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CIK: 0001963565
Total reported value
$40.1B
$40.1B
27 檔
0.4%
The Q4 2024 SEC filing reveals that Value Aligned Research Advisors, LLC held a total portfolio value of $40.1B, covering 27 public equity positions.
In Q4 2024, Value Aligned Research Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 13.16% | -0.99% | +2.39% | |
| 2 | MRVL | Marvell Technology Inc | Stock-Tech | 9.45% | — | -55.92% | |
| 3 | GEV | GE Vernova Inc | Stock-Industrials | 9.02% | -0.10% | — | |
| 4 | ONTO | Onto Innovation Inc | Stock-Tech | 8.22% | — | -25.79% | |
| 5 | RIOT | Riot Platforms Inc | Stock-Financials | 7.81% | -0.02% | — | |
| 6 | BE | Bloom Energy Corp- A | Stock-Industrials | 7.79% | +1.23% | — | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 6.90% | +3.40% | — | |
| 8 | ALAB | Astera Labs Inc | Stock-Tech | 5.33% | +0.38% | — | |
| 9 | CAMT | Camtek Ltd. | Stock-Other | 5.07% | — | +7.40% | |
| 10 | VST | Vistra CORP | Stock-Utilities | 4.55% | -0.06% | — | |
| 11 | NBIS | Nebius Group N.V. | Stock-Other | 3.95% | +1.65% | — | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 3.33% | -0.07% | — | |
| 13 | COHR | Coherent CORP | Stock-Tech | 2.69% | -1.17% | -68.68% | |
| 14 | CLS | Celestica Inc | Stock-Tech | 2.12% | -0.47% | +19.51% | |
| 15 | FN | Fabrinet | Stock-Tech | 2.02% | — | -50.46% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.95% | — | — | |
| 17 | NRG | Nrg Energy Inc | Stock-Utilities | 1.80% | — | — | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.42% | — | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -3.57% | +320.95% | |
| 20 | TSSI | Tss Inc | Stock-Other | 0.61% | -0.02% | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -2.20% | +1582.68% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.48% | +433.40% | |
| 23 | OKLO | Oklo Inc | Stock-Utilities | 0.33% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.81% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +1.78% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.56% | +1085.96% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | -0.01% | -72.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +9% | NEW | New buy |
| 2 | RIOT | Riot Platforms Inc | +7.8% | NEW | New buy |
| 3 | BE | Bloom Energy Corp- A | +7.8% | NEW | New buy |
| 4 | MU | Micron Technology Inc | +6.9% | NEW | New buy |
| 5 | ALAB | Astera Labs Inc | +5.3% | NEW | New buy |
| 6 | VST | Vistra CORP | +4.6% | NEW | New buy |
| 7 | NBIS | Nebius Group N.V. | +4% | NEW | New buy |
| 8 | CEG | Constellation Energy | +3.3% | NEW | New buy |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +2% | NEW | New buy |
| 10 | NRG | Nrg Energy Inc | +1.8% | NEW | New buy |
| 11 | ANET | Arista Networks Inc | +1.4% | NEW | New buy |
| 12 | VRT | Vertiv Holdings Co-a | +1.4% | +2.39% | Add |
| 13 | CLS | Celestica Inc | +1.1% | +19.51% | Add |
| 14 | CAMT | Camtek Ltd. | +0.6% | +7.40% | Add |
| 15 | TSSI | Tss Inc | +0.6% | NEW | New buy |
| 16 | OKLO | Oklo Inc | +0.3% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.2% | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1582.68% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +433.40% | Add |
| 21 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 22 | ASML | ASML Holding N.V. | -0.1% | EXIT | Sold out |
| 23 | SMTC | Semtech CORP | -0.1% | EXIT | Sold out |
| 24 | GOOG | Alphabet Inc-cl C | -0.1% | -72.19% | Trim |
| 25 | MSFT | Microsoft CORP | -0.2% | +1085.96% | Add |
| 26 | CAMT 0 12-01-26Bond | Camtek Ltd/israel | -0.2% | EXIT | Sold out |
| 27 | NVDA | Nvidia CORP | -0.5% | +320.95% | Add |
| 28 | KLAC | Kla CORP | -1.8% | EXIT | Sold out |
| 29 | FN | Fabrinet | -2.1% | -50.46% | Trim |
| 30 | SMCIUSD | Super Micro Computer Inc | -4.2% | EXIT | Sold out |
| 31 | ONTO | Onto Innovation Inc | -4.9% | -25.79% | Trim |
| 32 | MRVL | Marvell Technology Inc | -5.4% | -55.92% | Trim |
| 33 | COHR | Coherent CORP | -5.4% | -68.68% | Trim |
| 34 | ANETEUR | Arista Networks Inc | -9.8% | EXIT | Sold out |
| 35 | LRCXEUR | Lam Research CORP | -10.7% | EXIT | Sold out |
| 36 | AMAT | Applied Materials Inc | -12.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Value Aligned Research Advisors, LLC reported a total U.S. public equity portfolio value of $40.1B across 27 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VRT, MRVL, GEV) accounted for 0.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
GEV
市值: $33.0M
Top Position Liquidated / Trimmed
AMAT
前期市值: $48.8M
During Q4 2024, Value Aligned Research Advisors, LLC's top holdings by market value included VRT (13.2%)、MRVL (9.4%)、GEV (9.0%). The largest single position, VRT, represented 13.2% of total portfolio value.
In Q4 2024, Value Aligned Research Advisors, LLC made 36 total portfolio adjustments, initiating 15 new buys, adding to 7 positions, trimming 5 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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