligned Research Advisors's portfolio value rose 94% quarter-over-quarter to $40.1B.
Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.