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VARA
Value Aligned Research Advisors Portfolio holdings
AUM
$40.1B
Turnover
24.43%
1-Year Est. Return
376.19%
This Fund
S&P 500
This Quarter
Est. Return
+32.42%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$20.7B
AUM Growth
+$10.8B
(+108%)
Cap. Flow
+$2.55B
Cap. Flow
% of AUM
12.31%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
117
New
31
Increased
40
Reduced
14
Closed
10
Avg Time Held Equity + Options
0.7
years
Top 10 Avg Time Held Equity + Options
0.5
years
Top 20 Avg Time Held Equity + Options
0.7
years
Avg Time Held Equity only
0.8
years
Top 10 Avg Time Held Equity only
0.5
years
Top 20 Avg Time Held Equity only
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Western Digital
WDC
|
+$338M |
| 2 |
Seagate
STX
|
+$301M |
| 3 |
FTAI Aviation
FTAI
|
+$284M |
| 4 |
Freeport-McMoran
FCX
|
+$267M |
| 5 |
Nebius Group N.V.
NBIS
|
+$250M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$177M |
| 2 |
Vistra
VST
|
+$116M |
| 3 |
Constellation Energy
CEG
|
+$90.2M |
| 4 |
Riot Platforms
RIOT
|
+$68.2M |
| 5 |
Lumentum
LITE
|
+$63.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.23% |
| 2 | Technology | 22.95% |
| 3 | Industrials | 9.28% |
| 4 | Communication Services | 2.94% |
| 5 | Financials | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
CALL
Applied Materials
AMAT
$341B
| $51.8M | 0.25% |
151,500
+58,900
| +64% | +$19.8M |
2025 Q3
2 quarters
|
|
52
Solaris Energy Infrastructure
SEI
$4.29B
| $50.7M | 0.24% |
896,985
-78,954
| -8% | -$4.27M |
2025 Q4
1 quarter
|
|
53
Tower Semiconductor
TSEM
$23.7B
| $47.5M | 0.23% |
+270,441
| New | +$36.4M |
2026 Q1
0 quarters
|
|
|
54
CALL
Nebius Group N.V.
NBIS
$51.2B
| $44.4M | 0.21% |
428,000
+199,200
| +87% | +$19.9M |
2024 Q4
5 quarters
|
|
55
CALL
Lam Research
LRCX
$347B
| $44.1M | 0.21% |
206,600
+59,200
| +40% | +$13.2M |
2025 Q1
4 quarters
|
|
|
56
GE Vernova
GEV
$247B
| $38.8M | 0.19% |
44,433
-226,780
| -84% | -$177M |
2024 Q4
5 quarters
|
|
57
ACM Research
ACMR
$4.05B
| $37.6M | 0.18% |
+955,927
| New | +$50.7M |
2026 Q1
0 quarters
|
|
58
Sterling Infrastructure
STRL
$13.7B
| $36.4M | 0.18% |
+89,472
| New | +$35M |
2026 Q1
0 quarters
|
|
59
Liberty Energy
LBRT
$2.73B
| $36.4M | 0.18% |
+1,264,006
| New | +$32.2M |
2026 Q1
0 quarters
|
|
60
CALL
Sandisk
SNDK
$202B
| $35.6M | 0.17% |
+56,100
| New | +$31.7M |
2026 Q1
0 quarters
|
|
61
Bitdeer Technologies
BTDR
$2.28B
| $35M | 0.17% |
4,046,213
+778,599
| +24% | +$8.18M |
2025 Q2
3 quarters
|
|
62
TransAlta
TAC
$4B
| $34.1M | 0.16% |
+2,596,273
| New | +$33.4M |
2026 Q1
0 quarters
|
|
|
63
CALL
GE Vernova
GEV
$247B
| $31.1M | 0.15% |
35,600
| – | – |
2024 Q4
5 quarters
|
|
64
CALL
KLA
KLAC
$228B
| $26.9M | 0.13% |
+183,000
| New | +$26.8M |
2026 Q1
0 quarters
|
|
65
Talen Energy Corp
TLN
$16.7B
| $22.3M | 0.11% |
69,703
-87,644
| -56% | -$30.9M |
2025 Q1
4 quarters
|
|
66
Intel
INTC
$504B
| $22.2M | 0.11% |
+503,741
| New | +$23.1M |
2026 Q1
0 quarters
|
|
67
PUT
Qualcomm
QCOM
$191B
| $21.9M | 0.11% |
169,800
-144,500
| -46% | -$21.1M |
2025 Q2
3 quarters
|
|
68
CALL
Iris Energy
IREN
$12B
| $21.3M | 0.1% |
+622,300
| New | +$28.1M |
2026 Q1
0 quarters
|
|
|
69
CALL
Vistra
VST
$51.7B
| $20.4M | 0.1% |
136,000
+46,700
| +52% | +$7.56M |
2024 Q4
5 quarters
|
|
70
CALL
Snowflake
SNOW
$118B
| $20M | 0.1% |
132,800
+83,400
| +169% | +$15.4M |
2025 Q3
2 quarters
|
|
|
71
CALL
Constellation Energy
CEG
$97.4B
| $19.2M | 0.09% |
68,700
+30,200
| +78% | +$9.18M |
2024 Q4
5 quarters
|
|
72
CALL
TeraWulf
WULF
$6.3B
| $17.7M | 0.09% |
+1,227,000
| New | +$18.2M |
2026 Q1
0 quarters
|
|
73
Legence Corp
LGN
$3.48B
| $17.4M | 0.08% |
308,141
+56,460
| +22% | +$2.85M |
2025 Q3
2 quarters
|
|
74
Oracle
ORCL
$408B
| $16.9M | 0.08% |
115,078
-26,331
| -19% | -$4.28M |
2025 Q4
1 quarter
|
|
75
PUT
Amazon
AMZN
$2.75T
| $15.5M | 0.07% |
74,500
| – | – |
2025 Q2
3 quarters
|
|
Similar funds
Value Aligned Research Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Value Aligned Research Advisors held 117 positions worth $20.7B, up 108% from $9.94B the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Value Aligned Research Advisors deployed $2.55B of net new capital in Q1 2026, opening 31 new positions and adding to 40 existing holdings. Its largest new stake was Western Digital: 1,295,439 shares worth $350M.
By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, up from 51% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was GE Vernova, an estimated $177M trimmed.
- Value Aligned Research Advisors's largest Q1 2026 buy was Western Digital: 1,295,439 shares worth $350M.
- Value Aligned Research Advisors added most to Seagate in Q1 2026, an estimated $301M increase.
- Value Aligned Research Advisors's biggest Q1 2026 reduction was GE Vernova, cutting an estimated $177M.
- Value Aligned Research Advisors fully exited Vistra in Q1 2026, selling an estimated $116M.
- Value Aligned Research Advisors's ten largest holdings make up 59% of its $20.7B portfolio in Q1 2026.
- Value Aligned Research Advisors opened 31 new positions and closed 10 in Q1 2026.
- Value Aligned Research Advisors's portfolio value rose 108% quarter-over-quarter to $20.7B.
Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.