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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
+55.83%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.19B
AUM Growth
+$3.45B
Cap. Flow
+$1.73B
Cap. Flow %
21.12%
Top 10 Hldgs %
46.2%
Holding
83
New
11
Increased
38
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
CRWV
CoreWeave
CRWV
+$364M
2
EQT icon
EQT Corp
EQT
+$100M
3
NRG icon
NRG Energy
NRG
+$83.5M
4
CEG icon
Constellation Energy
CEG
+$73.9M
5
AVGO icon
Broadcom
AVGO
+$67.5M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$200M
2
MU icon
Micron Technology
MU
+$51.7M
3
FN icon
Fabrinet
FN
+$25.3M
4
CORZ icon
Core Scientific
CORZ
+$23M
5
NBIS
Nebius Group N.V.
NBIS
+$15.2M

Sector Composition

Rank Sector Weight
1 Technology 22.17%
2 Utilities 11.81%
3 Industrials 10.02%
4 Financials 4.5%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
CALL
NVIDIA
NVDA
$4.91T
$544M 6.64%
2,913,200
+778,400
+36% +$136M
TSM icon
2
CALL
TSMC
TSM
$2.07T
$511M 6.24%
1,828,000
+494,500
+37% +$121M
CRWV
3
CoreWeave
CRWV
$39.9B
$421M 5.15%
+3,079,120
New +$364M
INTC icon
4
CALL
Intel
INTC
$478B
$378M 4.62%
11,276,700
– –
GOOGL icon
5
CALL
Alphabet (Google) Class A
GOOGL
$4.23T
$338M 4.13%
1,391,100
+7,000
+0.5% +$1.47M
VRT icon
6
Vertiv
VRT
$111B
$335M 4.09%
2,221,109
+467,388
+27% +$62.3M
CLS icon
7
Celestica
CLS
$34.6B
$335M 4.09%
1,359,711
+168,390
+14% +$33.9M
CEG icon
8
Constellation Energy
CEG
$90.1B
$311M 3.79%
943,864
+229,101
+32% +$73.9M
VST icon
9
Vistra
VST
$52.4B
$306M 3.74%
1,562,250
+193,912
+14% +$38.4M
TSM icon
10
PUT
TSMC
TSM
$2.07T
$304M 3.71%
1,088,500
+300,900
+38% +$73.6M
AMZN icon
11
CALL
Amazon
AMZN
$2.66T
$289M 3.53%
1,316,200
+465,900
+55% +$105M
AVGO icon
12
CALL
Broadcom
AVGO
$1.76T
$275M 3.36%
834,900
+86,300
+12% +$26.5M
BE icon
13
Bloom Energy
BE
$61.1B
$273M 3.33%
3,223,969
+1,179,552
+58% +$54.8M
ALAB icon
14
Astera Labs
ALAB
$52B
$270M 3.3%
1,378,351
+197,320
+17% +$32.4M
MU icon
15
Micron Technology
MU
$959B
$248M 3.03%
1,483,742
-403,936
-21% -$51.7M
NBIS
16
Nebius Group N.V.
NBIS
$45.1B
$226M 2.76%
2,009,450
-218,674
-10% -$15.2M
MSFT icon
17
CALL
Microsoft
MSFT
$2.93T
$190M 2.32%
366,200
+97,400
+36% +$49.7M
TLN
18
Talen Energy Corp
TLN
$17.8B
$189M 2.31%
445,039
+68,611
+18% +$24.8M
NVDA icon
19
PUT
NVIDIA
NVDA
$4.91T
$187M 2.28%
1,001,400
+615,400
+159% +$107M
IREN icon
20
Iris Energy
IREN
$12B
$182M 2.22%
3,873,337
+607,189
+19% +$14.7M
NRG icon
21
NRG Energy
NRG
$27.2B
$145M 1.77%
892,960
+536,004
+150% +$83.5M
EQT icon
22
EQT Corp
EQT
$31B
$128M 1.56%
2,346,705
+1,894,224
+419% +$100M
MU icon
23
CALL
Micron Technology
MU
$959B
$120M 1.47%
718,600
– –
RIOT icon
24
Riot Platforms
RIOT
$6.91B
$106M 1.29%
5,570,188
+428,967
+8% +$5.94M
ORCL icon
25
CALL
Oracle
ORCL
$364B
$98.4M 1.2%
350,000
+53,700
+18% +$13.7M
1
2 3 4

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CB
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
ATO
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MIC
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SLAM
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EWA
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Value Aligned Research Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Value Aligned Research Advisors held 83 positions worth $8.19B, up 73% from $4.73B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Value Aligned Research Advisors deployed $1.73B of net new capital in Q3 2025, opening 11 new positions and adding to 38 existing holdings. Its largest new stake was CoreWeave: 3,079,120 shares worth $421M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 16% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was GE Vernova, an estimated $200M trimmed.

  • Value Aligned Research Advisors's largest Q3 2025 buy was CoreWeave: 3,079,120 shares worth $421M.
  • Value Aligned Research Advisors added most to EQT Corp in Q3 2025, an estimated $100M increase.
  • Value Aligned Research Advisors's biggest Q3 2025 reduction was GE Vernova, cutting an estimated $200M.
  • Value Aligned Research Advisors fully exited Core Scientific in Q3 2025, selling an estimated $23M.
  • Value Aligned Research Advisors's ten largest holdings make up 46% of its $8.19B portfolio in Q3 2025.
  • Value Aligned Research Advisors opened 11 new positions and closed 2 in Q3 2025.
  • Value Aligned Research Advisors's portfolio value rose 73% quarter-over-quarter to $8.19B.

Based on Value Aligned Research Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.