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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
+12.9%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.94B
AUM Growth
+$1.76B
Cap. Flow
+$1.57B
Cap. Flow %
15.83%
Top 10 Hldgs %
49.81%
Holding
90
New
9
Increased
36
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$301M
2
CRWV
CoreWeave
CRWV
+$299M
3
APLD icon
Applied Digital
APLD
+$163M
4
CORZ icon
Core Scientific
CORZ
+$141M
5
NBIS
Nebius Group N.V.
NBIS
+$134M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$290M
2
CEG icon
Constellation Energy
CEG
+$235M
3
VST icon
Vistra
VST
+$154M
4
ALAB icon
Astera Labs
ALAB
+$136M
5
NRG icon
NRG Energy
NRG
+$125M

Sector Composition

Rank Sector Weight
1 Technology 26.01%
2 Industrials 10.97%
3 Financials 4.09%
4 Utilities 3.09%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
26
Lam Research
LRCX
$382B
$121M 1.22%
707,033
+206,170
+41% +$32.1M
CORZ icon
27
Core Scientific
CORZ
$7.23B
$118M 1.18%
+8,089,697
New +$141M
VST icon
28
Vistra
VST
$55.1B
$116M 1.16%
716,107
-846,143
-54% -$154M
CIFR icon
29
Cipher Digital
CIFR
$9.47B
$110M 1.11%
7,447,495
+2,342,958
+46% +$41.4M
CEG icon
30
Constellation Energy
CEG
$98B
$105M 1.05%
296,877
-646,987
-69% -$235M
ORCL icon
31
CALL
Oracle
ORCL
$331B
$101M 1.02%
518,100
+168,100
+48% +$40M
AVGO icon
32
PUT
Broadcom
AVGO
$1.82T
$100M 1.01%
290,000
+37,400
+15% +$13.4M
AMD icon
33
CALL
Advanced Micro Devices
AMD
$851B
$94.7M 0.95%
442,300
– –
ALAB icon
34
Astera Labs
ALAB
$50B
$94.5M 0.95%
568,316
-810,035
-59% -$136M
AVGO icon
35
Broadcom
AVGO
$1.82T
$76.1M 0.77%
219,909
– –
AAPL icon
36
PUT
Apple
AAPL
$4.89T
$71.8M 0.72%
264,000
+55,400
+27% +$14.9M
SNOW icon
37
Snowflake
SNOW
$92.9B
$68.5M 0.69%
312,224
+99,395
+47% +$24.3M
EME icon
38
Emcor
EME
$33.1B
$68M 0.68%
111,108
+83,929
+309% +$54.3M
MU icon
39
Micron Technology
MU
$1.04T
$62.4M 0.63%
218,808
-1,264,934
-85% -$290M
KLAC icon
40
KLA
KLAC
$275B
$61.7M 0.62%
507,860
+136,460
+37% +$16M
VRT icon
41
CALL
Vertiv
VRT
$112B
$59.1M 0.59%
364,600
+18,300
+5% +$3.18M
TLN
42
Talen Energy Corp
TLN
$17.2B
$59M 0.59%
157,347
-287,692
-65% -$112M
QCOM icon
43
PUT
Qualcomm
QCOM
$176B
$53.8M 0.54%
314,300
-41,200
-12% -$7.06M
SEI
44
Solaris Energy Infrastructure
SEI
$3.31B
$44.9M 0.45%
+975,939
New +$47.2M
AGX icon
45
Argan
AGX
$7.98B
$40.4M 0.41%
128,858
-96,892
-43% -$30.8M
BTDR icon
46
Bitdeer Technologies
BTDR
$2.81B
$36.6M 0.37%
3,267,614
+1,888,825
+137% +$30.4M
STX icon
47
Seagate
STX
$193B
$34.8M 0.35%
+126,282
New +$32.8M
CRWV
48
CALL
CoreWeave
CRWV
$39.2B
$33.9M 0.34%
473,200
– –
ORCL icon
49
Oracle
ORCL
$331B
$27.6M 0.28%
+141,409
New +$33.7M
GTLB icon
50
GitLab
GTLB
$5.28B
$27.4M 0.28%
729,152
+16,968
+2% +$735K
1
2
3 4

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Value Aligned Research Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Value Aligned Research Advisors held 90 positions worth $9.94B, up 21% from $8.19B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Value Aligned Research Advisors deployed $1.57B of net new capital in Q4 2025, opening 9 new positions and adding to 36 existing holdings. Its largest new stake was Lumentum: 1,172,201 shares worth $432M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Micron Technology, an estimated $290M trimmed.

  • Value Aligned Research Advisors's largest Q4 2025 buy was Lumentum: 1,172,201 shares worth $432M.
  • Value Aligned Research Advisors added most to CoreWeave in Q4 2025, an estimated $299M increase.
  • Value Aligned Research Advisors's biggest Q4 2025 reduction was Micron Technology, cutting an estimated $290M.
  • Value Aligned Research Advisors fully exited Fabrinet in Q4 2025, selling an estimated $42.6M.
  • Value Aligned Research Advisors's ten largest holdings make up 50% of its $9.94B portfolio in Q4 2025.
  • Value Aligned Research Advisors opened 9 new positions and closed 4 in Q4 2025.
  • Value Aligned Research Advisors's portfolio value rose 21% quarter-over-quarter to $9.94B.

Based on Value Aligned Research Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.