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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
+68.63%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.73B
AUM Growth
+$3.36B
Cap. Flow
+$2.1B
Cap. Flow %
44.34%
Top 10 Hldgs %
52.79%
Holding
86
New
25
Increased
33
Reduced
14
Closed
14

Top Buys

Rank Stock Value
1
CLS icon
Celestica
CLS
+$73.9M
2
LRCX icon
Lam Research
LRCX
+$36.5M
3
MU icon
Micron Technology
MU
+$35.7M
4
IREN icon
Iris Energy
IREN
+$26.5M
5
AAON icon
Aaon
AAON
+$26M

Top Sells

Rank Stock Value
1
NRG icon
NRG Energy
NRG
+$51.2M
2
GEV icon
GE Vernova
GEV
+$45.8M
3
ONTO icon
Onto Innovation
ONTO
+$27.2M
4
CRDO icon
Credo Technology Group
CRDO
+$26.8M
5
COHR icon
Coherent
COHR
+$21M

Sector Composition

Rank Sector Weight
1 Technology 15.96%
2 Utilities 14.15%
3 Industrials 11.12%
4 Communication Services 2.89%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
CALL
NVIDIA
NVDA
$4.91T
$337M 7.12%
2,134,800
+1,929,100
+938% +$243M
TSM icon
2
CALL
TSMC
TSM
$2.07T
$302M 6.38%
1,333,500
+1,216,400
+1,039% +$225M
VST icon
3
Vistra
VST
$52.4B
$265M 5.6%
1,368,338
-113,753
-8% -$16.8M
INTC icon
4
CALL
Intel
INTC
$478B
$253M 5.34%
+11,276,700
New +$234M
GOOGL icon
5
CALL
Alphabet (Google) Class A
GOOGL
$4.23T
$244M 5.15%
1,384,100
+1,281,100
+1,244% +$210M
MU icon
6
Micron Technology
MU
$959B
$233M 4.91%
1,887,678
+382,618
+25% +$35.7M
CEG icon
7
Constellation Energy
CEG
$90.1B
$231M 4.87%
714,763
+80,276
+13% +$21.2M
VRT icon
8
Vertiv
VRT
$111B
$225M 4.76%
1,753,721
+31,484
+2% +$3.06M
AVGO icon
9
CALL
Broadcom
AVGO
$1.76T
$206M 4.36%
748,600
+672,700
+886% +$146M
GEV icon
10
GE Vernova
GEV
$284B
$204M 4.3%
384,669
-109,955
-22% -$45.8M
AMZN icon
11
CALL
Amazon
AMZN
$2.66T
$187M 3.94%
850,300
+812,200
+2,132% +$161M
CLS icon
12
Celestica
CLS
$34.6B
$186M 3.93%
1,191,321
+694,868
+140% +$73.9M
TSM icon
13
PUT
TSMC
TSM
$2.07T
$178M 3.77%
+787,600
New +$146M
MSFT icon
14
CALL
Microsoft
MSFT
$2.93T
$134M 2.82%
268,800
+252,700
+1,570% +$110M
NBIS
15
Nebius Group N.V.
NBIS
$45.1B
$123M 2.6%
2,228,124
+348,309
+19% +$12M
TLN
16
Talen Energy Corp
TLN
$17.8B
$109M 2.31%
376,428
+25,635
+7% +$6.08M
ALAB icon
17
Astera Labs
ALAB
$52B
$107M 2.26%
1,181,031
-152,167
-11% -$12M
MU icon
18
CALL
Micron Technology
MU
$959B
$88.6M 1.87%
718,600
+608,700
+554% +$56.9M
ORCL icon
19
CALL
Oracle
ORCL
$364B
$64.8M 1.37%
296,300
+257,200
+658% +$41.5M
CRWV
20
CALL
CoreWeave
CRWV
$39.9B
$64.3M 1.36%
+394,200
New +$36.3M
AMD icon
21
CALL
Advanced Micro Devices
AMD
$808B
$62.8M 1.33%
442,300
+439,200
+14,168% +$47.8M
NVDA icon
22
PUT
NVIDIA
NVDA
$4.91T
$61M 1.29%
+386,000
New +$48.6M
RIOT icon
23
Riot Platforms
RIOT
$6.91B
$58.1M 1.23%
5,141,221
+128,238
+3% +$1.09M
NRG icon
24
NRG Energy
NRG
$27.2B
$57.3M 1.21%
356,956
-388,738
-52% -$51.2M
FN icon
25
Fabrinet
FN
$17.1B
$57M 1.2%
193,581
+79,138
+69% +$17.6M
1
2 3 4

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Value Aligned Research Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Value Aligned Research Advisors held 86 positions worth $4.73B, up 245% from $1.37B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Value Aligned Research Advisors deployed $2.1B of net new capital in Q2 2025, opening 25 new positions and adding to 33 existing holdings. Its largest new stake was Iris Energy: 3,266,148 shares worth $47.6M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 29% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was NRG Energy, an estimated $51.2M trimmed.

  • Value Aligned Research Advisors's largest Q2 2025 buy was Iris Energy: 3,266,148 shares worth $47.6M.
  • Value Aligned Research Advisors added most to Celestica in Q2 2025, an estimated $73.9M increase.
  • Value Aligned Research Advisors's biggest Q2 2025 reduction was NRG Energy, cutting an estimated $51.2M.
  • Value Aligned Research Advisors fully exited Onto Innovation in Q2 2025, selling an estimated $27.2M.
  • Value Aligned Research Advisors's ten largest holdings make up 53% of its $4.73B portfolio in Q2 2025.
  • Value Aligned Research Advisors opened 25 new positions and closed 14 in Q2 2025.
  • Value Aligned Research Advisors's portfolio value rose 245% quarter-over-quarter to $4.73B.

Based on Value Aligned Research Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.