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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
+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
2.8
quarters
Top 10 Avg Time Held Equity + Options
1.8
quarters
Top 20 Avg Time Held Equity + Options
2.8
quarters
Avg Time Held Equity only
3
quarters
Top 10 Avg Time Held Equity only
2.1
quarters
Top 20 Avg Time Held Equity only
2.3
quarters
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 | |
|---|---|---|---|---|---|---|---|
76
PUT
Micron Technology
MU
$1.12T
| $15.3M | 0.07% |
45,400
| – | – |
2025 Q2
3 quarters
|
|
77
Keel Infrastructure Corp
KEEL
$1.85B
| $15.2M | 0.07% |
+7,815,121
| New | +$18.4M |
2026 Q1
0 quarters
|
|
78
Broadcom
AVGO
$1.7T
| $15.1M | 0.07% |
48,911
-170,998
| -78% | -$56.3M |
2024 Q2
7 quarters
|
|
79
PUT
Apple
AAPL
$4.96T
| $14.1M | 0.07% |
55,400
-208,600
| -79% | -$54.3M |
2025 Q2
3 quarters
|
|
80
PUT
iShares MSCI Emerging Markets ETF
EEM
$30.7B
| $12.7M | 0.06% |
224,100
-230,500
| -51% | -$13.6M |
2025 Q2
3 quarters
|
|
|
81
CALL
FTAI Aviation
FTAI
$16.9B
| $12.3M | 0.06% |
+50,300
| New | +$13.3M |
2026 Q1
0 quarters
|
|
82
PUT
Oracle
ORCL
$417B
| $11.3M | 0.05% |
76,900
| – | – |
2025 Q2
3 quarters
|
|
83
PUT
Vertiv
VRT
$92.4B
| $10.9M | 0.05% |
43,400
| – | – |
2025 Q2
3 quarters
|
|
84
CALL
Hut 8
HUT
$10.3B
| $10.7M | 0.05% |
+229,100
| New | +$12.4M |
2026 Q1
0 quarters
|
|
85
BKV Corp
BKV
$2.65B
| $9.21M | 0.04% |
323,051
+130,756
| +68% | +$3.79M |
2025 Q3
2 quarters
|
|
86
CALL
Tower Semiconductor
TSEM
$24.1B
| $6.88M | 0.03% |
+39,200
| New | +$5.27M |
2026 Q1
0 quarters
|
|
87
CALL
Applied Digital
APLD
$7.08B
| $6.27M | 0.03% |
+264,200
| New | +$8.27M |
2026 Q1
0 quarters
|
|
88
TSS Inc
TSSI
$268M
| $5.99M | 0.03% |
460,510
| – | – |
2024 Q4
5 quarters
|
|
89
CALL
Cipher Digital
CIFR
$5.42B
| $5.79M | 0.03% |
+449,500
| New | +$7.12M |
2026 Q1
0 quarters
|
|
90
Hallador Energy
HNRG
$683M
| $5.22M | 0.03% |
320,759
| – | – |
2025 Q2
3 quarters
|
|
91
CALL
Celestica
CLS
$44B
| $3.8M | 0.02% |
13,500
| – | – |
2024 Q4
5 quarters
|
|
|
92
PUT
Constellation Energy
CEG
$104B
| $3.69M | 0.02% |
13,200
| – | – |
2025 Q2
3 quarters
|
|
|
93
PUT
Vistra
VST
$53.8B
| $3.53M | 0.02% |
23,500
-28,400
| -55% | -$4.6M |
2025 Q2
3 quarters
|
|
94
Alphabet (Google) Class A
GOOGL
$4.33T
| $3.31M | 0.02% |
11,502
| – | – |
2024 Q4
5 quarters
|
|
95
CALL
Bloom Energy
BE
$76.4B
| $2.34M | 0.01% |
17,300
| – | – |
2024 Q4
5 quarters
|
|
96
CALL
Applied Optoelectronics
AAOI
$8.55B
| $2.16M | 0.01% |
+25,500
| New | +$1.63M |
2026 Q1
0 quarters
|
|
97
CALL
Coherent
COHR
$56.9B
| $1.74M | 0.01% |
7,300
| – | – |
2024 Q4
5 quarters
|
|
98
Alphabet (Google) Class C
GOOG
$4.29T
| $1.37M | 0.01% |
4,785
| – | – |
2024 Q2
7 quarters
|
|
99
Amazon
AMZN
$2.82T
| $1.03M | 0.01% |
4,922
| – | – |
2024 Q4
5 quarters
|
|
100
CALL
NRG Energy
NRG
$22.3B
| $453K | ﹤0.01% |
3,100
| – | – |
2024 Q4
5 quarters
|
|
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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.