VA
Value Aligned Research Advisors, LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Value Aligned Research Advisors, LLCCIK: 0001963565
Diversified strategySector-focusedMomentum follower
Total reported value
$40.1B
Reporting period: 2026-06-30 · Number of holdings: 123
Value Aligned Research Advisors, LLC disclosed 123 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $40.1B and a quarterly turnover rate of 71.6%.
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Personality snowflake
- Concentration
- 24.81
- Portfolio Stability
- 71.58
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 81.25
Value Aligned Research Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.062 — mathematically equivalent to about 16 equally-sized positions, well below its 123 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NVDA
+31.8% $1.7B
Add MU
+76.8% $1.7B
Trim TSM
-2.8% $584.7M
Trim LITE
-29.8% -$106.2M
Add AMZN
+99.3% $2.7B
Add SNDK
+140.0% $777.6M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
In Q2 2026, the manager executed a clear capital rotation within the tech complex: MU's weight tripled from 1.6% to 5.0% (a notable new position), while AMZN, GOOGL, NBIS, and BE were all actively added. NVDA, despite the 'add' label, saw its weight contract from 16.25% to 12.68%, suggesting the share increase lagged price appreciation or that some relative profit-taking occurred. INTC's 'trim' is ambiguous given its weight rose from 2.8% to 4.4% — likely a lighter trim or price-driven drift. The turnover ratio of 71.6% indicates an aggressive, hands-on quarter with a bias toward high-beta tech names.
Macro & Fundamentals
The flows appear to align with a broader capital rotation from AI/GPU leaders into memory, AI infrastructure, and energy-transition plays—consistent with the market's search for AI 'picks and shovels' beyond the core chipmaker. This is, however, an inference from limited positional data; relative valuations or idiosyncratic catalysts could equally explain the shifts, and no causal claim can be made without deeper holdings data.
Blind Spots / Risks
The portfolio's principal vulnerability is its extreme sector conviction—59.4% in Information Technology with essentially no allocation to defensive sectors like Utilities (0.14%) or Materials (0.55%). That makes it structurally exposed to a sharp de-rating in tech multiples. The INTC data point is a red flag: a 'trim' label paired with a rising weight suggests either a passive price surge or a data discrepancy, and any investor relying on this table to infer intentional exposure changes should treat that ticker's signal as unreliable.
This overview is machine-generated from this institution's regulatory filings on SEC EDGAR and describes past disclosures only — it does not constitute financial advice. View the original 2026-06-30 Form 13F filing on SEC.gov
Top 10 holdings by weight
Full holdings list this quarter
Showing top 72 holdings (of 123 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.68% | -3.57% | +31.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.94% | +0.81% | +67.20% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.82% | +1.78% | +99.26% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.36% | -2.20% | -2.82% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 5.00% | +3.40% | +76.81% | |
| 6 | NBIS | Nebius Group N.V. | Stock-Other | 4.78% | +1.65% | +11.22% | |
| 7 | INTC | Intel CORP | Stock-Tech | 4.40% | +1.60% | -3.83% | |
| 8 | BE | Bloom Energy Corp- A | Stock-Industrials | 4.24% | +1.23% | +22.14% | |
| 9 | CRWV | Coreweave Inc-cl A | Stock-Tech | 4.16% | +0.50% | +71.33% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.36% | +0.48% | +99.75% | |
| 11 | SNDK | Sandisk CORP | Stock-Tech | 2.19% | +1.70% | +139.98% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.01% | -0.99% | -2.85% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.99% | +1.24% | +80.34% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.94% | +0.16% | +40.07% | |
| 15 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.71% | -0.02% | -22.44% | |
| 16 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.59% | -2.00% | -29.81% | |
| 17 | CLS | Celestica Inc | Stock-Tech | 1.58% | -0.47% | +15.64% | |
| 18 | WDC | Western Digital CORP | Stock-Tech | 1.57% | -0.12% | -23.70% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | +0.56% | +225.16% | |
| 20 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.20% | -0.22% | +14.03% | |
| 21 | IREN | IREN Limited | Stock-Other | 1.12% | +0.23% | +82.03% | |
| 22 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.00% | -0.33% | +32.77% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.79% | +6.73% | |
| 24 | WULF | Terawulf Inc | Stock-Financials | 0.92% | +0.29% | +65.48% | |
| 25 | EQT | Eqt CORP | Stock-Energy | 0.80% | -0.89% | +9.15% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 0.72% | -0.08% | +56.57% | |
| 27 | CIFR | Cipher Digital Inc | Stock-Tech | 0.71% | — | +1.69% | |
| 28 | ALAB | Astera Labs Inc | Stock-Tech | 0.68% | +0.38% | — | |
| 29 | APLD | Applied Digital CORP | Stock-Tech | 0.61% | -0.18% | -4.89% | |
| 30 | ✓ | Stock-Other | 0.60% | +0.60% | NEW | ||
| 31 | CORZ | Core Scientific Inc | Stock-Tech | 0.60% | +0.04% | +21.84% | |
| 32 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 0.60% | +0.07% | +25.30% | |
| 33 | ZM | Zoom Communications Inc | Stock-Tech | 0.56% | +0.13% | +136.06% | |
| 34 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.51% | +0.51% | NEW | |
| 35 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.50% | -1.25% | -47.97% | |
| 36 | HUT | Hut 8 CORP | Stock-Financials | 0.48% | -0.22% | -46.35% | |
| 37 | FPS | Forgent Power Solutions Inc | Stock-Other | 0.44% | +0.44% | NEW | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | -1.06% | -74.97% | |
| 39 | ACMR | Acm Research Inc-class A | Stock-Other | 0.33% | +0.15% | +10.25% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | -1.02% | -76.57% | |
| 41 | COHR | Coherent CORP | Stock-Tech | 0.32% | -1.17% | -74.74% | |
| 42 | RIOT | Riot Platforms Inc | Stock-Financials | 0.29% | -0.02% | -19.23% | |
| 43 | ✓ | Stock-Other | 0.25% | +0.25% | NEW | ||
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.24% | -0.10% | +1.37% | |
| 45 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.23% | +0.23% | NEW | |
| 46 | ✓ | Bitdeer Technologies Group | Stock-Other | 0.21% | +0.04% | +28.61% | |
| 47 | ✓ | Stock-Other | 0.16% | +0.16% | NEW | ||
| 48 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.15% | -0.03% | -18.01% | |
| 49 | LGN | Legence Corp-cl A | Stock-Other | 0.15% | +0.07% | +124.62% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | +0.14% | NEW |
1–50 of 72
Portfolio Performance
Performance for Q3 2026
-10.3%
Performance Last 4 Quarters
+86.7%
- Stdev
- +38.1%
- Beta
- +2.28
- Alpha
- +0.3%
- Max Drawdown
- -32.4%
- Annualized Perf
- +46.9%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +2.42
- Stutzer
- +0.36
- Treynor
- +0.2
- Sterling
- +1.62
- Calmar
- +1.45
- Information Ratio
- +0.88
- Tracking Error
- +29.3%
- Stdev Down
- +19%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +194.3%
- Worst 12 Months
- -26.7%
- Efficiency Ratio
- +0.69
- Sharpe
- +1.2
- Stdev Sectors
- +18.5%
- Skewness
- +0.32
- Kurtosis
- +0.68
- Upside Potential
- +3.97
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Value Aligned Research Advisors, LLC's most significant position changes for 2026-06-30: New buy: ; New buy: Echostar Corp-a (ECHO); New buy: Forgent Power Solutions Inc (FPS); New buy: ; New buy: Credo Technology Group Holding Ltd (CRDO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +3.4% | +76.81% | Add |
| 2 | AMZN | Amazon.com Inc | +1.8% | +99.26% | Add |
| 3 | SNDK | Sandisk CORP | +1.7% | +139.98% | Add |
| 4 | NBIS | Nebius Group N.V. | +1.7% | +11.22% | Add |
| 5 | INTC | Intel CORP | +1.6% | -3.83% | Trim |
| 6 | AMD | Advanced Micro Devices | +1.2% | +80.34% | Add |
| 7 | BE | Bloom Energy Corp- A | +1.2% | +22.14% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.8% | +67.20% | Add |
| 9 | ✓ | +0.6% | NEW | New buy | |
| 10 | MSFT | Microsoft CORP | +0.6% | +225.16% | Add |
| 11 | ECHO | Echostar Corp-a | +0.5% | NEW | New buy |
| 12 | CRWV | Coreweave Inc-cl A | +0.5% | +71.33% | Add |
| 13 | AVGO | Broadcom Inc | +0.5% | +99.75% | Add |
| 14 | FPS | Forgent Power Solutions Inc | +0.4% | NEW | New buy |
| 15 | ALAB | Astera Labs Inc | +0.4% | — | Unchanged |
| 16 | WULF | Terawulf Inc | +0.3% | +65.48% | Add |
| 17 | ✓ | +0.3% | NEW | New buy | |
| 18 | IREN | IREN Limited | +0.2% | +82.03% | Add |
| 19 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | +0.2% | +40.07% | Add |
| 21 | ✓ | +0.2% | NEW | New buy | |
| 22 | ACMR | Acm Research Inc-class A | +0.2% | +10.25% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 24 | ZM | Zoom Communications Inc | +0.1% | +136.06% | Add |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | BW | Babcock & Wilcox Enterpr | +0.1% | NEW | New buy |
| 27 | KEEL | Keel Infrastructure CORP | +0.1% | NEW | New buy |
| 28 | AAOI | Applied Optoelectronics Inc | +0.1% | +25.30% | Add |
| 29 | LGN | Legence Corp-cl A | +0.1% | +124.62% | Add |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | CORZ | Core Scientific Inc | 0% | +21.84% | Add |
| 32 | ✓ | Bitdeer Technologies Group | 0% | +28.61% | Add |
| 33 | FRMI | Fermi Inc | 0% | NEW | New buy |
| 34 | BKV | Bkv Corporation | 0% | +110.46% | Add |
| 35 | CIFR | Cipher Digital Inc | — | +1.69% | Add |
| 36 | GTLB | Gitlab Inc-cl A | — | NEW | New buy |
| 37 | NRG | Nrg Energy Inc | — | — | Unchanged |
| 38 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 39 | STX | Seagate Technology Holdings plc | 0% | -22.44% | Trim |
| 40 | RIOT | Riot Platforms Inc | 0% | -19.23% | Trim |
| 41 | TSSI | Tss Inc | 0% | -43.22% | Trim |
| 42 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 43 | HNRG | Hallador Energy Co | 0% | — | Unchanged |
| 44 | STRL | Sterling Infrastructure Inc | 0% | -18.01% | Trim |
| 45 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 46 | AAPL | Apple Inc | 0% | — | Unchanged |
| 47 | VST | Vistra CORP | -0.1% | — | Unchanged |
| 48 | 1B2 | Bitfarms Ltd/canada | -0.1% | EXIT | Sold out |
| 49 | CEG | Constellation Energy | -0.1% | -16.12% | Trim |
| 50 | EME | Emcor Group Inc | -0.1% | +56.57% | Add |
1–50 of 74
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Value Aligned Research Advisors, LLC and what type of investor is it?
Value Aligned Research Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $40.1B, spread across 123 disclosed positions.
What are Value Aligned Research Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Value Aligned Research Advisors, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $5.1B (12.7%)
2. Alphabet Inc-cl A (GOOGL) — $4.8B (11.9%)
3. Amazon.com Inc (AMZN) — $4.7B (11.8%)
4. Taiwan Semiconductor-sp Adr (TSM) — $2.2B (5.4%)
5. Micron Technology Inc (MU) — $2.0B (5.0%)
What changes did Value Aligned Research Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Value Aligned Research Advisors, LLC made 66 notable position adjustments: 13 new positions were initiated, 30 existing holdings were added to, 21 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: ; New buy: Echostar Corp-a (ECHO); New buy: Forgent Power Solutions Inc (FPS); New buy: ; New buy: Credo Technology Group Holding Ltd (CRDO)
What sectors does Value Aligned Research Advisors, LLC focus on?
Value Aligned Research Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 59.4%
• Communication Services: 13.8%
• Consumer Discretionary: 12.9%
• Industrials: 10.5%
• Financials: 1.9%
• Energy: 0.9%
Investment Profile
Value Aligned Research Advisors, LLC returned an annualized 46.9% over the trailing 36 months — outperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 2.28 (more volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 59.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 72 over the past 4 quarters — a shift toward more active trading.
It has added to its GOOGL position over the past two quarters (+$4.3B, now $4.8B), while trimming CEG over the same stretch (-$106.1M, still holding $17.1M).
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