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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
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 |
NBIS
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 | |
|---|---|---|---|---|---|---|
|
KEEL
101
CALL
Keel Infrastructure Corp
KEEL
$2.17B
| $249K | ﹤0.01% |
+127,800
| New | +$300K |
|
102
CALL
Liberty Energy
LBRT
$3.14B
| $239K | ﹤0.01% |
+8,300
| New | +$212K |
|
103
TSMC
TSM
$2.22T
| $230K | ﹤0.01% |
680
| – | – |
|
104
Microsoft
MSFT
$3.75T
| $138K | ﹤0.01% |
374
| – | – |
|
|
105
CALL
Seagate
STX
$192B
| $39.2K | ﹤0.01% |
+100
| New | +$38.2K |
|
106
CALL
ACM Research
ACMR
$5.61B
| $3.94K | ﹤0.01% |
+100
| New | +$5.31K |
|
107
CALL
Bitdeer Technologies
BTDR
$3.08B
| $1.73K | ﹤0.01% |
+200
| New | +$2.1K |
|
108
Aaon
AAON
$6.44B
| – | – |
-41,956
| Closed | -$3.2M |
|
109
Argan
AGX
$6.45B
| – | – |
-128,858
| Closed | -$40.4M |
|
|
110
Constellation Energy
CEG
$100B
| – | – |
-296,877
| Closed | -$90.2M |
|
111
PUT
iShares MSCI Taiwan ETF
EWT
$11.8B
| – | – |
-5,000
| Closed | -$318K |
|
112
CALL
GitLab
GTLB
$7.57B
| – | – |
-7,800
| Closed | -$293K |
|
|
113
GitLab
GTLB
$7.57B
| – | – |
-729,152
| Closed | -$27.4M |
|
114
NRG Energy
NRG
$24.1B
| – | – |
-135,486
| Closed | -$21.3M |
|
|
115
Vistra
VST
$46.9B
| – | – |
-716,107
| Closed | -$116M |
|
|
116
PUT
GE Vernova
GEV
$254B
| – | – |
-14,200
| Closed | -$9.28M |
|
|
GLXY
117
Galaxy Digital Inc
GLXY
$4.91B
| – | – |
-1,061,151
| Closed | -$23.7M |
|
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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.