Latest Value Aligned Research Advisors, LLC Stock Portfolio
Value Aligned Research Advisors, LLC Performance:
2025 Q3: 27.03%YTD: 62.47%2024: 29.83%
Performance for 2025 Q3 is 27.03%, and YTD is 62.47%, and 2024 is 29.83%.
About Value Aligned Research Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Value Aligned Research Advisors, LLC reported an equity portfolio of $8.2 Billions as of 30 Sep, 2025.
The top stock holdings of Value Aligned Research Advisors, LLC are , VRT, . The fund has invested 5.2% of it's portfolio in COREWEAVE INC and 4.1% of portfolio in VERTIV HOLDINGS CO.
The fund managers got completely rid off CORE SCIENTIFIC INC NEW stocks. They significantly reduced their stock positions in GE VERNOVA INC, ALPHABET INC (GOOG) and FABRINET (FN). Value Aligned Research Advisors, LLC opened new stock positions in COREWEAVE INC, CIPHER MINING INC (CIFR) and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), AMAZON COM INC (AMZN) and HALLADOR ENERGY COMPANY (HNRG).
The top stock holdings of Value Aligned Research Advisors, LLC are , VRT, . The fund has invested 5.2% of it's portfolio in COREWEAVE INC and 4.1% of portfolio in VERTIV HOLDINGS CO.
The fund managers got completely rid off CORE SCIENTIFIC INC NEW stocks. They significantly reduced their stock positions in GE VERNOVA INC, ALPHABET INC (GOOG) and FABRINET (FN). Value Aligned Research Advisors, LLC opened new stock positions in COREWEAVE INC, CIPHER MINING INC (CIFR) and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), AMAZON COM INC (AMZN) and HALLADOR ENERGY COMPANY (HNRG).
Value Aligned Research Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Value Aligned Research Advisors, LLC made a return of 27.03% in the last quarter. In trailing 12 months, it's portfolio return was 70.95%.
New Buys
| Ticker | $ Bought |
|---|---|
| coreweave inc | 421,378,000 |
| cipher mining inc | 64,266,100 |
| snowflake inc | 48,003,600 |
| comfort sys usa inc | 45,149,700 |
| gitlab inc | 32,105,300 |
| emcor group inc | 17,653,800 |
| terawulf inc | 12,983,800 |
| legence corp | 6,323,880 |
New stocks bought by Value Aligned Research Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 1,157,320 |
| amazon com inc | 5,430 |
| hallador energy company | 1,038 |
| eqt corp | 418 |
| coherent corp | 192 |
| nrg energy inc | 150 |
| applied matls inc | 123 |
| hut 8 corp | 110 |
Additions to existing portfolio by Value Aligned Research Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ge vernova inc | -85.78 |
| alphabet inc | -83.96 |
| fabrinet | -39.65 |
| nvidia corporation | -26.00 |
| micron technology inc | -21.4 |
| microsoft corp | -19.74 |
| nebius group n.v. | -9.81 |
Value Aligned Research Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| core scientific inc new | -23,038,600 |
Value Aligned Research Advisors, LLC got rid off the above stocks
Sector Distribution
Value Aligned Research Advisors, LLC has about 41% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 41 |
| Industrials | 18 |
| Utilities | 17.6 |
| Technology | 16 |
| Financial Services | 4.2 |
| Energy | 3.1 |
Market Cap. Distribution
Value Aligned Research Advisors, LLC has about 42.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 41 |
| LARGE-CAP | 40.2 |
| MID-CAP | 13.3 |
| SMALL-CAP | 3.2 |
| MEGA-CAP | 2.2 |
Stocks belong to which Index?
About 40.2% of the stocks held by Value Aligned Research Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 59.7 |
| S&P 500 | 25 |
| RUSSELL 2000 | 15.2 |
Value Aligned Research Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Value Aligned Research Advisors, LLC
Value Aligned Research Advisors, LLC has 42 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. EQT proved to be the most loss making stock for the portfolio. BE was the most profitable stock for Value Aligned Research Advisors, LLC last quarter.
Last Reported on: 03 Dec, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.60 | 527,874 | 49,324,500 | added | 57.81 | ||
| AGX | argan inc | 0.74 | 225,750 | 60,963,800 | added | 104 | ||
| AMAT | applied matls inc | 0.62 | 247,969 | 50,769,200 | added | 123 | ||
| AMZN | amazon com inc | 0.01 | 4,922 | 1,080,720 | added | 5,430 | ||
| AVGO | broadcom inc | 0.89 | 219,909 | 72,550,200 | added | 1,157,320 | ||
| BE | bloom energy corp | 3.33 | 3,223,970 | 272,651,000 | added | 57.7 | ||
| CEG | constellation energy corp | 3.79 | 943,864 | 310,597,000 | added | 32.05 | ||
| CIFR | cipher mining inc | 0.78 | 5,104,540 | 64,266,100 | new | |||
| COHR | coherent corp | 0.90 | 680,599 | 73,314,100 | added | 192 | ||
| EME | emcor group inc | 0.22 | 27,179 | 17,653,800 | new | |||
| EQT | eqt corp | 1.56 | 2,346,700 | 127,731,000 | added | 418 | ||
| FIX | comfort sys usa inc | 0.55 | 54,715 | 45,149,700 | new | |||
| FN | fabrinet | 0.52 | 116,817 | 42,593,800 | reduced | -39.65 | ||
| GOOG | alphabet inc | 0.03 | 11,502 | 2,796,140 | reduced | -83.96 | ||
| GOOG | alphabet inc | 0.01 | 4,785 | 1,165,390 | unchanged | 0.00 | ||
| GTLB | gitlab inc | 0.39 | 712,184 | 32,105,300 | new | |||
| HNRG | hallador energy company | 0.08 | 320,759 | 6,277,250 | added | 1,038 | ||
| KLAC | kla corp | 0.49 | 37,140 | 40,059,200 | added | 57.97 | ||
| LRCX | lam research corp | 0.82 | 500,863 | 67,065,600 | added | 3.84 | ||
| MSFT | microsoft corp | 0.00 | 374 | 193,713 | reduced | -19.74 | ||