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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
+68.63%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.73B
AUM Growth
+$3.36B
Cap. Flow
+$2.1B
Cap. Flow %
44.34%
Top 10 Hldgs %
52.79%
Holding
86
New
25
Increased
33
Reduced
14
Closed
14

Top Buys

Rank Stock Value
1
CLS icon
Celestica
CLS
+$73.9M
2
LRCX icon
Lam Research
LRCX
+$36.5M
3
MU icon
Micron Technology
MU
+$35.7M
4
IREN icon
Iris Energy
IREN
+$26.5M
5
AAON icon
Aaon
AAON
+$26M

Top Sells

Rank Stock Value
1
NRG icon
NRG Energy
NRG
+$51.2M
2
GEV icon
GE Vernova
GEV
+$45.8M
3
ONTO icon
Onto Innovation
ONTO
+$27.2M
4
CRDO icon
Credo Technology Group
CRDO
+$26.8M
5
COHR icon
Coherent
COHR
+$21M

Sector Composition

Rank Sector Weight
1 Technology 15.96%
2 Utilities 14.15%
3 Industrials 11.12%
4 Communication Services 2.89%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BE icon
26
Bloom Energy
BE
$61.8B
$48.9M 1.03%
2,044,417
+435,230
+27% +$8.43M
IREN icon
27
Iris Energy
IREN
$14.5B
$47.6M 1.01%
+3,266,148
New +$26.5M
LRCX icon
28
Lam Research
LRCX
$400B
$47M 0.99%
482,330
+460,816
+2,142% +$36.5M
VRT icon
29
CALL
Vertiv
VRT
$117B
$44.5M 0.94%
346,300
+260,600
+304% +$25.3M
AAPL icon
30
PUT
Apple
AAPL
$4.72T
$42.8M 0.9%
+208,600
New +$42.1M
EEM icon
31
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$36M 0.76%
+746,800
New +$33.6M
QCOM icon
32
PUT
Qualcomm
QCOM
$180B
$34.5M 0.73%
+216,700
New +$31.9M
EQT icon
33
EQT Corp
EQT
$33.4B
$26.4M 0.56%
452,481
+449,631
+15,777% +$24.3M
AAON icon
34
Aaon
AAON
$8.82B
$24.7M 0.52%
334,498
+296,036
+770% +$26M
AGX icon
35
Argan
AGX
$8.44B
$24.4M 0.51%
+110,562
New +$19.9M
CORZ icon
36
Core Scientific
CORZ
$7.62B
$23M 0.49%
+1,349,657
New +$13.5M
KLAC icon
37
KLA
KLAC
$286B
$21.1M 0.44%
235,110
+225,040
+2,235% +$16.9M
NVDA icon
38
NVIDIA
NVDA
$5.06T
$20.8M 0.44%
131,430
+106,864
+435% +$13.4M
COHR icon
39
Coherent
COHR
$61.3B
$20.7M 0.44%
232,518
-292,466
-56% -$21M
AVGO icon
40
PUT
Broadcom
AVGO
$1.87T
$20.6M 0.44%
+74,900
New +$16.3M
AMAT icon
41
Applied Materials
AMAT
$447B
$20.3M 0.43%
110,764
+53,576
+94% +$8.49M
HUT
42
Hut 8
HUT
$13.2B
$17.2M 0.36%
+927,040
New +$13.8M
ORCL icon
43
PUT
Oracle
ORCL
$346B
$16.8M 0.36%
+76,900
New +$12.4M
AMZN icon
44
PUT
Amazon
AMZN
$2.51T
$16.3M 0.35%
+74,500
New +$14.7M
EQT icon
45
CALL
EQT Corp
EQT
$33.4B
$14.5M 0.31%
249,400
+245,400
+6,135% +$13.2M
LRCX icon
46
CALL
Lam Research
LRCX
$400B
$14.2M 0.3%
146,000
+129,800
+801% +$10.3M
NBIS
47
CALL
Nebius Group N.V.
NBIS
$56.1B
$12.7M 0.27%
228,800
+191,800
+518% +$6.6M
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$3.88T
$12.6M 0.27%
71,693
+67,846
+1,764% +$11.1M
VST icon
49
CALL
Vistra
VST
$57B
$11.3M 0.24%
58,500
-11,500
-16% -$1.7M
TSSI
50
TSS Inc
TSSI
$294M
$10.2M 0.22%
353,149
+101,021
+40% +$1.33M
1
2
3 4

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Value Aligned Research Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Value Aligned Research Advisors held 86 positions worth $4.73B, up 245% from $1.37B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Value Aligned Research Advisors deployed $2.1B of net new capital in Q2 2025, opening 25 new positions and adding to 33 existing holdings. Its largest new stake was Iris Energy: 3,266,148 shares worth $47.6M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 29% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was NRG Energy, an estimated $51.2M trimmed.

  • Value Aligned Research Advisors's largest Q2 2025 buy was Iris Energy: 3,266,148 shares worth $47.6M.
  • Value Aligned Research Advisors added most to Celestica in Q2 2025, an estimated $73.9M increase.
  • Value Aligned Research Advisors's biggest Q2 2025 reduction was NRG Energy, cutting an estimated $51.2M.
  • Value Aligned Research Advisors fully exited Onto Innovation in Q2 2025, selling an estimated $27.2M.
  • Value Aligned Research Advisors's ten largest holdings make up 53% of its $4.73B portfolio in Q2 2025.
  • Value Aligned Research Advisors opened 25 new positions and closed 14 in Q2 2025.
  • Value Aligned Research Advisors's portfolio value rose 245% quarter-over-quarter to $4.73B.

Based on Value Aligned Research Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.