Value Aligned Research Advisors’s Astera Labs ALAB Stock Holding History

Value Aligned Research Advisors’s Portfolio ALAB Stock Details ALAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62.3M	Hold	568,316	–	–	0.3%	50
2025 Q4	$94.5M	Sell	568,316 -810,035	-59%	-$136M	0.95%	34
2025 Q3	$270M	Buy	1,378,351 +197,320	+17%	+$32.4M	3.3%	14
2025 Q2	$107M	Sell	1,181,031 -152,167	-11%	-$12M	2.26%	17
2025 Q1	$79.6M	Buy	1,333,198 +1,187,450	+815%	+$110M	5.8%	6
2024 Q4	$19.3M	Buy	+145,748	New	+$13.7M	5.28%	8
2024 Q3	–	Sell	-249,891	Closed	-$15.1M	–	35
2024 Q2	$15.1M	Buy	249,891 +224,465	+883%	+$15.6M	3.31%	12
2024 Q1	$1.89M	Buy	+25,426	New	+$1.88M	0.37%	18

Other funds holding ALAB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Value Aligned Research Advisors's ALAB Position: Q1 2026 in Review

Value Aligned Research Advisors held its Astera Labs (ALAB) position steady in Q1 2026 at 568,316 shares worth $62.3M. The position accounts for 0.3% of the portfolio, ranked #50.

Value Aligned Research Advisors first reported a position in ALAB in Q1 2024 and has held it in 8 quarters since. The position peaked at $270M in Q3 2025. 703 funds tracked by Wall St. Rank hold ALAB as of Q1 2026.

Value Aligned Research Advisors held 568,316 shares of Astera Labs worth $62.3M as of Q1 2026.
Value Aligned Research Advisors left its Astera Labs share count unchanged in Q1 2026.
Astera Labs made up 0.3% of Value Aligned Research Advisors's portfolio in Q1 2026, its #50 holding.
Value Aligned Research Advisors first reported a position in Astera Labs in Q1 2024 and has held it in 8 quarters since.
Value Aligned Research Advisors's Astera Labs position peaked at $270M in Q3 2025.
703 funds tracked by Wall St. Rank held Astera Labs as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.