Institutional Manager · CIK 0001963565
Value Aligned Research Advisors, LLC
PRINCETON, NJ · File #028-22768
Latest AUM
$9.94B
Positions
86
Top-10 Concentration
51.6%
Filings
11
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ALPHABET INC | GOOG | +1,620,689 | +$507.3M | -$333.8M |
| NEW | LUMENTUM HLDGS INC | LITE | +1,172,201 | +$432.1M | $0 |
| ADD | INTEL CORP | INTC | +10,907,033 | +$402.5M | -$374.2M |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +1,286,415 | +$390.9M | -$300.7M |
| ADD | MICROSOFT CORP | MSFT | +420,438 | +$203.3M | -$187.9M |
| ADD | NVIDIA CORPORATION | NVDA | +991,386 | +$184.9M | -$185.0M |
| NEW | APPLIED DIGITAL CORP | APLD | +5,643,550 | +$138.4M | $0 |
| NEW | CORE SCIENTIFIC INC NEW | 21874A106 | +8,089,697 | +$117.8M | $0 |
| ADD | COMFORT SYS USA INC | 199908104 | +110,006 | +$102.7M | +$4.0M |
| ADD | BROADCOM INC | AVGO | +287,474 | +$99.5M | -$82.5M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202586 pos · $9.94B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202581 pos · $8.19B
- 13F HOLDINGS REPORTQ/E Sep 202580 pos · $6.83B
- 13F HOLDINGS REPORTQ/E Jun 202572 pos · $4.73B
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $1.37B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202447 pos · $365.8M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $365.8M
- 13F HOLDINGS REPORTQ/E Sep 202421 pos · $384.9M
- 13F HOLDINGS REPORTQ/E Jun 202431 pos · $456.6M
- 13F HOLDINGS REPORTQ/E Mar 202419 pos · $507.0M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $317.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,675,800 | $1.06B | 11.03% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,828,000 | $555.5M | 5.79% |
| 3 | ALPHABET INC | GOOG | 1,634,600 | $511.6M | 5.33% |
| 4 | AMAZON COM INC | AMZN | 2,043,300 | $471.6M | 4.92% |
| 5 | LUMENTUM HLDGS INC | LITE | 1,172,201 | $432.1M | 4.50% |
| 6 | COREWEAVE INC | CRWV | 6,028,220 | $431.7M | 4.50% |
| 7 | INTEL CORP | INTC | 11,019,800 | $406.6M | 4.24% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,297,300 | $394.2M | 4.11% |
| 9 | VERTIV HOLDINGS CO | VRT | 2,173,391 | $352.1M | 3.67% |
| 10 | CELESTICA INC | CLS | 1,149,828 | $339.9M | 3.54% |
| 11 | BLOOM ENERGY CORP | BE | 3,476,548 | $302.1M | 3.15% |
| 12 | BROADCOM INC | AVGO | 872,000 | $301.8M | 3.15% |
| 13 | NEBIUS GROUP N.V. | NBIS | 3,305,776 | $276.7M | 2.88% |
| 14 | COHERENT CORP | COHR | 1,335,217 | $246.4M | 2.57% |
| 15 | MICROSOFT CORP | MSFT | 424,100 | $205.1M | 2.14% |
| 16 | MICRON TECHNOLOGY INC | MU | 718,600 | $205.1M | 2.14% |
| 17 | NVIDIA CORPORATION | NVDA | 1,001,400 | $186.8M | 1.95% |
| 18 | GE VERNOVA INC | GEV | 271,213 | $177.3M | 1.85% |
| 19 | EQT CORP | EQT | 2,915,700 | $156.3M | 1.63% |
| 20 | APPLIED DIGITAL CORP | APLD | 5,643,550 | $138.4M | 1.44% |