We are live on ! Find out more
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
+55.83%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.19B
AUM Growth
+$3.45B
Cap. Flow
+$1.73B
Cap. Flow %
21.12%
Top 10 Hldgs %
46.2%
Holding
83
New
11
Increased
38
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
CRWV
CoreWeave
CRWV
+$364M
2
EQT icon
EQT Corp
EQT
+$100M
3
NRG icon
NRG Energy
NRG
+$83.5M
4
CEG icon
Constellation Energy
CEG
+$73.9M
5
AVGO icon
Broadcom
AVGO
+$67.5M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$200M
2
MU icon
Micron Technology
MU
+$51.7M
3
FN icon
Fabrinet
FN
+$25.3M
4
CORZ icon
Core Scientific
CORZ
+$23M
5
NBIS
Nebius Group N.V.
NBIS
+$15.2M

Sector Composition

Rank Sector Weight
1 Technology 22.17%
2 Utilities 11.81%
3 Industrials 10.02%
4 Financials 4.5%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
51
CALL
Applied Materials
AMAT
$426B
$18.9M 0.23%
+92,500
New +$16.8M
NVDA icon
52
NVIDIA
NVDA
$5.01T
$18.1M 0.22%
97,259
-34,171
-26% -$5.96M
EME icon
53
Emcor
EME
$33.1B
$17.7M 0.22%
+27,179
New +$16.5M
AMZN icon
54
PUT
Amazon
AMZN
$2.5T
$16.4M 0.2%
74,500
– –
EQT icon
55
CALL
EQT Corp
EQT
$33.2B
$13.6M 0.17%
249,400
– –
WULF icon
56
TeraWulf
WULF
$9.15B
$13M 0.16%
+1,136,932
New +$8.69M
VST icon
57
CALL
Vistra
VST
$55.1B
$11.5M 0.14%
58,500
– –
SNOW icon
58
CALL
Snowflake
SNOW
$92.9B
$11.1M 0.14%
+49,400
New +$10.6M
TAC icon
59
TransAlta
TAC
$4.34B
$10.2M 0.12%
745,013
+111,426
+18% +$1.37M
VST icon
60
PUT
Vistra
VST
$55.1B
$10.2M 0.12%
51,900
– –
CEG icon
61
CALL
Constellation Energy
CEG
$98B
$9.38M 0.11%
28,500
– –
GEV icon
62
PUT
GE Vernova
GEV
$270B
$8.73M 0.11%
14,200
– –
TSSI
63
TSS Inc
TSSI
$272M
$7.81M 0.1%
431,263
+78,114
+22% +$1.56M
MU icon
64
PUT
Micron Technology
MU
$1.04T
$7.6M 0.09%
45,400
– –
VRT icon
65
PUT
Vertiv
VRT
$112B
$6.55M 0.08%
43,400
– –
LGN
66
Legence Corp
LGN
$5.44B
$6.32M 0.08%
+205,254
New +$6.46M
HNRG icon
67
Hallador Energy
HNRG
$718M
$6.28M 0.08%
320,759
+292,577
+1,038% +$5.03M
CEG icon
68
PUT
Constellation Energy
CEG
$98B
$4.34M 0.05%
13,200
– –
BKV
69
BKV Corp
BKV
$2.79B
$3.95M 0.05%
+170,652
New +$3.72M
FXI icon
70
PUT
iShares China Large-Cap ETF
FXI
$4.31B
$3.7M 0.05%
90,000
– –
CLS icon
71
CALL
Celestica
CLS
$35.1B
$3.33M 0.04%
13,500
– –
GOOGL icon
72
Alphabet (Google) Class A
GOOGL
$3.91T
$2.8M 0.03%
11,502
-60,191
-84% -$12.6M
BE icon
73
CALL
Bloom Energy
BE
$52.6B
$1.46M 0.02%
17,300
– –
GOOG icon
74
Alphabet (Google) Class C
GOOG
$3.9T
$1.17M 0.01%
4,785
– –
AMZN icon
75
Amazon
AMZN
$2.5T
$1.08M 0.01%
4,922
+4,833
+5,430% +$1.09M
1 2
3
4

Similar funds

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Value Aligned Research Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Value Aligned Research Advisors held 83 positions worth $8.19B, up 73% from $4.73B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Value Aligned Research Advisors deployed $1.73B of net new capital in Q3 2025, opening 11 new positions and adding to 38 existing holdings. Its largest new stake was CoreWeave: 3,079,120 shares worth $421M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 16% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was GE Vernova, an estimated $200M trimmed.

  • Value Aligned Research Advisors's largest Q3 2025 buy was CoreWeave: 3,079,120 shares worth $421M.
  • Value Aligned Research Advisors added most to EQT Corp in Q3 2025, an estimated $100M increase.
  • Value Aligned Research Advisors's biggest Q3 2025 reduction was GE Vernova, cutting an estimated $200M.
  • Value Aligned Research Advisors fully exited Core Scientific in Q3 2025, selling an estimated $23M.
  • Value Aligned Research Advisors's ten largest holdings make up 46% of its $8.19B portfolio in Q3 2025.
  • Value Aligned Research Advisors opened 11 new positions and closed 2 in Q3 2025.
  • Value Aligned Research Advisors's portfolio value rose 73% quarter-over-quarter to $8.19B.

Based on Value Aligned Research Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.