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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
+12.9%
1 Year Est. Return
+292.88%
3 Year Est. Return
+862.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.94B
AUM Growth
+$1.76B
Cap. Flow
+$1.57B
Cap. Flow %
15.83%
Top 10 Hldgs %
49.81%
Holding
90
New
9
Increased
36
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$301M
2
CRWV
CoreWeave
CRWV
+$299M
3
APLD icon
Applied Digital
APLD
+$163M
4
CORZ icon
Core Scientific
CORZ
+$141M
5
NBIS
Nebius Group N.V.
NBIS
+$134M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$290M
2
CEG icon
Constellation Energy
CEG
+$235M
3
VST icon
Vistra
VST
+$154M
4
ALAB icon
Astera Labs
ALAB
+$136M
5
NRG icon
NRG Energy
NRG
+$125M

Sector Composition

Rank Sector Weight
1 Technology 26.01%
2 Industrials 10.97%
3 Financials 4.09%
4 Utilities 3.09%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
CALL
NVIDIA
NVDA
$4.91T
$1.06B 10.64%
5,675,800
+2,762,600
+95% +$514M
TSM icon
2
CALL
TSMC
TSM
$2.07T
$556M 5.59%
1,828,000
– –
GOOGL icon
3
CALL
Alphabet (Google) Class A
GOOGL
$4.23T
$512M 5.14%
1,634,600
+243,500
+18% +$69.6M
AMZN icon
4
CALL
Amazon
AMZN
$2.66T
$472M 4.74%
2,043,300
+727,100
+55% +$166M
LITE icon
5
Lumentum
LITE
$57B
$432M 4.34%
+1,172,201
New +$301M
CRWV
6
CoreWeave
CRWV
$39.9B
$432M 4.34%
6,028,220
+2,949,100
+96% +$299M
INTC icon
7
CALL
Intel
INTC
$478B
$407M 4.09%
11,019,800
-256,900
-2% -$9.7M
TSM icon
8
PUT
TSMC
TSM
$2.07T
$394M 3.96%
1,297,300
+208,800
+19% +$61.3M
VRT icon
9
Vertiv
VRT
$111B
$352M 3.54%
2,173,391
-47,718
-2% -$8.28M
CLS icon
10
Celestica
CLS
$34.6B
$340M 3.42%
1,149,828
-209,883
-15% -$63.3M
BE icon
11
Bloom Energy
BE
$61.1B
$302M 3.04%
3,476,548
+252,579
+8% +$26.5M
AVGO icon
12
CALL
Broadcom
AVGO
$1.76T
$302M 3.03%
872,000
+37,100
+4% +$13.3M
NBIS
13
Nebius Group N.V.
NBIS
$45.1B
$277M 2.78%
3,305,776
+1,296,326
+65% +$134M
COHR icon
14
Coherent
COHR
$54.3B
$246M 2.48%
1,335,217
+654,618
+96% +$97.9M
MSFT icon
15
CALL
Microsoft
MSFT
$2.93T
$205M 2.06%
424,100
+57,900
+16% +$29M
MU icon
16
CALL
Micron Technology
MU
$959B
$205M 2.06%
718,600
– –
NVDA icon
17
PUT
NVIDIA
NVDA
$4.91T
$187M 1.88%
1,001,400
– –
GEV icon
18
GE Vernova
GEV
$284B
$177M 1.78%
271,213
+216,496
+396% +$132M
EQT icon
19
EQT Corp
EQT
$31B
$156M 1.57%
2,915,700
+568,995
+24% +$32M
APLD icon
20
Applied Digital
APLD
$7.37B
$138M 1.39%
+5,643,550
New +$163M
AMAT icon
21
Applied Materials
AMAT
$421B
$138M 1.39%
538,231
+290,262
+117% +$69.6M
FIX icon
22
Comfort Systems
FIX
$58.9B
$137M 1.38%
147,021
+92,306
+169% +$85.2M
IREN icon
23
Iris Energy
IREN
$12B
$133M 1.34%
3,515,247
-358,090
-9% -$18.5M
HUT
24
Hut 8
HUT
$10.3B
$128M 1.29%
2,788,516
+839,521
+43% +$37M
RIOT icon
25
Riot Platforms
RIOT
$6.91B
$122M 1.23%
9,624,147
+4,053,959
+73% +$69.3M
1
2 3 4

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Value Aligned Research Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Value Aligned Research Advisors held 90 positions worth $9.94B, up 21% from $8.19B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Value Aligned Research Advisors deployed $1.57B of net new capital in Q4 2025, opening 9 new positions and adding to 36 existing holdings. Its largest new stake was Lumentum: 1,172,201 shares worth $432M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Micron Technology, an estimated $290M trimmed.

  • Value Aligned Research Advisors's largest Q4 2025 buy was Lumentum: 1,172,201 shares worth $432M.
  • Value Aligned Research Advisors added most to CoreWeave in Q4 2025, an estimated $299M increase.
  • Value Aligned Research Advisors's biggest Q4 2025 reduction was Micron Technology, cutting an estimated $290M.
  • Value Aligned Research Advisors fully exited Fabrinet in Q4 2025, selling an estimated $42.6M.
  • Value Aligned Research Advisors's ten largest holdings make up 50% of its $9.94B portfolio in Q4 2025.
  • Value Aligned Research Advisors opened 9 new positions and closed 4 in Q4 2025.
  • Value Aligned Research Advisors's portfolio value rose 21% quarter-over-quarter to $9.94B.

Based on Value Aligned Research Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.