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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
+55.83%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.19B
AUM Growth
+$3.45B
Cap. Flow
+$1.73B
Cap. Flow %
21.12%
Top 10 Hldgs %
46.2%
Holding
83
New
11
Increased
38
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
CRWV
CoreWeave
CRWV
+$364M
2
EQT icon
EQT Corp
EQT
+$100M
3
NRG icon
NRG Energy
NRG
+$83.5M
4
CEG icon
Constellation Energy
CEG
+$73.9M
5
AVGO icon
Broadcom
AVGO
+$67.5M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$200M
2
MU icon
Micron Technology
MU
+$51.7M
3
FN icon
Fabrinet
FN
+$25.3M
4
CORZ icon
Core Scientific
CORZ
+$23M
5
NBIS
Nebius Group N.V.
NBIS
+$15.2M

Sector Composition

Rank Sector Weight
1 Technology 22.17%
2 Utilities 11.81%
3 Industrials 10.02%
4 Financials 4.5%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
PUT
Broadcom
AVGO
$1.81T
$83.3M 1.02%
252,600
+177,700
+237% +$54.5M
COHR icon
27
Coherent
COHR
$55.3B
$73.3M 0.9%
680,599
+448,081
+193% +$44.7M
AVGO icon
28
Broadcom
AVGO
$1.81T
$72.6M 0.89%
219,909
+219,890
+1,157,316% +$67.5M
AMD icon
29
CALL
Advanced Micro Devices
AMD
$851B
$71.6M 0.87%
442,300
– –
HUT
30
Hut 8
HUT
$12.4B
$67.8M 0.83%
1,948,995
+1,021,955
+110% +$26M
LRCX icon
31
Lam Research
LRCX
$380B
$67.1M 0.82%
500,863
+18,533
+4% +$1.96M
CRWV
32
CALL
CoreWeave
CRWV
$39.6B
$64.8M 0.79%
473,200
+79,000
+20% +$9.35M
CIFR icon
33
Cipher Digital
CIFR
$9.46B
$64.3M 0.78%
+5,104,537
New +$38.5M
AGX icon
34
Argan
AGX
$8.01B
$61M 0.74%
225,750
+115,188
+104% +$26.4M
QCOM icon
35
PUT
Qualcomm
QCOM
$175B
$59.1M 0.72%
355,500
+138,800
+64% +$22M
AAPL icon
36
PUT
Apple
AAPL
$4.88T
$53.1M 0.65%
208,600
– –
VRT icon
37
CALL
Vertiv
VRT
$112B
$52.2M 0.64%
346,300
– –
AMAT icon
38
Applied Materials
AMAT
$424B
$50.8M 0.62%
247,969
+137,205
+124% +$24.9M
AAON icon
39
Aaon
AAON
$8.47B
$49.3M 0.6%
527,874
+193,376
+58% +$15.8M
SNOW icon
40
Snowflake
SNOW
$92.9B
$48M 0.59%
+212,829
New +$45.7M
FIX icon
41
Comfort Systems
FIX
$60.7B
$45.1M 0.55%
+54,715
New +$37.1M
FN icon
42
Fabrinet
FN
$17.1B
$42.6M 0.52%
116,817
-76,764
-40% -$25.3M
KLAC icon
43
KLA
KLAC
$274B
$40.1M 0.49%
371,400
+136,290
+58% +$12.7M
EEM icon
44
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$39.9M 0.49%
746,800
– –
GEV icon
45
GE Vernova
GEV
$269B
$33.6M 0.41%
54,717
-329,952
-86% -$200M
GTLB icon
46
GitLab
GTLB
$5.26B
$32.1M 0.39%
+712,184
New +$32.6M
NBIS
47
CALL
Nebius Group N.V.
NBIS
$48.8B
$25.7M 0.31%
228,800
– –
BTDR icon
48
Bitdeer Technologies
BTDR
$2.82B
$23.6M 0.29%
1,378,789
+546,280
+66% +$7.67M
ORCL icon
49
PUT
Oracle
ORCL
$333B
$21.6M 0.26%
76,900
– –
LRCX icon
50
CALL
Lam Research
LRCX
$380B
$19.7M 0.24%
147,300
+1,300
+0.9% +$138K
1
2
3 4

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Value Aligned Research Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Value Aligned Research Advisors held 83 positions worth $8.19B, up 73% from $4.73B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Value Aligned Research Advisors deployed $1.73B of net new capital in Q3 2025, opening 11 new positions and adding to 38 existing holdings. Its largest new stake was CoreWeave: 3,079,120 shares worth $421M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 16% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was GE Vernova, an estimated $200M trimmed.

  • Value Aligned Research Advisors's largest Q3 2025 buy was CoreWeave: 3,079,120 shares worth $421M.
  • Value Aligned Research Advisors added most to EQT Corp in Q3 2025, an estimated $100M increase.
  • Value Aligned Research Advisors's biggest Q3 2025 reduction was GE Vernova, cutting an estimated $200M.
  • Value Aligned Research Advisors fully exited Core Scientific in Q3 2025, selling an estimated $23M.
  • Value Aligned Research Advisors's ten largest holdings make up 46% of its $8.19B portfolio in Q3 2025.
  • Value Aligned Research Advisors opened 11 new positions and closed 2 in Q3 2025.
  • Value Aligned Research Advisors's portfolio value rose 73% quarter-over-quarter to $8.19B.

Based on Value Aligned Research Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.