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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
Cap. Flow
+$10.2B
Cap. Flow %
49.31%
Top 10 Hldgs %
58.62%
Holding
117
New
31
Increased
40
Reduced
14
Closed
10

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$338M
2
STX icon
Seagate
STX
+$301M
3
FTAI icon
FTAI Aviation
FTAI
+$284M
4
FCX icon
Freeport-McMoran
FCX
+$267M
5
NBIS
Nebius Group N.V.
NBIS
+$250M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$177M
2
VST icon
Vistra
VST
+$116M
3
CEG icon
Constellation Energy
CEG
+$90.2M
4
RIOT icon
Riot Platforms
RIOT
+$68.2M
5
LITE icon
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
KLAC icon
26
KLA
KLAC
$278B
$211M 1.02%
1,434,010
+926,150
+182% +$135M
NVDA icon
27
PUT
NVIDIA
NVDA
$4.91T
$175M 0.84%
1,001,400
– –
MSFT icon
28
CALL
Microsoft
MSFT
$2.93T
$168M 0.81%
453,300
+29,200
+7% +$12.2M
EME icon
29
Emcor
EME
$33.1B
$165M 0.8%
223,521
+112,413
+101% +$81.8M
IREN icon
30
Iris Energy
IREN
$12B
$163M 0.79%
4,767,607
+1,252,360
+36% +$56.5M
APLD icon
31
Applied Digital
APLD
$7.37B
$158M 0.76%
6,668,311
+1,024,761
+18% +$32.1M
AMD icon
32
CALL
Advanced Micro Devices
AMD
$808B
$155M 0.75%
763,000
+320,700
+73% +$68.5M
NVDA icon
33
NVIDIA
NVDA
$4.91T
$149M 0.72%
853,696
+756,437
+778% +$139M
CIFR icon
34
Cipher Digital
CIFR
$7.18B
$142M 0.68%
11,001,606
+3,554,111
+48% +$56.3M
HUT
35
Hut 8
HUT
$10.3B
$135M 0.65%
2,882,566
+94,050
+3% +$5.09M
VRT icon
36
CALL
Vertiv
VRT
$111B
$124M 0.6%
496,700
+132,100
+36% +$29.3M
CRWV
37
CALL
CoreWeave
CRWV
$39.9B
$116M 0.56%
1,503,500
+1,030,300
+218% +$89.4M
CORZ icon
38
Core Scientific
CORZ
$6.66B
$115M 0.56%
7,718,962
-370,735
-5% -$6.32M
WULF icon
39
TeraWulf
WULF
$9B
$113M 0.55%
+7,848,232
New +$116M
AAOI icon
40
Applied Optoelectronics
AAOI
$8.22B
$107M 0.52%
+1,267,938
New +$80.9M
FCX icon
41
CALL
Freeport-McMoran
FCX
$83.9B
$102M 0.49%
+1,742,300
New +$105M
ASML icon
42
ASML
ASML
$671B
$93.2M 0.45%
70,548
+70,345
+34,653% +$96.4M
AVGO icon
43
PUT
Broadcom
AVGO
$1.76T
$89.8M 0.43%
290,000
– –
ZM icon
44
CALL
Zoom
ZM
$26.7B
$88.6M 0.43%
+1,101,700
New +$92.3M
EQT icon
45
CALL
EQT Corp
EQT
$31B
$83.3M 0.4%
1,308,600
+1,033,000
+375% +$60.5M
MU icon
46
Micron Technology
MU
$959B
$73.9M 0.36%
218,808
– –
SNOW icon
47
Snowflake
SNOW
$93.2B
$72.6M 0.35%
481,340
+169,116
+54% +$31.3M
SNDK
48
Sandisk
SNDK
$201B
$66.8M 0.32%
+105,199
New +$59.4M
RIOT icon
49
Riot Platforms
RIOT
$6.91B
$64M 0.31%
5,176,918
-4,447,229
-46% -$68.2M
ALAB icon
50
Astera Labs
ALAB
$52B
$62.3M 0.3%
568,316
– –
1
2
3 4 5

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ATO
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EWA
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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.