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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 | |
|---|---|---|---|---|---|---|---|
26
Iris Energy
IREN
$11B
| $387M | 0.97% |
8,467,327
+3,699,720
| +78% | +$192M |
2025 Q2
4 quarters
|
|
27
FTAI Aviation
FTAI
$16.8B
| $377M | 0.94% |
1,393,259
+322,367
| +30% | +$81.1M |
2026 Q1
1 quarter
|
|
28
PUT
Advanced Micro Devices
AMD
$902B
| $356M | 0.89% |
+613,000
| New | +$251M |
2026 Q2
0 quarters
|
|
|
29
CALL
Advanced Micro Devices
AMD
$902B
| $353M | 0.88% |
607,400
-155,600
| -20% | -$63.8M |
2025 Q1
5 quarters
|
|
30
CALL
Microsoft
MSFT
$3.96T
| $349M | 0.87% |
935,900
+482,600
| +106% | +$195M |
2024 Q4
6 quarters
|
|
31
CALL
Oracle
ORCL
$391B
| $308M | 0.77% |
2,099,500
-175,200
| -8% | -$31.8M |
2025 Q1
5 quarters
|
|
32
CALL
Vertiv
VRT
$81.7B
| $305M | 0.76% |
911,000
+414,300
| +83% | +$131M |
2024 Q4
6 quarters
|
|
33
TeraWulf
WULF
$6.37B
| $303M | 0.76% |
12,263,135
+4,414,903
| +56% | +$102M |
2026 Q1
1 quarter
|
|
34
Emcor
EME
$30.8B
| $290M | 0.72% |
349,960
+126,439
| +57% | +$107M |
2025 Q3
3 quarters
|
|
35
Astera Labs
ALAB
$50.3B
| $275M | 0.68% |
568,316
| – | – |
2024 Q4
6 quarters
|
|
36
Cipher Digital
CIFR
$3.79B
| $273M | 0.68% |
11,125,393
+123,787
| +1% | +$2.61M |
2025 Q3
3 quarters
|
|
37
CALL
Broadcom
AVGO
$1.61T
| $247M | 0.62% |
655,000
-261,800
| -29% | -$105M |
2024 Q4
6 quarters
|
|
38
EQT Corp
EQT
$33.8B
| $245M | 0.61% |
4,614,894
+426,906
| +10% | +$24M |
2025 Q1
5 quarters
|
|
39
Cerebras Systems
CBRS
$28B
| $242M | 0.6% |
+1,094,722
| New | +$258M |
2026 Q2
0 quarters
|
|
40
Applied Optoelectronics
AAOI
$6.56B
| $236M | 0.59% |
1,595,124
+327,186
| +26% | +$53.2M |
2026 Q1
1 quarter
|
|
41
Core Scientific
CORZ
$4.58B
| $235M | 0.59% |
9,187,797
+1,468,835
| +19% | +$34.6M |
2025 Q4
2 quarters
|
|
42
CALL
Nebius Group N.V.
NBIS
$46.6B
| $231M | 0.58% |
837,500
+409,500
| +96% | +$81.1M |
2024 Q4
6 quarters
|
|
43
CALL
Zoom
ZM
$29B
| $224M | 0.56% |
2,600,700
+1,499,000
| +136% | +$142M |
2026 Q1
1 quarter
|
|
44
Applied Digital
APLD
$6.34B
| $207M | 0.52% |
5,546,030
-1,122,281
| -17% | -$43.3M |
2025 Q4
2 quarters
|
|
|
45
PUT
Microsoft
MSFT
$3.96T
| $201M | 0.5% |
+538,900
| New | +$218M |
2026 Q2
0 quarters
|
|
46
EchoStar
ECHO
$26.9B
| $193M | 0.48% |
+1,905,515
| New | +$233M |
2026 Q2
0 quarters
|
|
47
Forgent Power Solutions
FPS
$8.72B
| $176M | 0.44% |
+3,158,622
| New | +$144M |
2026 Q2
0 quarters
|
|
|
48
CALL
Sandisk
SNDK
$199B
| $171M | 0.43% |
75,300
+19,200
| +34% | +$27.4M |
2026 Q1
1 quarter
|
|
49
Hut 8
HUT
$8.82B
| $166M | 0.41% |
1,440,342
-1,442,224
| -50% | -$140M |
2025 Q2
4 quarters
|
|
50
NVIDIA
NVDA
$5.36T
| $160M | 0.4% |
800,769
-52,927
| -6% | -$10.9M |
2024 Q2
8 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.