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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
+104.39%
1 Year Est. Return
+376.19%
3 Year Est. Return
+1,641.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$40.1B
AUM Growth
+$19.4B
(+94%)
Cap. Flow
+$1.97B
Cap. Flow % of AUM
Cap. Flow %
4.9%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
131
New
24
Increased
48
Reduced
24
Closed
8
Avg Time Held
Equity + Options
0.8
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
0.9
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 |
Intel
INTC
|
+$591M |
| 2 |
TSMC
TSM
|
+$409M |
| 3 |
Amazon
AMZN
|
+$407M |
| 4 |
Micron Technology
MU
|
+$386M |
| 5 |
Sandisk
SNDK
|
+$295M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coherent
COHR
|
+$342M |
| 2 |
Applied Materials
AMAT
|
+$305M |
| 3 |
Lam Research
LRCX
|
+$297M |
| 4 |
Lumentum
LITE
|
+$288M |
| 5 |
KLA
KLAC
|
+$285M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.29% |
| 2 | Technology | 22.75% |
| 3 | Industrials | 9.67% |
| 4 | Communication Services | 5.02% |
| 5 | Financials | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
76
Lam Research
LRCX
$288B
| $52.7M | 0.13% |
121,597
-978,959
| -89% | -$297M |
2025 Q1
5 quarters
|
|
77
GE Vernova
GEV
$220B
| $52.2M | 0.13% |
44,433
| – | – |
2024 Q4
6 quarters
|
|
|
78
Applied Materials
AMAT
$298B
| $50.3M | 0.13% |
69,591
-662,113
| -90% | -$305M |
2025 Q1
5 quarters
|
|
|
79
CALL
GE Vernova
GEV
$220B
| $41.8M | 0.1% |
35,600
| – | – |
2024 Q4
6 quarters
|
|
80
CALL
Applied Digital
APLD
$5.77B
| $39.1M | 0.1% |
1,047,400
+783,200
| +296% | +$30.2M |
2026 Q1
1 quarter
|
|
81
CALL
Snowflake
SNOW
$111B
| $33.8M | 0.08% |
132,800
| – | – |
2025 Q3
3 quarters
|
|
82
Babcock & Wilcox
BW
$629M
| $31.6M | 0.08% |
+2,238,024
| New | +$38M |
2026 Q2
0 quarters
|
|
83
PUT
Qualcomm
QCOM
$185B
| $31.4M | 0.08% |
169,800
| – | – |
2025 Q2
4 quarters
|
|
84
TransAlta
TAC
$3.96B
| $29.6M | 0.07% |
2,139,907
-456,366
| -18% | -$6.03M |
2026 Q1
1 quarter
|
|
85
Keel Infrastructure Corp
KEEL
$1.38B
| $29.6M | 0.07% |
5,154,360
-2,660,761
| -34% | -$11.4M |
2026 Q1
1 quarter
|
|
86
CALL
Hut 8
HUT
$7.88B
| $26.4M | 0.07% |
229,100
| – | – |
2026 Q1
1 quarter
|
|
87
CALL
FTAI Aviation
FTAI
$16.2B
| $25.8M | 0.06% |
95,300
+45,000
| +89% | +$11.3M |
2026 Q1
1 quarter
|
|
88
CALL
Riot Platforms
RIOT
$4.84B
| $24.4M | 0.06% |
+890,600
| New | +$20.1M |
2026 Q2
0 quarters
|
|
89
CALL
Vistra
VST
$47.3B
| $21.6M | 0.05% |
136,000
| – | – |
2024 Q4
6 quarters
|
|
90
PUT
Vertiv
VRT
$75.3B
| $20.2M | 0.05% |
60,400
+17,000
| +39% | +$5.39M |
2025 Q2
4 quarters
|
|
|
EROC
91
ERock Inc
EROC
$399M
| $19.5M | 0.05% |
+1,345,920
| New | +$21.4M |
2026 Q2
0 quarters
|
|
92
BKV Corp
BKV
$2.27B
| $18.6M | 0.05% |
679,899
+356,848
| +110% | +$9.8M |
2025 Q3
3 quarters
|
|
93
CALL
Constellation Energy
CEG
$90.4B
| $17.1M | 0.04% |
68,700
| – | – |
2024 Q4
6 quarters
|
|
94
Oracle
ORCL
$381B
| $16.9M | 0.04% |
115,078
| – | – |
2025 Q4
2 quarters
|
|
95
PUT
Apple
AAPL
$5.08T
| $16M | 0.04% |
55,400
| – | – |
2025 Q2
4 quarters
|
|
96
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.7B
| $15.3M | 0.04% |
224,100
| – | – |
2025 Q2
4 quarters
|
|
97
CALL
EchoStar
ECHO
$24.9B
| $13M | 0.03% |
+128,400
| New | +$15.7M |
2026 Q2
0 quarters
|
|
98
CALL
Cipher Digital
CIFR
$3.45B
| $12.7M | 0.03% |
519,400
+69,900
| +16% | +$1.47M |
2026 Q1
1 quarter
|
|
99
Fermi Inc
FRMI
$1.7B
| $12.5M | 0.03% |
+1,367,995
| New | +$8.65M |
2026 Q2
0 quarters
|
|
100
CALL
Bloom Energy
BE
$64.1B
| $10.8M | 0.03% |
35,600
+18,300
| +106% | +$4.69M |
2024 Q4
6 quarters
|
|
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Value Aligned Research Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Value Aligned Research Advisors held 131 positions worth $40.1B, up 94% from $20.7B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Value Aligned Research Advisors deployed $1.97B of net new capital in Q2 2026, opening 24 new positions and adding to 48 existing holdings. Its largest new stake was Cerebras Systems: 1,094,722 shares worth $242M.
By sector, the portfolio is most concentrated in Miscellaneous at 58% of assets, down from 59% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Coherent, an estimated $342M trimmed.
- Value Aligned Research Advisors's largest Q2 2026 buy was Cerebras Systems: 1,094,722 shares worth $242M.
- Value Aligned Research Advisors added most to Intel in Q2 2026, an estimated $591M increase.
- Value Aligned Research Advisors's biggest Q2 2026 reduction was Coherent, cutting an estimated $342M.
- Value Aligned Research Advisors fully exited KLA in Q2 2026, selling an estimated $285M.
- Value Aligned Research Advisors's ten largest holdings make up 54% of its $40.1B portfolio in Q2 2026.
- Value Aligned Research Advisors opened 24 new positions and closed 8 in Q2 2026.
- Value Aligned Research Advisors's portfolio value rose 94% quarter-over-quarter to $40.1B.
Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.