Latest Value Aligned Research Advisors, LLC Stock Portfolio

Value Aligned Research Advisors, LLC Performance:

2025 Q4: -2.66%YTD: 58.15%2024: 29.83%

Performance for 2025 Q4 is -2.66%, and YTD is 58.15%, and 2024 is 29.83%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Value Aligned Research Advisors, LLC reported an equity portfolio of $9.9 Billions as of 31 Dec, 2025.

The top stock holdings of Value Aligned Research Advisors, LLC are LITE, , VRT. The fund has invested 4.3% of it's portfolio in LUMENTUM HLDGS INC and 4.3% of portfolio in COREWEAVE INC.

The fund managers got completely rid off FABRINET (FN), TERAWULF INC (WULF) and TRANSALTA CORP (TAC) stocks. They significantly reduced their stock positions in AAON INC (AAON), MICRON TECHNOLOGY INC (MU) and NRG ENERGY INC (NRG). Value Aligned Research Advisors, LLC opened new stock positions in LUMENTUM HLDGS INC (LITE), APPLIED DIGITAL CORP (APLD) and CORE SCIENTIFIC INC NEW. The fund showed a lot of confidence in some stocks as they added substantially to GE VERNOVA INC, EMCOR GROUP INC (EME) and COMFORT SYS USA INC (FIX).

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 -2.66% in the last quarter. In trailing 12 months, it's portfolio return was 58.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lumentum hldgs inc	432,062,000
applied digital corp	138,380,000
core scientific inc new	117,786,000
solaris energy infras inc	44,863,900
seagate technology hldngs pl	34,776,800
oracle corp	27,562,000
galaxy digital inc.	23,727,300
asml holding n v	217,182

New stocks bought by Value Aligned Research Advisors, LLC

Additions

Ticker	% Inc.
ge vernova inc	395
emcor group inc	308
comfort sys usa inc	168
bitdeer technologies group	136
applied matls inc	117
coherent corp	96.18
coreweave inc	95.78
riot platforms inc	72.78

Additions to existing portfolio by Value Aligned Research Advisors, LLC

Reductions

Ticker	% Reduced
aaon inc	-92.05
micron technology inc	-85.25
nrg energy inc	-84.83
constellation energy corp	-68.55
talen energy corp	-64.64
astera labs inc	-58.77
vistra corp	-54.16
argan inc	-42.92

Value Aligned Research Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
terawulf inc	-12,983,800
transalta corp	-10,174,400
fabrinet	-42,593,800

Value Aligned Research Advisors, LLC got rid off the above stocks

Sector Distribution

Value Aligned Research Advisors, LLC has about 37.7% of it's holdings in Others sector.

Sector	%
Others	37.7
Technology	26.9
Industrials	18.5
Financial Services	7.6
Utilities	5
Energy	4.2

Market Cap. Distribution

Value Aligned Research Advisors, LLC has about 52.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43
UNALLOCATED	37.7
MEGA-CAP	9.2
MID-CAP	9

Stocks belong to which Index?

About 35.5% of the stocks held by Value Aligned Research Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.5
RUSSELL 2000	18.5
S&P 500	17

Top 5 Winners (%)		%
COHR	coherent corp	45.8 %
MU	micron technology inc	40.5 %
	legence corp	34.8 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
MU	micron technology inc	100.5 M
COHR	coherent corp	77.5 M
CLS	celestica inc	61.8 M
	hut 8 corp	26.4 M
VRT	vertiv holdings co	24.5 M

Top 5 Losers (%)		%
TSSI	tss inc del	-60.2 %
	coreweave inc	-40.8 %
RIOT	riot platforms inc	-28.4 %
	bitdeer technologies group	-27.2 %
YNDX	nebius group n.v.	-21.5 %

Top 5 Losers ($)		$
	coreweave inc	-297.1 M
YNDX	nebius group n.v.	-75.9 M
RIOT	riot platforms inc	-48.3 M
VST	vistra corp	-39.4 M
IREN	iren limited	-33.8 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 47 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Value Aligned Research Advisors, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.03	41,956	3,199,140	reduced	-92.05

AGX	argan inc	0.41	128,858	40,373,800	reduced	-42.92

AMAT	applied matls inc	1.39	538,231	138,320,000	added	117

AMZN	amazon com inc	0.01	4,922	1,136,100	unchanged	0.00

APLD	applied digital corp	1.39	5,643,550	138,380,000	new

ASML	asml holding n v	0.00	203	217,182	new

AVGO	broadcom inc	0.76	219,909	76,110,500	unchanged	0.00

BE	bloom energy corp	3.04	3,476,550	302,077,000	added	7.83

CEG	constellation energy corp	1.05	296,877	104,878,000	reduced	-68.55

CIFR	cipher mining inc	1.10	7,447,500	109,925,000	added	45.9

CLS	celestica inc	3.42	1,149,830	339,901,000	reduced	-15.44

COHR	coherent corp	2.48	1,335,220	246,441,000	added	96.18

EME	emcor group inc	0.68	111,108	67,974,800	added	308

EQT	eqt corp	1.57	2,915,700	156,282,000	added	24.25

FIX	comfort sys usa inc	1.38	147,021	137,213,000	added	168

FN	fabrinet	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	0.04	11,502	3,600,130	unchanged	0.00

GOOG	alphabet inc	0.01	4,785	1,501,530	unchanged	0.00

GTLB	gitlab inc	0.28	729,152	27,365,100	added	2.38

HNRG	hallador energy company	0.06	320,759	6,107,250	unchanged	0.00