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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
CAMT icon
76
Camtek
CAMT
$7.24B
– –
-235,238
Closed -$13.8M
CRDO icon
77
CALL
Credo Technology Group
CRDO
$44.1B
– –
-22,000
Closed -$884K
CRDO icon
78
Credo Technology Group
CRDO
$44.1B
– –
-668,067
Closed -$26.8M
KLAC icon
79
CALL
KLA
KLAC
$286B
– –
-3,000
Closed -$204K
MRVL icon
80
CALL
Marvell Technology
MRVL
$188B
– –
-33,600
Closed -$2.07M
MRVL icon
81
Marvell Technology
MRVL
$188B
– –
-137,617
Closed -$8.47M
ONTO icon
82
Onto Innovation
ONTO
$14.5B
– –
-223,840
Closed -$27.2M
ORCL icon
83
Oracle
ORCL
$346B
– –
-1,555
Closed -$251K
RIOT icon
84
CALL
Riot Platforms
RIOT
$9.02B
– –
-139,900
Closed -$996K
ALAB icon
85
CALL
Astera Labs
ALAB
$56B
– –
-38,500
Closed -$2.3M
TLN
86
CALL
Talen Energy Corp
TLN
$18.1B
– –
-3,500
Closed -$699K
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.