Value Aligned Research Advisors, LLC
Long book
$8.44B
Q1 2026
Positions
53
Top-10 weight
57%
concentration
Last quarter
+46.1%
SPY +14.8%
Turnover
33%
of book per quarter
Strategy in plain words
auto-generated from filingsValue Aligned Research Advisors, LLC is a concentrated fundamental stock-picker, running a $8.44B US long book across 53 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: LUMENTUM HOLDINGS INC, COREWEAVE INC-CL A, BLOOM ENERGY CORP- A, NEBIUS GROUP NV, VERTIV HOLDINGS CO-A.
Over the last 9 quarters its long book ran on average 11.7pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
-8.8%
Q3 2024
+4.9%
Q4 2024
-23.5%
Q1 2025
+63.3%
Q2 2025
+41.3%
Q3 2025
-0.5%
Q4 2025
+22.0%
Q1 2026
+46.1%
Sector allocation
Technology 51%
Industrials 19%
Other 11%
Financials 9%
Energy 4%
Services media 3%
Materials 3%
Utilities 1%
Long book by quarter
What does Value Aligned own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LITE LUMENTUM HOLDINGS INC | Technology | 1.1M | $743.0M | 8.8% | -9.8% |
| CRWV COREWEAVE INC-CL A | Technology | 8.3M | $641.5M | 7.6% | +37.4% |
| BE BLOOM ENERGY CORP- A | Industrials | 4.6M | $621.2M | 7.4% | +31.9% |
| NBIS NEBIUS GROUP NV | Technology | 5.8M | $603.2M | 7.1% | +75.9% |
| VRT VERTIV HOLDINGS CO-A | Technology | 1.9M | $486.1M | 5.8% | -10.7% |
| CLS CELESTICA INC | Technology | 1.5M | $420.1M | 5.0% | +29.7% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 914.7K | $358.3M | 4.2% | +624.3% |
| WDC WESTERN DIGITAL CORP | Technology | 1.3M | $350.4M | 4.2% | New |
| COHR COHERENT CORP | Other | 1.3M | $306.1M | 3.6% | -3.7% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 213.6K | $294.6M | 3.5% | +45.3% |
| EQT EQT CORP | Energy | 4.2M | $266.5M | 3.2% | +43.6% |
| FTAI FTAI AVIATION LTD | Services media | 1.1M | $262.4M | 3.1% | New |
| FCX FREEPORT-MCMORAN INC | Materials | 4.4M | $259.9M | 3.1% | New |
| AMAT APPLIED MATERIALS INC | Technology | 731.7K | $250.1M | 3.0% | +35.9% |
| LRCX LAM RESEARCH CORP | Industrials | 1.1M | $235.1M | 2.8% | +55.7% |
| KLAC KLA CORP | Other | 143.4K | $211.1M | 2.5% | +182.4% |
| EME EMCOR GROUP INC | Industrials | 223.5K | $165.0M | 2.0% | +101.2% |
| IREN IREN LTD | Financials | 4.8M | $163.4M | 1.9% | +35.6% |
| APLD APPLIED DIGITAL CORP | Technology | 6.7M | $158.3M | 1.9% | +18.2% |
| NVDA NVIDIA CORP | Technology | 853.7K | $148.9M | 1.8% | +777.8% |
| CIFR CIPHER DIGITAL INC | Financials | 11.0M | $141.6M | 1.7% | +47.7% |
| HUT HUT 8 CORP | Financials | 2.9M | $135.2M | 1.6% | +3.4% |
| CORZ CORE SCIENTIFIC INC | Financials | 7.7M | $115.5M | 1.4% | -4.6% |
| WULF TERAWULF INC | Financials | 7.8M | $113.2M | 1.3% | New |
| AAOI APPLIED OPTOELECTRONICS INC | Technology | 1.3M | $107.3M | 1.3% | New |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 70.5K | $93.2M | 1.1% | +34652.7% |
| MU MICRON TECHNOLOGY INC | Technology | 218.8K | $73.9M | 0.9% | Held |
| SNOW SNOWFLAKE INC | Technology | 481.3K | $72.6M | 0.9% | +54.2% |
| SNDK SANDISK CORP | Technology | 105.2K | $66.8M | 0.8% | New |
| RIOT RIOT PLATFORMS INC | Financials | 5.2M | $64.0M | 0.8% | -46.2% |
| ALAB ASTERA LABS INC | Technology | 568.3K | $62.3M | 0.7% | Held |
| SEI SOLARIS ENERGY INFRASTRUCTUR | Industrials | 897.0K | $50.7M | 0.6% | -8.1% |
| TSEM TOWER SEMICONDUCTOR LTD | Technology | 270.4K | $47.5M | 0.6% | New |
| GEV GE VERNOVA INC | Industrials | 44.4K | $38.8M | 0.5% | -83.6% |
| ACMR ACM RESEARCH INC-CLASS A | Industrials | 955.9K | $37.6M | 0.4% | New |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 89.5K | $36.4M | 0.4% | New |
| LBRT LIBERTY ENERGY INC | Energy | 1.3M | $36.4M | 0.4% | New |
| BTDR BITDEER TECHNOLOGIES GROUP-A | Financials | 4.0M | $35.0M | 0.4% | +23.8% |
| TAC TRANSALTA CORP | Utilities | 2.6M | $34.1M | 0.4% | New |
| TLN TALEN ENERGY CORP | Utilities | 69.7K | $22.3M | 0.3% | -55.7% |
| INTC INTEL CORP | Technology | 503.7K | $22.2M | 0.3% | New |
| LGN LEGENCE CORP-CL A | Industrials | 308.1K | $17.4M | 0.2% | +22.4% |
| ORCL ORACLE CORP | Technology | 115.1K | $16.9M | 0.2% | -18.6% |
| 1B2 BITFARMS LTD/CANADA | — | 7.8M | $15.2M | 0.2% | New |
| AVGO BROADCOM INC | Technology | 48.9K | $15.1M | 0.2% | -77.8% |
| BKV BKV CORPORATION | Energy | 323.1K | $9.2M | 0.1% | +68.0% |
| TSSI TSS INC | Services media | 460.5K | $6.0M | 0.1% | Held |
| HNRG HALLADOR ENERGY CO | Utilities | 320.8K | $5.2M | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 11.5K | $3.3M | 0.0% | Held |
| GOOG ALPHABET INC-CL C | Technology | 4.8K | $1.4M | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 18, 2026 | 107 | $20.71B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 86 | $9.94B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ARESTATEMENT | Dec 3, 2025 | 81 | $8.19B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 80 | $6.83B | SEC ↗ | |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 72 | $4.73B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 61 | $1.37B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ARESTATEMENT | Feb 18, 2025 | 47 | $365.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 47 | $365.8M | SEC ↗ | |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 21 | $384.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 31 | $456.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 19 | $507.0M | canonical | SEC ↗ |
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