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Latest Value Aligned Research Advisors, LLC Stock Portfolio

$20.71Billion– No. of Holdings #53

Value Aligned Research Advisors, LLC Performance:
2026 Q1: 15.54%YTD: 15.54%2025: 58.15%
Performance for 2026 Q1 is 15.54%, and YTD is 15.54%, and 2025 is 58.15%.

About Value Aligned Research Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Value Aligned Research Advisors, LLC reported an equity portfolio of $20.7 Billions as of 31 Mar, 2026.

The top stock holdings of Value Aligned Research Advisors, LLC are LITE, , BE. The fund has invested 3.6% of it's portfolio in LUMENTUM HLDGS INC and 3.1% of portfolio in COREWEAVE INC.

The fund managers got completely rid off ARGAN INC (AGX), GALAXY DIGITAL INC. and AAON INC (AAON) stocks. They significantly reduced their stock positions in GE VERNOVA INC, BROADCOM INC (AVGO) and RIOT PLATFORMS INC (RIOT). Value Aligned Research Advisors, LLC opened new stock positions in WESTERN DIGITAL CORP (WDC), FTAI AVIATION LTD (FTAI) and FREEPORT MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to ASML HLDG NV (ASML), NVIDIA CORPORATION (NVDA) and SEAGATE TECHNOLOGY HLDNGS PL (STX).
Value Aligned Research Advisors, LLC Equity Portfolio Value
Last Reported on: 18 May, 2026

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 15.54% in the last quarter. In trailing 12 months, it's portfolio return was 110.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
western digital corp350,403,000
ftai aviation ltd262,369,000
freeport mcmoran inc259,894,000
terawulf inc113,250,000
applied optoelectronics inc107,255,000
sandisk corp66,837,100
tower semiconductor ltd47,457,000
acm resh inc37,615,700
New stocks bought by Value Aligned Research Advisors, LLC

Additions

Ticker% Inc.
asml hldg nv34,652
nvidia corporation777
seagate technology hldngs pl624
kla corp182
emcor group inc101
nebius group n.v.75.86
bkv corp68.00
lam research corp55.66
Additions to existing portfolio by Value Aligned Research Advisors, LLC

Reductions

Ticker% Reduced
ge vernova inc-83.62
broadcom inc-77.76
talen energy corp-55.7
riot platforms inc-46.21
oracle corp-18.62
vertiv holdings co-10.74
lumentum hldgs inc-9.81
solaris energy infras inc-8.09
Value Aligned Research Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
galaxy digital inc.-23,727,300
argan inc-40,373,800
aaon inc-3,199,140
Value Aligned Research Advisors, LLC got rid off the above stocks

Sector Distribution

Value Aligned Research Advisors, LLC has about 34.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Energy
  • Basic Materials
Sector%
Technology34.9
Others29.9
Industrials22.1
Financial Services5.7
Energy4.3
Basic Materials3.1

Market Cap. Distribution

Value Aligned Research Advisors, LLC has about 61.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP52.5
UNALLOCATED29.9
MEGA-CAP9.1
MID-CAP7.8

Stocks belong to which Index?

About 47.8% of the stocks held by Value Aligned Research Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others52.2
S&P 50026.2
RUSSELL 200021.6
Top 5 Winners (%)%
LITE
lumentum hldgs inc
86.2 %
TSSI
tss inc del
84.0 %
VRT
vertiv holdings co
51.7 %
BE
bloom energy corp
46.1 %
FIX
comfort sys usa inc
37.5 %
Top 5 Winners ($)$
LITE
lumentum hldgs inc
372.5 M
BE
bloom energy corp
195.9 M
VRT
vertiv holdings co
182.2 M
YNDX
nebius group n.v.
91.4 M
FIX
comfort sys usa inc
80.4 M
Top 5 Losers (%)%
astera labs inc
-34.1 %
SNOW
snowflake inc
-27.3 %
MSFT
microsoft corp
-23.5 %
ORCL
oracle corp
-22.2 %
bitdeer technologies group
-21.1 %
Top 5 Losers ($)$
astera labs inc
-32.3 M
SNOW
snowflake inc
-27.2 M
CLS
celestica inc
-18.4 M
CIFR
cipher digital inc
-17.4 M
IREN
iren limited
-14.5 M

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 53 stocks in it's portfolio. About 23.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. LITE was the most profitable stock for Value Aligned Research Advisors, LLC last quarter.

Last Reported on: 18 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions