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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
+68.63%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.73B
AUM Growth
+$3.36B
Cap. Flow
+$2.1B
Cap. Flow %
44.34%
Top 10 Hldgs %
52.79%
Holding
86
New
25
Increased
33
Reduced
14
Closed
14

Top Buys

Rank Stock Value
1
CLS icon
Celestica
CLS
+$73.9M
2
LRCX icon
Lam Research
LRCX
+$36.5M
3
MU icon
Micron Technology
MU
+$35.7M
4
IREN icon
Iris Energy
IREN
+$26.5M
5
AAON icon
Aaon
AAON
+$26M

Top Sells

Rank Stock Value
1
NRG icon
NRG Energy
NRG
+$51.2M
2
GEV icon
GE Vernova
GEV
+$45.8M
3
ONTO icon
Onto Innovation
ONTO
+$27.2M
4
CRDO icon
Credo Technology Group
CRDO
+$26.8M
5
COHR icon
Coherent
COHR
+$21M

Sector Composition

Rank Sector Weight
1 Technology 15.96%
2 Utilities 14.15%
3 Industrials 11.12%
4 Communication Services 2.89%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
51
PUT
Vistra
VST
$57B
$10.1M 0.21%
+51,900
New +$7.68M
BTDR icon
52
Bitdeer Technologies
BTDR
$2.96B
$9.56M 0.2%
+832,509
New +$9.62M
CEG icon
53
CALL
Constellation Energy
CEG
$98.4B
$9.2M 0.19%
28,500
-9,300
-25% -$2.46M
GEV icon
54
PUT
GE Vernova
GEV
$275B
$7.51M 0.16%
+14,200
New +$5.91M
TAC icon
55
TransAlta
TAC
$4.46B
$6.84M 0.14%
+633,587
New +$6.03M
MU icon
56
PUT
Micron Technology
MU
$1.12T
$5.6M 0.12%
+45,400
New +$4.24M
VRT icon
57
PUT
Vertiv
VRT
$117B
$5.57M 0.12%
+43,400
New +$4.22M
CEG icon
58
PUT
Constellation Energy
CEG
$98.4B
$4.26M 0.09%
+13,200
New +$3.49M
FXI icon
59
PUT
iShares China Large-Cap ETF
FXI
$4.29B
$3.31M 0.07%
+90,000
New +$3.15M
CLS icon
60
CALL
Celestica
CLS
$38.5B
$2.11M 0.04%
13,500
+5,500
+69% +$585K
GOOG icon
61
Alphabet (Google) Class C
GOOG
$3.89T
$849K 0.02%
4,785
+1,625
+51% +$269K
COHR icon
62
CALL
Coherent
COHR
$61.3B
$651K 0.01%
7,300
-18,200
-71% -$1.31M
NRG icon
63
CALL
NRG Energy
NRG
$30.2B
$498K 0.01%
3,100
-12,100
-80% -$1.59M
EWT icon
64
PUT
iShares MSCI Taiwan ETF
EWT
$10.2B
$459K 0.01%
+8,000
New +$409K
HNRG icon
65
Hallador Energy
HNRG
$756M
$446K 0.01%
+28,182
New +$435K
BE icon
66
CALL
Bloom Energy
BE
$61.8B
$414K 0.01%
17,300
-16,600
-49% -$321K
MSFT icon
67
Microsoft
MSFT
$2.83T
$232K ﹤0.01%
466
+346
+288% +$150K
GEV icon
68
CALL
GE Vernova
GEV
$275B
$159K ﹤0.01%
300
-15,600
-98% -$6.5M
TSM icon
69
TSMC
TSM
$2.16T
$114K ﹤0.01%
504
-7,445
-94% -$1.38M
AMD icon
70
Advanced Micro Devices
AMD
$880B
$88.4K ﹤0.01%
+623
New +$67.8K
AMZN icon
71
Amazon
AMZN
$2.51T
$19.5K ﹤0.01%
89
-4,474
-98% -$885K
AVGO icon
72
Broadcom
AVGO
$1.87T
$5.24K ﹤0.01%
19
-5,930
-100% -$1.29M
AMAT icon
73
CALL
Applied Materials
AMAT
$447B
– –
-5,700
Closed -$827K
ASML icon
74
CALL
ASML
ASML
$693B
– –
-1,200
Closed -$795K
ASML icon
75
ASML
ASML
$693B
– –
-100
Closed -$66.3K
1 2
3
4

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Value Aligned Research Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Value Aligned Research Advisors held 86 positions worth $4.73B, up 245% from $1.37B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Value Aligned Research Advisors deployed $2.1B of net new capital in Q2 2025, opening 25 new positions and adding to 33 existing holdings. Its largest new stake was Iris Energy: 3,266,148 shares worth $47.6M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 29% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was NRG Energy, an estimated $51.2M trimmed.

  • Value Aligned Research Advisors's largest Q2 2025 buy was Iris Energy: 3,266,148 shares worth $47.6M.
  • Value Aligned Research Advisors added most to Celestica in Q2 2025, an estimated $73.9M increase.
  • Value Aligned Research Advisors's biggest Q2 2025 reduction was NRG Energy, cutting an estimated $51.2M.
  • Value Aligned Research Advisors fully exited Onto Innovation in Q2 2025, selling an estimated $27.2M.
  • Value Aligned Research Advisors's ten largest holdings make up 53% of its $4.73B portfolio in Q2 2025.
  • Value Aligned Research Advisors opened 25 new positions and closed 14 in Q2 2025.
  • Value Aligned Research Advisors's portfolio value rose 245% quarter-over-quarter to $4.73B.

Based on Value Aligned Research Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.