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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
+31.15%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$19.2M
Cap. Flow
-$62.6M
Cap. Flow %
-17.11%
Top 10 Hldgs %
76.83%
Holding
55
New
34
Increased
2
Reduced
11
Closed
8

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$31.2M
2
RIOT icon
Riot Platforms
RIOT
+$30.4M
3
MU icon
Micron Technology
MU
+$30.3M
4
BE icon
Bloom Energy
BE
+$22.5M
5
VST icon
Vistra
VST
+$16.7M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$48.8M
2
MRVL icon
Marvell Technology
MRVL
+$44.9M
3
LRCX icon
Lam Research
LRCX
+$41.3M
4
ANET icon
Arista Networks
ANET
+$35.6M
5
COHR icon
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 Miscellaneous 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
51
KLA
KLAC
$242B
– –
-91,320
Closed -$7.08M
LRCX icon
52
Lam Research
LRCX
$385B
– –
-506,140
Closed -$41.3M
SMCI icon
53
Super Micro Computer
SMCI
$26B
– –
-388,860
Closed -$16.2M
SMTC icon
54
Semtech
SMTC
$13.8B
– –
-10,878
Closed -$497K
1 2
3

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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 withdrew a net $62.6M in Q4 2024, closing 8 positions and reducing 11 holdings. Its most notable exit was Applied Materials, an estimated $48.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 44% of assets, down from 88% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Value Aligned Research Advisors opened a new position in GE Vernova worth $32.8M.

  • 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.