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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
2025
Q2 		– Sell
-38,500
Closed -$2.3M – 85
2025
Q1 		$2.3M Buy
38,500
+30,300
+370% +$2.8M 0.17% 34
2024
Q4 		$190K Buy
+8,200
New +$770K 0.05% 35
2024
Q3 		– Sell
-200
Closed -$1.5K – 34
2024
Q2 		$1.5K Buy
+200
New +$13.9K ﹤0.01% 29

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
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.