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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
+12.9%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.94B
AUM Growth
+$1.76B
Cap. Flow
+$653M
Cap. Flow %
6.56%
Top 10 Hldgs %
49.81%
Holding
90
New
9
Increased
36
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$301M
2
CRWV
CoreWeave
CRWV
+$299M
3
APLD icon
Applied Digital
APLD
+$163M
4
CORZ icon
Core Scientific
CORZ
+$141M
5
NBIS
Nebius Group N.V.
NBIS
+$134M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$290M
2
CEG icon
Constellation Energy
CEG
+$235M
3
VST icon
Vistra
VST
+$154M
4
ALAB icon
Astera Labs
ALAB
+$136M
5
NRG icon
NRG Energy
NRG
+$125M

Sector Composition

Rank Sector Weight
1 Miscellaneous 50.92%
2 Technology 26.01%
3 Industrials 10.97%
4 Financials 4.09%
5 Utilities 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
CALL
Lam Research
LRCX
$385B
$25.2M 0.25%
147,400
+100
+0.1% +$15.6K
EEM icon
52
PUT
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$24.9M 0.25%
454,600
-292,200
-39% -$15.9M
AMAT icon
53
CALL
Applied Materials
AMAT
$361B
$23.8M 0.24%
92,600
+100
+0.1% +$24K
GLXY
54
Galaxy Digital Inc
GLXY
$5.12B
$23.7M 0.24%
+1,061,151
New +$32.9M
GEV icon
55
CALL
GE Vernova
GEV
$251B
$23.3M 0.23%
35,600
+35,300
+11,767% +$21.5M
NRG icon
56
NRG Energy
NRG
$25B
$21.6M 0.22%
135,486
-757,474
-85% -$125M
NBIS
57
CALL
Nebius Group N.V.
NBIS
$61.5B
$19.2M 0.19%
228,800
– –
NVDA icon
58
NVIDIA
NVDA
$5.56T
$18.1M 0.18%
97,259
– –
AMZN icon
59
PUT
Amazon
AMZN
$2.79T
$17.2M 0.17%
74,500
– –
ORCL icon
60
PUT
Oracle
ORCL
$457B
$15M 0.15%
76,900
– –
EQT icon
61
CALL
EQT Corp
EQT
$34.5B
$14.8M 0.15%
275,600
+26,200
+11% +$1.47M
VST icon
62
CALL
Vistra
VST
$50.1B
$14.4M 0.14%
89,300
+30,800
+53% +$5.61M
CEG icon
63
CALL
Constellation Energy
CEG
$106B
$13.6M 0.14%
38,500
+10,000
+35% +$3.63M
MU icon
64
PUT
Micron Technology
MU
$1.15T
$13M 0.13%
45,400
– –
SNOW icon
65
CALL
Snowflake
SNOW
$117B
$10.8M 0.11%
49,400
– –
LGN
66
Legence Corp
LGN
$4.07B
$10.8M 0.11%
251,681
+46,427
+23% +$1.84M
GEV icon
67
PUT
GE Vernova
GEV
$251B
$9.28M 0.09%
14,200
– –
VST icon
68
PUT
Vistra
VST
$50.1B
$8.37M 0.08%
51,900
– –
VRT icon
69
PUT
Vertiv
VRT
$108B
$7.03M 0.07%
43,400
– –
HNRG icon
70
Hallador Energy
HNRG
$783M
$6.11M 0.06%
320,759
– –
BKV
71
BKV Corp
BKV
$2.85B
$5.22M 0.05%
192,295
+21,643
+13% +$543K
CEG icon
72
PUT
Constellation Energy
CEG
$106B
$4.66M 0.05%
13,200
– –
CLS icon
73
CALL
Celestica
CLS
$39.4B
$3.99M 0.04%
13,500
– –
GOOGL icon
74
Alphabet (Google) Class A
GOOGL
$4.14T
$3.6M 0.04%
11,502
– –
TSSI
75
TSS Inc
TSSI
$238M
$3.26M 0.03%
460,510
+29,247
+7% +$378K
1 2
3
4

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Value Aligned Research Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Value Aligned Research Advisors held 90 positions worth $9.94B, up 21% from $8.19B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Value Aligned Research Advisors deployed $653M of net new capital in Q4 2025, opening 9 new positions and adding to 36 existing holdings. Its largest new stake was Lumentum: 1,172,201 shares worth $432M.

By sector, the portfolio is most concentrated in Miscellaneous at 51% of assets, up from 47% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Micron Technology, an estimated $290M trimmed.

  • Value Aligned Research Advisors's largest Q4 2025 buy was Lumentum: 1,172,201 shares worth $432M.
  • Value Aligned Research Advisors added most to CoreWeave in Q4 2025, an estimated $299M increase.
  • Value Aligned Research Advisors's biggest Q4 2025 reduction was Micron Technology, cutting an estimated $290M.
  • Value Aligned Research Advisors fully exited Fabrinet in Q4 2025, selling an estimated $42.6M.
  • Value Aligned Research Advisors's ten largest holdings make up 50% of its $9.94B portfolio in Q4 2025.
  • Value Aligned Research Advisors opened 9 new positions and closed 4 in Q4 2025.
  • Value Aligned Research Advisors's portfolio value rose 21% quarter-over-quarter to $9.94B.

Based on Value Aligned Research Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.