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VARA
Value Aligned Research Advisors Portfolio holdings
AUM
$40.1B
1-Year Est. Return
376.19%
This Fund
S&P 500
This Quarter
Est. Return
+32.42%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$20.7B
AUM Growth
+$10.8B
(+108%)
Cap. Flow
+$2.55B
Cap. Flow
% of AUM
12.31%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
117
New
31
Increased
40
Reduced
14
Closed
10
Avg Time Held Equity + Options
2.8
quarters
Top 10 Avg Time Held Equity + Options
1.8
quarters
Top 20 Avg Time Held Equity + Options
2.8
quarters
Avg Time Held Equity only
3
quarters
Top 10 Avg Time Held Equity only
2.1
quarters
Top 20 Avg Time Held Equity only
2.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Western Digital
WDC
|
+$338M |
| 2 |
Seagate
STX
|
+$301M |
| 3 |
FTAI Aviation
FTAI
|
+$284M |
| 4 |
Freeport-McMoran
FCX
|
+$267M |
| 5 |
Nebius Group N.V.
NBIS
|
+$250M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$177M |
| 2 |
Vistra
VST
|
+$116M |
| 3 |
Constellation Energy
CEG
|
+$90.2M |
| 4 |
Riot Platforms
RIOT
|
+$68.2M |
| 5 |
Lumentum
LITE
|
+$63.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.23% |
| 2 | Technology | 22.95% |
| 3 | Industrials | 9.28% |
| 4 | Communication Services | 2.94% |
| 5 | Financials | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
KLA
KLAC
$255B
| $211M | 1.02% |
1,434,010
+926,150
| +182% | +$135M |
2025 Q1
4 quarters
|
|
27
PUT
NVIDIA
NVDA
$5.54T
| $175M | 0.84% |
1,001,400
| – | – |
2025 Q2
3 quarters
|
|
28
CALL
Microsoft
MSFT
$3.97T
| $168M | 0.81% |
453,300
+29,200
| +7% | +$12.2M |
2024 Q4
5 quarters
|
|
29
Emcor
EME
$34.8B
| $165M | 0.8% |
223,521
+112,413
| +101% | +$81.8M |
2025 Q3
2 quarters
|
|
30
Iris Energy
IREN
$13.9B
| $163M | 0.79% |
4,767,607
+1,252,360
| +36% | +$56.5M |
2025 Q2
3 quarters
|
|
31
Applied Digital
APLD
$7.16B
| $158M | 0.76% |
6,668,311
+1,024,761
| +18% | +$32.1M |
2025 Q4
1 quarter
|
|
32
CALL
Advanced Micro Devices
AMD
$993B
| $155M | 0.75% |
763,000
+320,700
| +73% | +$68.5M |
2025 Q1
4 quarters
|
|
|
33
NVIDIA
NVDA
$5.54T
| $149M | 0.72% |
853,696
+756,437
| +778% | +$139M |
2024 Q2
7 quarters
|
|
34
Cipher Digital
CIFR
$5.61B
| $142M | 0.68% |
11,001,606
+3,554,111
| +48% | +$56.3M |
2025 Q3
2 quarters
|
|
35
Hut 8
HUT
$10.4B
| $135M | 0.65% |
2,882,566
+94,050
| +3% | +$5.09M |
2025 Q2
3 quarters
|
|
36
CALL
Vertiv
VRT
$93.5B
| $124M | 0.6% |
496,700
+132,100
| +36% | +$29.3M |
2024 Q4
5 quarters
|
|
37
CALL
CoreWeave
CRWV
$45.3B
| $116M | 0.56% |
1,503,500
+1,030,300
| +218% | +$89.4M |
2025 Q2
3 quarters
|
|
38
Core Scientific
CORZ
$4.95B
| $115M | 0.56% |
7,718,962
-370,735
| -5% | -$6.32M |
2025 Q4
1 quarter
|
|
39
TeraWulf
WULF
$6.87B
| $113M | 0.55% |
+7,848,232
| New | +$116M |
2026 Q1
0 quarters
|
|
40
Applied Optoelectronics
AAOI
$9.31B
| $107M | 0.52% |
+1,267,938
| New | +$80.9M |
2026 Q1
0 quarters
|
|
|
41
CALL
Freeport-McMoran
FCX
$106B
| $102M | 0.49% |
+1,742,300
| New | +$105M |
2026 Q1
0 quarters
|
|
42
ASML
ASML
$684B
| $93.2M | 0.45% |
70,548
+70,345
| +34,653% | +$96.4M |
2025 Q4
1 quarter
|
|
43
PUT
Broadcom
AVGO
$1.73T
| $89.8M | 0.43% |
290,000
| – | – |
2025 Q2
3 quarters
|
|
44
CALL
Zoom
ZM
$28.5B
| $88.6M | 0.43% |
+1,101,700
| New | +$92.3M |
2026 Q1
0 quarters
|
|
45
CALL
EQT Corp
EQT
$33B
| $83.3M | 0.4% |
1,308,600
+1,033,000
| +375% | +$60.5M |
2025 Q1
4 quarters
|
|
46
Micron Technology
MU
$1.16T
| $73.9M | 0.36% |
218,808
| – | – |
2024 Q4
5 quarters
|
|
47
Snowflake
SNOW
$130B
| $72.6M | 0.35% |
481,340
+169,116
| +54% | +$31.3M |
2025 Q3
2 quarters
|
|
48
Sandisk
SNDK
$229B
| $66.8M | 0.32% |
+105,199
| New | +$59.4M |
2026 Q1
0 quarters
|
|
|
49
Riot Platforms
RIOT
$6.34B
| $64M | 0.31% |
5,176,918
-4,447,229
| -46% | -$68.2M |
2024 Q4
5 quarters
|
|
50
Astera Labs
ALAB
$59.4B
| $62.3M | 0.3% |
568,316
| – | – |
2024 Q4
5 quarters
|
|
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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 $2.55B 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 Miscellaneous at 59% of assets, up from 51% a quarter earlier, followed by Technology and Industrials.
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.