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Value Aligned Research Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963565
Institutional-grade research for retail investors

Sector Allocation

  • Technology76.8%$12.8B
  • Financials9.4%$1.6B
  • Industrials8.1%$1.4B
  • Consumer Discretionary2.3%$387.4M
  • Energy1.6%$264.0M
  • Communication Services1.2%$193.4M
  • Utilities0.6%$105.1M
  • Real Estate0.1%$12.5M

AUM History

13fpro.ai/research/fund/value-aligned-research-advisors-llc-1963565

Conviction and streaks

Stable · top 10 = 56.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

BE$BEConviction hold10.1% weight · held 7 quartersNBIS$NBISConviction hold10.1% weight · held 7 quartersCRWV$CRWVConviction hold6.5% weight · held 4 quartersMU$MUConviction hold5.1% weight · held 7 quartersCLS$CLSConviction hold3.4% weight · held 9 quartersBE$BEAccumulating+247% shares · 5 quarters runningEQT$EQTAccumulating+161826% shares · 5 quarters runningBTDR$BTDRAccumulating+525% shares · 4 quarters runningNBIS$NBISAccumulating+408% shares · 3 quarters runningCRWV$CRWVAccumulating+442% shares · 3 quarters runningTLN$TLNTrimming-95% shares · 4 quarters runningLITE$LITETrimming-37% shares · 2 quarters runningVRT$VRTTrimming-34% shares · 2 quarters runningCOHR$COHRTrimming-76% shares · 2 quarters runningRIOT$RIOTTrimming-66% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/value-aligned-research-advisors-llc-1963565

Value Aligned Research Advisors, LLC 13F holdings — Q2 2026

$40.1B portfolio (+93.7% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio

Includes $23.4B of put/call options ($2.9B puts, $20.5B calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $16.7B. Weights use the stock portfolio.

All holdings — Value Aligned Research Advisors, LLC (Q2 2026)

123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GOOGL$GOOGLCALLAlphabet Inc.$4.7B+63%
AMZN$AMZNCALLAMAZON COM INC$4.4B+84%
NVDA$NVDACALLNVIDIA CORP$4.0B+16%
MU$MUCALLMICRON TECHNOLOGY INC$1.2B+40%
TSM$TSMCALLTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.0B-20%
NVDA$NVDAPUTNVIDIA CORP$891.5M+345%
INTC$INTCCALLINTEL CORP$880.7M-50%
ASML$ASMLCALLASML HOLDING NV$637.8M+54%
TSM$TSMPUTTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$621.8M-31%
CRWV$CRWVCALLCoreWeave, Inc.$575.3M+284%
AVGO$AVGOPUTBroadcom Inc.$546.1M+399%
FIX$FIXCOMFORT SYSTEMS USA INC$482.8M+14%
VRT$VRTVertiv Holdings Co$481.4M-26%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$481.1MNew
AMZN$AMZNAMAZON COM INC$387.4MNew

What changed in Q2 2026

Against the previous quarter's 13F: 26 new, 49 added to, 23 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.

New positions (26)

  • AMD$AMDPUTADVANCED MICRO DEVICES INC$356.1M

    first bought this quarter

  • CBRS$CBRSCerebras Systems Inc.$241.9M

    first bought this quarter

  • MSFT$MSFTPUTMICROSOFT CORP$201.0M

    first bought this quarter

  • ECHO$ECHOEchoStar CORP$193.4M

    first bought this quarter

  • FPS$FPSForgent Power Solutions, Inc.$176.4M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$100.8M

    first bought this quarter

+20 more in the Excel export

Added to (49)

  • AMZN$AMZNCALLAMAZON COM INC+84%

    now $4.4B

  • GOOGL$GOOGLCALLAlphabet Inc.+63%

    now $4.7B

  • INTC$INTCINTEL CORP+1160%

    now $886.1M · held 2 qtrs, 2 adds in a row

  • NVDA$NVDAPUTNVIDIA CORP+345%

    now $891.5M

  • MU$MUMICRON TECHNOLOGY INC+235%

    now $846.1M · held 6+ qtrs

  • NVDA$NVDACALLNVIDIA CORP+16%

    now $4.0B

+43 more in the Excel export

Trimmed (23)

  • INTC$INTCCALLINTEL CORP-50%

    now $880.7M

  • AMAT$AMATAPPLIED MATERIALS INC /DE-90%

    now $50.3M · held 6+ qtrs

  • LRCX$LRCXLAM RESEARCH CORP-89%

    now $52.7M · held 6+ qtrs

  • COHR$COHRCOHERENT CORP.-75%

    now $125.9M · held 6+ qtrs, 2 trims in a row

  • LITE$LITELumentum Holdings Inc.-31%

    now $630.4M · held 3 qtrs, 2 trims in a row

  • TSM$TSMPUTTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-31%

    now $621.8M

+17 more in the Excel export

Sold out (10)

  • FCX$FCXFREEPORT-MCMORAN INCwas $259.9M

    held 1 qtr

  • KLAC$KLACKLA CORPwas $211.1M

    held 5+ qtrs

  • SNOW$SNOWSnowflake Inc.was $72.6M

    held 3 qtrs

  • SEI$SEISolaris Energy Infrastructure, Inc.was $50.7M

    held 2 qtrs

  • TSEM$TSEMTOWER SEMICONDUCTOR LTDwas $47.5M

    held 1 qtr

  • LBRT$LBRTLiberty Energy Inc.was $36.4M

+4 more in the Excel export

Firm AUM (Form ADV): $9.1B as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Value Aligned Research Advisors, LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Value Aligned Research Advisors's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-27.3%

Value-weighted move of the 10 largest stock positions

Turnover

25%

Last quarter; 82% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

62%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Value Aligned Research Advisors, LLC disclosed 123 positions worth $40.1B in its Form 13F-HR for Q2 2026 — $16.7B in common stock plus $23.4B of put/call option positions (reported at underlying notional value, not premium at risk), led by $BE (Bloom Energy Corp) at 10.1% of the equity portfolio, followed by $NBIS and $CRWV. During the quarter the fund opened 26 new positions and exited 10 — including a new stake in $AMD and a full exit from $FCX. The portfolio is most concentrated in Technology (76.8% of disclosed assets). All figures are sourced directly from Value Aligned Research Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1963565.

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AI-Powered Hedge Fund Analysis: Value Aligned Research Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Value Aligned Research Advisors, LLC (SEC CIK: 1963565), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Value Aligned Research Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.