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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
+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
COHR icon
76
CALL
Coherent
COHR
$55.8B
$786K 0.01%
7,300
– –
EWT icon
77
PUT
iShares MSCI Taiwan ETF
EWT
$9.8B
$509K 0.01%
8,000
– –
NRG icon
78
CALL
NRG Energy
NRG
$27.6B
$502K 0.01%
3,100
– –
MSFT icon
79
Microsoft
MSFT
$2.99T
$194K ﹤0.01%
374
-92
-20% -$46.9K
TSM icon
80
TSMC
TSM
$2.09T
$190K ﹤0.01%
680
+176
+35% +$43K
GEV icon
81
CALL
GE Vernova
GEV
$290B
$184K ﹤0.01%
300
– –
AMD icon
82
Advanced Micro Devices
AMD
$821B
– –
-623
Closed -$101K
CORZ icon
83
Core Scientific
CORZ
$7.12B
– –
-1,349,657
Closed -$23M
1 2 3
4

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ATO
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SLAM
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EWA
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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.