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VARA
Value Aligned Research Advisors Portfolio holdings
AUM
$40.1B
Turnover
24.43%
1-Year Est. Return
376.19%
This Fund
S&P 500
This Quarter Est. Return
+104.39%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$40.1B
AUM Growth
+$19.4B
(+94%)
Cap. Flow
+$1.97B
Cap. Flow % of AUM
Cap. Flow %
4.9%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
131
New
24
Increased
48
Reduced
24
Closed
8
Avg Time Held
Equity + Options
0.8
years
Top 10 Avg Time Held
Equity + Options
0.5
years
Top 20 Avg Time Held
Equity + Options
0.7
years
Avg Time Held Equity only
0.9
years
Top 10 Avg Time Held Equity only
0.5
years
Top 20 Avg Time Held Equity only
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$591M |
| 2 |
TSMC
TSM
|
+$409M |
| 3 |
Amazon
AMZN
|
+$407M |
| 4 |
Micron Technology
MU
|
+$386M |
| 5 |
Sandisk
SNDK
|
+$295M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coherent
COHR
|
+$342M |
| 2 |
Applied Materials
AMAT
|
+$305M |
| 3 |
Lam Research
LRCX
|
+$297M |
| 4 |
Lumentum
LITE
|
+$288M |
| 5 |
KLA
KLAC
|
+$285M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.29% |
| 2 | Technology | 22.75% |
| 3 | Industrials | 9.67% |
| 4 | Communication Services | 5.02% |
| 5 | Financials | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.54T
| $154M | 0.38% |
407,611
+358,700
| +733% | +$144M |
2024 Q2
8 quarters
|
|
52
ASML
ASML
$601B
| $140M | 0.35% |
70,548
| – | – |
2025 Q4
2 quarters
|
|
53
ACM Research
ACMR
$3.42B
| $134M | 0.33% |
1,053,949
+98,022
| +10% | +$6.93M |
2026 Q1
1 quarter
|
|
54
Alphabet (Google) Class A
GOOGL
$3.97T
| $132M | 0.33% |
370,302
+358,800
| +3,119% | +$129M |
2024 Q4
6 quarters
|
|
|
55
Coherent
COHR
$40.9B
| $126M | 0.31% |
319,191
-966,009
| -75% | -$342M |
2023 Q3
11 quarters
|
|
56
CALL
Freeport-McMoran
FCX
$92.8B
| $122M | 0.3% |
1,935,000
+192,700
| +11% | +$12.4M |
2026 Q1
1 quarter
|
|
|
57
CALL
Applied Materials
AMAT
$298B
| $110M | 0.27% |
151,500
| – | – |
2025 Q3
3 quarters
|
|
58
SpaceX
SPCX
$1.97T
| $101M | 0.25% |
+589,723
| New | +$100M |
2026 Q2
0 quarters
|
|
59
Credo Technology Group
CRDO
$30.6B
| $91.9M | 0.23% |
+337,998
| New | +$66.8M |
2026 Q2
0 quarters
|
|
60
Advanced Micro Devices
AMD
$829B
| $90.4M | 0.23% |
+155,600
| New | +$63.8M |
2026 Q2
0 quarters
|
|
61
Riot Platforms
RIOT
$4.84B
| $90.1M | 0.22% |
3,290,544
-1,886,374
| -36% | -$42.5M |
2024 Q4
6 quarters
|
|
62
Bitdeer Technologies
BTDR
$1.98B
| $82.6M | 0.21% |
5,203,764
+1,157,551
| +29% | +$16.6M |
2025 Q2
4 quarters
|
|
|
63
CALL
Lam Research
LRCX
$288B
| $80M | 0.2% |
184,700
-21,900
| -11% | -$6.65M |
2025 Q1
5 quarters
|
|
|
64
PUT
Freeport-McMoran
FCX
$92.8B
| $80M | 0.2% |
+1,272,200
| New | +$81.8M |
2026 Q2
0 quarters
|
|
65
CALL
EQT Corp
EQT
$34.2B
| $73.6M | 0.18% |
1,384,900
+76,300
| +6% | +$4.28M |
2025 Q1
5 quarters
|
|
66
CALL
TeraWulf
WULF
$5.65B
| $68M | 0.17% |
2,754,200
+1,527,200
| +124% | +$35.1M |
2026 Q1
1 quarter
|
|
67
Fervo Energy
FRVO
$2.43B
| $63.2M | 0.16% |
+2,160,607
| New | +$78M |
2026 Q2
0 quarters
|
|
68
Sterling Infrastructure
STRL
$11.4B
| $61.6M | 0.15% |
73,360
-16,112
| -18% | -$11.3M |
2026 Q1
1 quarter
|
|
69
CALL
Iris Energy
IREN
$10.1B
| $61.5M | 0.15% |
1,344,000
+721,700
| +116% | +$37.5M |
2026 Q1
1 quarter
|
|
70
PUT
Oracle
ORCL
$381B
| $61.3M | 0.15% |
418,200
+341,300
| +444% | +$61.9M |
2025 Q2
4 quarters
|
|
71
CALL
Celestica
CLS
$33.9B
| $59.8M | 0.15% |
163,900
+150,400
| +1,114% | +$56.4M |
2024 Q4
6 quarters
|
|
72
Legence Corp
LGN
$2.83B
| $59M | 0.15% |
692,150
+384,009
| +125% | +$31.3M |
2025 Q3
3 quarters
|
|
73
PUT
Meta Platforms (Facebook)
META
$1.65T
| $56.2M | 0.14% |
+99,700
| New | +$61M |
2026 Q2
0 quarters
|
|
|
74
CALL
KLA
KLAC
$193B
| $55.2M | 0.14% |
183,000
| – | – |
2026 Q1
1 quarter
|
|
75
INNIO N.V.
INIO
$11.3B
| $53.6M | 0.13% |
+1,355,362
| New | +$48.3M |
2026 Q2
0 quarters
|
|
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Value Aligned Research Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Value Aligned Research Advisors held 131 positions worth $40.1B, up 94% from $20.7B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Value Aligned Research Advisors deployed $1.97B of net new capital in Q2 2026, opening 24 new positions and adding to 48 existing holdings. Its largest new stake was Cerebras Systems: 1,094,722 shares worth $242M.
By sector, the portfolio is most concentrated in Miscellaneous at 58% of assets, down from 59% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Coherent, an estimated $342M trimmed.
- Value Aligned Research Advisors's largest Q2 2026 buy was Cerebras Systems: 1,094,722 shares worth $242M.
- Value Aligned Research Advisors added most to Intel in Q2 2026, an estimated $591M increase.
- Value Aligned Research Advisors's biggest Q2 2026 reduction was Coherent, cutting an estimated $342M.
- Value Aligned Research Advisors fully exited KLA in Q2 2026, selling an estimated $285M.
- Value Aligned Research Advisors's ten largest holdings make up 54% of its $40.1B portfolio in Q2 2026.
- Value Aligned Research Advisors opened 24 new positions and closed 8 in Q2 2026.
- Value Aligned Research Advisors's portfolio value rose 94% quarter-over-quarter to $40.1B.
Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.