Value Aligned Research Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$31.2M |
| 2 |
Riot Platforms
RIOT
|
+$30.4M |
| 3 |
Micron Technology
MU
|
+$30.3M |
| 4 |
Bloom Energy
BE
|
+$22.5M |
| 5 |
Vistra
VST
|
+$16.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applied Materials
AMAT
|
+$48.8M |
| 2 |
Marvell Technology
MRVL
|
+$44.9M |
| 3 |
Lam Research
LRCX
|
+$41.3M |
| 4 |
Arista Networks
ANET
|
+$35.6M |
| 5 |
Coherent
COHR
|
+$24.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 44.19% |
| 2 | Industrials | 29.79% |
| 3 | Utilities | 9.94% |
| 4 | Financials | 7.78% |
| 5 | Communication Services | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
KLA
KLAC
$271B
| – | – |
-91,320
| Closed | -$7.08M |
|
|
52
Lam Research
LRCX
$384B
| – | – |
-506,140
| Closed | -$41.3M |
|
53
Super Micro Computer
SMCI
$15.4B
| – | – |
-388,860
| Closed | -$16.2M |
|
54
Semtech
SMTC
$11.7B
| – | – |
-10,878
| Closed | -$497K |
|
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Value Aligned Research Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, Value Aligned Research Advisors held 55 positions worth $366M, down 5% from $385M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Value Aligned Research Advisors deployed $36.3M of net new capital in Q4 2024, opening 34 new positions and adding to 2 existing holdings. Its largest new stake was GE Vernova: 99,684 shares worth $32.8M.
By sector, the portfolio is most concentrated in Technology at 44% of assets, down from 88% a quarter earlier, followed by Industrials and Utilities.
On the sell side, the largest reduction was Marvell Technology, an estimated $44.9M trimmed.
- Value Aligned Research Advisors's largest Q4 2024 buy was GE Vernova: 99,684 shares worth $32.8M.
- Value Aligned Research Advisors added most to Camtek in Q4 2024, an estimated $1.24M increase.
- Value Aligned Research Advisors's biggest Q4 2024 reduction was Marvell Technology, cutting an estimated $44.9M.
- Value Aligned Research Advisors fully exited Applied Materials in Q4 2024, selling an estimated $48.8M.
- Value Aligned Research Advisors's ten largest holdings make up 77% of its $366M portfolio in Q4 2024.
- Value Aligned Research Advisors opened 34 new positions and closed 8 in Q4 2024.
- Value Aligned Research Advisors's portfolio value fell 5% quarter-over-quarter to $366M.
Based on Value Aligned Research Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.