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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 | |
|---|---|---|---|---|---|---|---|
101
CALL
Tower Semiconductor
TSEM
$19B
| $10.2M | 0.03% |
39,200
| – | – |
2026 Q1
1 quarter
|
|
102
PUT
CoreWeave
CRWV
$29.9B
| $9.7M | 0.02% |
+97,700
| New | +$10.5M |
2026 Q2
0 quarters
|
|
103
Talen Energy Corp
TLN
$15.5B
| $6.81M | 0.02% |
17,716
-51,987
| -75% | -$19.1M |
2025 Q1
5 quarters
|
|
|
104
CALL
Lumentum
LITE
$68.5B
| $6.35M | 0.02% |
+7,400
| New | +$6.6M |
2026 Q2
0 quarters
|
|
105
Hallador Energy
HNRG
$521M
| $5.58M | 0.01% |
320,759
| – | – |
2025 Q2
4 quarters
|
|
106
CALL
Core Scientific
CORZ
$4.21B
| $5.55M | 0.01% |
+216,800
| New | +$5.1M |
2026 Q2
0 quarters
|
|
107
CALL
Applied Optoelectronics
AAOI
$5.73B
| $3.78M | 0.01% |
25,500
| – | – |
2026 Q1
1 quarter
|
|
108
PUT
Vistra
VST
$47B
| $3.73M | 0.01% |
23,500
| – | – |
2025 Q2
4 quarters
|
|
109
TSS Inc
TSSI
$196M
| $3.22M | 0.01% |
261,498
-199,012
| -43% | -$2.68M |
2024 Q4
6 quarters
|
|
|
110
CALL
Coherent
COHR
$41.2B
| $2.88M | 0.01% |
7,300
| – | – |
2024 Q4
6 quarters
|
|
111
CALL
Babcock & Wilcox
BW
$618M
| $2.1M | 0.01% |
+148,800
| New | +$2.52M |
2026 Q2
0 quarters
|
|
112
Alphabet (Google) Class C
GOOG
$3.88T
| $1.69M | ﹤0.01% |
4,785
| – | – |
2024 Q2
8 quarters
|
|
113
PUT
GE Vernova
GEV
$217B
| $1.29M | ﹤0.01% |
+1,100
| New | +$1.12M |
2026 Q2
0 quarters
|
|
114
CALL
Keel Infrastructure Corp
KEEL
$1.34B
| $734K | ﹤0.01% |
127,800
| – | – |
2026 Q1
1 quarter
|
|
115
CALL
NRG Energy
NRG
$19.4B
| $453K | ﹤0.01% |
3,100
| – | – |
2024 Q4
6 quarters
|
|
|
116
PUT
Amazon
AMZN
$2.68T
| $238K | ﹤0.01% |
1,000
-73,500
| -99% | -$18.4M |
2025 Q2
4 quarters
|
|
117
CALL
GitLab
GTLB
$9.38B
| $238K | ﹤0.01% |
+7,800
| New | +$198K |
2026 Q2
0 quarters
|
|
118
CALL
Liberty Energy
LBRT
$2.54B
| $217K | ﹤0.01% |
8,300
| – | – |
2026 Q1
1 quarter
|
|
119
Microsoft
MSFT
$3.89T
| $140K | ﹤0.01% |
374
| – | – |
2024 Q2
8 quarters
|
|
120
CALL
Seagate
STX
$143B
| $96.5K | ﹤0.01% |
100
| – | – |
2026 Q1
1 quarter
|
|
121
Meta Platforms (Facebook)
META
$1.64T
| $69.8K | ﹤0.01% |
+124
| New | +$75.8K |
2026 Q2
0 quarters
|
|
122
CALL
ACM Research
ACMR
$3.52B
| $12.7K | ﹤0.01% |
100
| – | – |
2026 Q1
1 quarter
|
|
123
CALL
Bitdeer Technologies
BTDR
$1.89B
| $3.17K | ﹤0.01% |
200
| – | – |
2026 Q1
1 quarter
|
|
124
PUT
Constellation Energy
CEG
$89.8B
| – | – |
-13,200
| Closed | -$3.69M | – |
|
125
Freeport-McMoran
FCX
$93.6B
| – | – |
-4,421,462
| Closed | -$284M | – |
|
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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.