Value Aligned Research Advisors, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$20.7B

Reporting period: 2026-03-31 · Number of holdings: 107

Value Aligned Research Advisors, LLC disclosed 107 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $20.7B and a quarterly turnover rate of 81.1%.

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Personality snowflake

Concentration: 26.16
Portfolio Stability: 81.08
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 82.57

Recent moves

Add GOOGL
+387.0%　$1.8B
Add AMZN
+370.4%　$1.6B
Add NVDA
+184.7%　$2.1B
Trim AVGO
-9.1%　-$89.6M
Trim TSM
+48.3%　$616.4M
Add ASML
+137460.6%　$368.6M

Holdings Map

New buyAddUnchangedTrim

Institutional Game-State Analysis

Core Intent

Value Aligned Research is aggressively doubling down on the AI infrastructure thesis, rotating capital into the core semiconductor and hyperscaler names while initiating exposure to copper and storage as derivative plays on the same theme. This is a conviction-weighted hunt for Alpha, not a defensive repositioning.

Macro & Fundamentals

This portfolio is pricing in a regime of sustained capex boom driven by AI, with no near-term recession or demand destruction for compute. The opposing thesis is that the cycle is maturing: data center buildout will overshoot, memory and copper cyclicality will amplify downside, and the earnings momentum in NVDA and AMZN multiple compression will crack the strategy's return stream.

Blind Spots / Risks

The extreme momentum tilt (scored 100) creates reflexivity risk—if the AI trade falters, the same factor that drove inflows will accelerate outflows. Combined with 60% sector overexposure in IT and new commodity/storage positions that are late-cycle consensus bets, this portfolio is vulnerable to a sharp positioning squeeze in crowded territory.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice.

Top 10 holdings by weight

Full holdings list this quarter

Showing top 61 holdings (of 107 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	16.25%	+3.55%	+184.74%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	11.13%	+5.95%	+387.03%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	10.04%	+5.11%	+370.40%
4	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	7.56%	-1.99%	+48.27%
5	CRWV	Coreweave Inc-cl A	Stock-Tech	3.66%	-1.02%	+50.49%
6	LITE	Lumentum Holdings INC	Stock-Tech	3.59%	-0.75%	-9.81%
7	✓	Nebius Group NV	Stock-Other	3.13%	+0.15%	+76.58%
8	BE	Bloom Energy Corp- A	Stock-Industrials	3.01%	-0.04%	+31.72%
9	VRT	Vertiv Holdings Co-a	Stock-Industrials	3.00%	-1.21%	-3.93%
10	INTC	Intel CORP	Stock-Tech	2.80%	-1.29%	+19.40%
11	CLS	Celestica INC	Stock-Tech	2.05%	-1.41%	+29.37%
12	AVGO	Broadcom INC	Stock-Tech	1.88%	-2.93%	-9.13%
13	ASML	ASML Holding N.V.	Stock-Tech	1.78%	+1.78%	+137460.59%
14	ORCL	Oracle CORP	Stock-Tech	1.75%	+0.31%	+234.96%
15	FCX	Freeport-mcmoran INC	Stock-Materials	1.75%	+1.75%	NEW
16	STX	Seagate Technology Holdings plc	Stock-Tech	1.73%	+1.38%	+624.38%
17	WDC	Western Digital CORP	Stock-Tech	1.69%	+1.69%	NEW
18	EQT	Eqt CORP	Stock-Energy	1.69%	-0.03%	+72.24%
19	MU	Micron Technology INC	Stock-Tech	1.60%	-1.22%	—
20	COHR	Coherent CORP	Stock-Tech	1.49%	-1.00%	-3.73%
21	AMAT	Applied Materials INC	Stock-Tech	1.46%	-0.17%	+40.01%
22	FIX	Comfort Systems USA INC	Stock-Industrials	1.42%	+0.04%	+45.31%
23	LRCX	Lam Research CORP	Stock-Tech	1.35%	-0.12%	+52.99%
24	FTAI	FTAI Aviation Ltd.	Stock-Industrials	1.33%	+1.33%	NEW
25	KLAC	Kla CORP	Stock-Tech	1.15%	+0.53%	+218.40%
26	✓	Iren LTD F	Stock-Other	0.89%	-0.45%	+53.33%
27	MSFT	Microsoft CORP	Stock-Tech	0.81%	-1.25%	+6.88%
28	EME	Emcor Group INC	Stock-Industrials	0.80%	+0.12%	+101.17%
29	APLD	Applied Digital CORP	Stock-Tech	0.79%	-0.60%	+22.84%
30	AMD	Advanced Micro Devices	Stock-Tech	0.75%	-0.20%	+72.51%
31	CIFR	Cipher Digital INC	Stock-Tech	0.71%	-0.40%	+53.76%
32	HUT	Hut 8 CORP	Stock-Financials	0.70%	—	+11.59%
33	WULF	Terawulf INC	Stock-Financials	0.63%	+0.63%	NEW
34	CORZ	Core Scientific INC	Stock-Tech	0.56%	—	-4.58%
35	AAOI	Applied Optoelectronics INC	Stock-Tech	0.53%	+0.53%	NEW
36	SNDK	Sandisk CORP	Stock-Tech	0.49%	+0.49%	NEW
37	SNOW	Snowflake INC	Stock-Tech	0.45%	—	+69.83%
38	ZM	Zoom Communications INC	Stock-Tech	0.43%	+0.43%	NEW
39	GEV	GE Vernova INC	Stock-Industrials	0.34%	-1.77%	-75.07%
40	RIOT	Riot Platforms INC	Stock-Financials	0.31%	-0.92%	-46.21%
41	ALAB	Astera Labs INC	Stock-Tech	0.30%	-0.65%	—
42	TSEM	Tower Semiconductor Ltd.	Stock-Tech	0.26%	+0.26%	NEW
43	SEI	Solaris Energy Infrastructur	Stock-Energy	0.24%	—	-8.09%
44	ACMR	Acm Research Inc-class A	Stock-Other	0.18%	+0.18%	NEW
45	LBRT	Liberty Energy INC	Stock-Energy	0.18%	+0.18%	NEW
46	STRL	Sterling Infrastructure INC	Stock-Industrials	0.18%	+0.18%	NEW
47	✓	Bitdeer Technologies Group	Stock-Other	0.17%	—	+23.83%
48	TAC	Transalta CORP	Stock-Other	0.16%	+0.16%	NEW
49	VST	Vistra CORP	Stock-Utilities	0.12%	-1.27%	-81.40%
50	CEG	Constellation Energy	Stock-Utilities	0.11%	-1.13%	-76.50%

1–50 of 61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	107	$20.7B	81	1NVDA 2GOOGL 3AMZN Top holdings2026-03-31 1.NVDA 2.GOOGL 3.AMZN 4.TSM 5.CRWV 6.LITE 7.N97284 8.BE 9.VRT 10.INTC
2025-12-31	86	$9.9B	45	1NVDA 2TSM 3GOOGL Top holdings2025-12-31 1.NVDA 2.TSM 3.GOOGL 4.AMZN 5.AVGO 6.CRWV 7.LITE 8.VRT 9.INTC 10.CLS
2025-09-30	81	$8.2B	100	1TSM 2NVDA 3CRWV Top holdings2025-09-30 1.TSM 2.NVDA 3.CRWV 4.AVGO 5.VRT 6.INTC 7.MU 8.GOOGL 9.CLS 10.VST
2025-06-30	72	$4.7B	0	1TSM 2NVDA 3MU Top holdings2025-06-30 1.TSM 2.NVDA 3.MU 4.VST 5.VRT 6.GOOGL 7.INTC 8.CEG 9.AVGO 10.GEV
2025-03-31	61	$1.4B	0	1VST 2GEV 3MU Top holdings2025-03-31 1.VST 2.GEV 3.MU 4.CEG 5.VRT 6.ALAB 7.NRG 8.TLN 9.N97284 10.CLS
2024-12-31	47	$365.8M	0	1VRT 2MRVL 3GEV Top holdings2024-12-31 1.VRT 2.MRVL 3.GEV 4.ONTO 5.RIOT 6.BE 7.MU 8.ALAB 9.CAMT 10.VST
2024-09-30	21	$384.9M	0	1MRVL 2ONTO 3AMAT Top holdings2024-09-30 1.MRVL 2.ONTO 3.AMAT 4.VRT 5.LRCXEUR 6.ANETEUR 7.COHR 8.CAMT 9.SMCIUSD 10.FN
2024-06-30	31	$456.6M	0	1AMAT 2LRCXEUR 3MRVL Top holdings2024-06-30 1.AMAT 2.LRCXEUR 3.MRVL 4.ONTO 5.VRT 6.SMCIUSD 7.ANETEUR 8.COHR 9.CAMT 10.MU
2024-03-31	19	$507.0M	0	1AMD 2SMCIUSD 3LRCXEUR Top holdings2024-03-31 1.AMD 2.SMCIUSD 3.LRCXEUR 4.AMAT 5.CDNS 6.INTC 7.MRVL 8.ANETEUR 9.KLAC 10.SNPS
2023-12-31	19	$395.7M	0	1AMD 2LRCXEUR 3ANETEUR Top holdings2023-12-31 1.AMD 2.LRCXEUR 3.ANETEUR 4.AMAT 5.INTC 6.CDNS 7.KLAC 8.SNPS 9.MRVL 10.SMCIUSD
2023-09-30	19	$317.4M	0	1LRCXEUR 2AMAT 3ANETEUR Top holdings2023-09-30 1.LRCXEUR 2.AMAT 3.ANETEUR 4.CDNS 5.INTC 6.AMD 7.SNPS 8.KLAC 9.MRVL 10.GM
2023-06-30	16	$319.7M	0	1LRCXEUR 2AMAT 3INTC Top holdings2023-06-30 1.LRCXEUR 2.AMAT 3.INTC 4.MU 5.CDNS 6.ANETEUR 7.AMD 8.SNPS 9.KLAC 10.MRVL
2023-03-31	19	$282.5M	0	1GOOGL 2NVDA 3TSM Top holdings2023-03-31 1.GOOGL 2.NVDA 3.TSM 4.MSFT 5.ASML 6.ANETEUR 7.AMAT 8.CDNS 9.MU 10.KLAC
2022-12-31	24	$220.6M	0	1GOOGL 2TSM 3ASML Top holdings2022-12-31 1.GOOGL 2.TSM 3.ASML 4.MSFT 5.NVDA 6.AMAT 7.ANETEUR 8.MU 9.CDNS 10.KLAC

Holding changes this quarter

Value Aligned Research Advisors, LLC's most significant position changes for 2026-03-31: New buy: Freeport-mcmoran INC (FCX); New buy: Western Digital CORP (WDC); New buy: FTAI Aviation Ltd. (FTAI); New buy: Terawulf INC (WULF); New buy: Applied Optoelectronics INC (AAOI).

Position changes disclosed by Value Aligned Research Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+6%	+387.03%	Add
2	AMZN	Amazon.com INC	+5.1%	+370.40%	Add
3	NVDA	Nvidia CORP	+3.6%	+184.74%	Add
4	ASML	ASML Holding N.V.	+1.8%	+137460.59%	Add
5	STX	Seagate Technology Holdings plc	+1.4%	+624.38%	Add
6	KLAC	Kla CORP	+0.5%	+218.40%	Add
7	ORCL	Oracle CORP	+0.3%	+234.96%	Add
8	✓	Nebius Group NV	+0.2%	+76.58%	Add
9	EME	Emcor Group INC	+0.1%	+101.17%	Add
10	FIX	Comfort Systems USA INC	0%	+45.31%	Add
11	EQT	Eqt CORP	0%	+72.24%	Add
12	BE	Bloom Energy Corp- A	0%	+31.72%	Add
13	LRCX	Lam Research CORP	-0.1%	+52.99%	Add
14	AMAT	Applied Materials INC	-0.2%	+40.01%	Add
15	AMD	Advanced Micro Devices	-0.2%	+72.51%	Add
16	CIFR	Cipher Digital INC	-0.4%	+53.76%	Add
17	QCOM	Qualcomm INC	-0.4%	-45.98%	Trim
18	✓	Iren LTD F	-0.5%	+53.33%	Add
19	TLN	Talen Energy CORP	-0.5%	-55.70%	Trim
20	APLD	Applied Digital CORP	-0.6%	+22.84%	Add
21	AAPL	Apple INC	-0.7%	-79.02%	Trim
22	ALAB	Astera Labs INC	-0.7%	—	Unchanged
23	LITE	Lumentum Holdings INC	-0.8%	-9.81%	Trim
24	RIOT	Riot Platforms INC	-0.9%	-46.21%	Trim
25	COHR	Coherent CORP	-1%	-3.73%	Trim
26	CRWV	Coreweave Inc-cl A	-1%	+50.49%	Add
27	CEG	Constellation Energy	-1.1%	-76.50%	Trim
28	VRT	Vertiv Holdings Co-a	-1.2%	-3.93%	Trim
29	MU	Micron Technology INC	-1.2%	—	Unchanged
30	MSFT	Microsoft CORP	-1.3%	+6.88%	Add
31	VST	Vistra CORP	-1.3%	-81.40%	Trim
32	INTC	Intel CORP	-1.3%	+19.40%	Add
33	CLS	Celestica INC	-1.4%	+29.37%	Add
34	GEV	GE Vernova INC	-1.8%	-75.07%	Trim
35	TSM	Taiwan Semiconductor-sp Adr	-2%	+48.27%	Add
36	AVGO	Broadcom INC	-2.9%	-9.13%	Trim
37	FCX	Freeport-mcmoran INC	—	NEW	New buy
38	WDC	Western Digital CORP	—	NEW	New buy
39	FTAI	FTAI Aviation Ltd.	—	NEW	New buy
40	WULF	Terawulf INC	—	NEW	New buy
41	AAOI	Applied Optoelectronics INC	—	NEW	New buy
42	SNDK	Sandisk CORP	—	NEW	New buy
43	ZM	Zoom Communications INC	—	NEW	New buy
44	TSEM	Tower Semiconductor Ltd.	—	NEW	New buy
45	AGX	Argan INC	—	EXIT	Sold out
46	ACMR	Acm Research Inc-class A	—	NEW	New buy
47	LBRT	Liberty Energy INC	—	NEW	New buy
48	STRL	Sterling Infrastructure INC	—	NEW	New buy
49	TAC	Transalta CORP	—	NEW	New buy
50	GTLB	Gitlab Inc-cl A	—	EXIT	Sold out

FAQ

What is Value Aligned Research Advisors, LLC and what type of investor is it?

Value Aligned Research Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $20.7B, spread across 107 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) — $3.4B (16.3%) 2. Alphabet Inc-cl A (GOOGL) — $2.3B (11.1%) 3. Amazon.com INC (AMZN) — $2.1B (10.0%) 4. Taiwan Semiconductor-sp Adr (TSM) — $1.6B (7.6%) 5. Coreweave Inc-cl A (CRWV) — $758.0M (3.7%)

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 48 notable position adjustments: 12 new positions were initiated, 23 existing holdings were added to, 11 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Freeport-mcmoran INC (FCX); New buy: Western Digital CORP (WDC); New buy: FTAI Aviation Ltd. (FTAI); New buy: Terawulf INC (WULF); New buy: Applied Optoelectronics INC (AAOI)

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: 59.5% • Communication Services: 17.0% • Consumer Discretionary: 15.3% • Industrials: 5.1% • Materials: 2.7% • Utilities: 0.3%