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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
+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
Cap. Flow
+$1.97B
Cap. Flow %
4.9%
Top 10 Hldgs %
53.58%
Holding
131
New
24
Increased
48
Reduced
24
Closed
8

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$591M
2
TSM icon
TSMC
TSM
+$409M
3
AMZN icon
Amazon
AMZN
+$407M
4
MU icon
Micron Technology
MU
+$386M
5
SNDK
Sandisk
SNDK
+$295M

Top Sells

Rank Stock Value
1
COHR icon
Coherent
COHR
+$342M
2
AMAT icon
Applied Materials
AMAT
+$305M
3
LRCX icon
Lam Research
LRCX
+$297M
4
LITE icon
Lumentum
LITE
+$288M
5
KLAC icon
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
TSEM icon
101
CALL
Tower Semiconductor
TSEM
$25.2B
$10.2M 0.03%
39,200
– –
CRWV
102
PUT
CoreWeave
CRWV
$48.9B
$9.73M 0.02%
+97,700
New +$10.5M
TLN
103
Talen Energy Corp
TLN
$15B
$6.81M 0.02%
17,716
-51,987
-75% -$19.1M
LITE icon
104
CALL
Lumentum
LITE
$79.2B
$6.35M 0.02%
+7,400
New +$6.6M
HNRG icon
105
Hallador Energy
HNRG
$781M
$5.58M 0.01%
320,759
– –
CORZ icon
106
CALL
Core Scientific
CORZ
$5.74B
$5.55M 0.01%
+216,800
New +$5.1M
AAOI icon
107
CALL
Applied Optoelectronics
AAOI
$8.92B
$3.78M 0.01%
25,500
– –
VST icon
108
PUT
Vistra
VST
$49.7B
$3.73M 0.01%
23,500
– –
TSSI
109
TSS Inc
TSSI
$240M
$3.22M 0.01%
261,498
-199,012
-43% -$2.68M
COHR icon
110
CALL
Coherent
COHR
$55.2B
$2.88M 0.01%
7,300
– –
BW icon
111
CALL
Babcock & Wilcox
BW
$1.06B
$2.1M 0.01%
+148,800
New +$2.52M
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.1T
$1.69M ﹤0.01%
4,785
– –
GEV icon
113
PUT
GE Vernova
GEV
$251B
$1.29M ﹤0.01%
+1,100
New +$1.12M
KEEL
114
CALL
Keel Infrastructure Corp
KEEL
$2.12B
$734K ﹤0.01%
127,800
– –
NRG icon
115
CALL
NRG Energy
NRG
$24.6B
$453K ﹤0.01%
3,100
– –
AMZN icon
116
PUT
Amazon
AMZN
$2.77T
$238K ﹤0.01%
1,000
-73,500
-99% -$18.4M
GTLB icon
117
CALL
GitLab
GTLB
$8.35B
$238K ﹤0.01%
+7,800
New +$198K
LBRT icon
118
CALL
Liberty Energy
LBRT
$3.29B
$217K ﹤0.01%
8,300
– –
MSFT icon
119
Microsoft
MSFT
$3.72T
$140K ﹤0.01%
374
– –
STX icon
120
CALL
Seagate
STX
$191B
$96.5K ﹤0.01%
100
– –
META icon
121
Meta Platforms (Facebook)
META
$1.55T
$69.8K ﹤0.01%
+124
New +$75.8K
ACMR icon
122
CALL
ACM Research
ACMR
$5.13B
$12.7K ﹤0.01%
100
– –
BTDR icon
123
CALL
Bitdeer Technologies
BTDR
$3.35B
$3.17K ﹤0.01%
200
– –
CEG icon
124
PUT
Constellation Energy
CEG
$104B
– –
-13,200
Closed -$3.69M
FCX icon
125
Freeport-McMoran
FCX
$105B
– –
-4,421,462
Closed -$284M
2 3 4
5
6

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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.