Asset Manager
← All Institutions
Value Aligned Research Advisors, LLC
Market Value
$4.3B
+93.6%
Holdings
44
+3
New Purchases
9
Added To
25
Closed
2
Reduced
7
Top 10 Concentration
67.2%
Turnover
25.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CRWV | 9.72% | 0.00% | +9.72% | $421M |
| BE | 6.29% | 2.18% | +4.11% | $273M |
| IREN | 4.19% | 2.13% | +2.07% | $182M |
| EQT | 2.95% | 1.18% | +1.77% | $128M |
| AVGO | 1.67% | 0.00% | +1.67% | $73M |
| CIFR | 1.48% | 0.00% | +1.48% | $64M |
| ALAB | 6.23% | 4.77% | +1.46% | $270M |
| SNOW | 1.11% | 0.00% | +1.11% | $48M |
| FIX | 1.04% | 0.00% | +1.04% | $45M |
| HUT.TO | 1.57% | 0.77% | +0.80% | $68M |
| NRG | 3.34% | 2.56% | +0.78% | $145M |
| COHR | 1.69% | 0.93% | +0.76% | $73M |
| GTLB | 0.74% | 0.00% | +0.74% | $32M |
| EME | 0.41% | 0.00% | +0.41% | $18M |
| AGX | 1.41% | 1.09% | +0.32% | $61M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GEV | 0.78% | 9.09% | -8.32% | $34M |
| VST | 7.06% | 11.85% | -4.79% | $306M |
| MU | 5.73% | 10.39% | -4.67% | $248M |
| CEG | 7.17% | 10.31% | -3.14% | $311M |
| VRT | 7.73% | 10.06% | -2.33% | $335M |
| FN | 0.98% | 2.55% | -1.57% | $43M |
| CORZ | 0.00% | 1.03% | -1.03% | $0 |
| CLS | 7.73% | 8.31% | -0.58% | $335M |
| LRCX | 1.55% | 2.10% | -0.55% | $67M |
| TLN | 4.37% | 4.89% | -0.52% | $189M |
| NVDA | 0.42% | 0.93% | -0.51% | $18M |
| GOOGL | 0.06% | 0.56% | -0.50% | $3M |
| YNDX | 5.21% | 5.51% | -0.30% | $226M |
| TSSI | 0.18% | 0.45% | -0.27% | $8M |
| RIOT | 2.45% | 2.60% | -0.15% | $106M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $536M | 12.4% |
| Large Cap | 20 | $3.5B | 80.2% |
| Mid Cap | 9 | $307M | 7.1% |
| Small Cap | 2 | $14M | 0.3% |
Portfolio Analytics
Avg Market Cap
$643.6B
Median Market Cap
$47.4B
Avg P/E
56.2
Median P/E
40.3
Avg Dividend Yield
0.00%
Avg Beta
2.11
# Stocks
44
# ETFs / Funds
0
Top Holdings (44 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CRWV | 9.72% | 3,079,120 | $421M | $136.85 | — | +3,079,120 | — | NEW |
| 2 | VRT | 7.73% | 2,221,109 | $335M | $150.86 | $110M | +467,388 | +26.6% | |
| 3 | CLS | 7.73% | 1,359,711 | $335M | $246.38 | $149M | +168,390 | +14.1% | |
| 4 | CEG | 7.17% | 943,864 | $311M | $329.07 | $80M | +229,101 | +32.0% | |
| 5 | VST | 7.06% | 1,562,250 | $306M | $195.92 | $41M | +193,912 | +14.2% | |
| 6 | BE | 6.29% | 3,223,969 | $273M | $84.57 | $224M | +1,179,552 | +57.7% | |
| 7 | ALAB | 6.23% | 1,378,351 | $270M | $195.80 | $163M | +197,320 | +16.7% | |
| 8 | MU | 5.73% | 1,483,742 | $248M | $167.32 | $16M | -403,936 | -21.4% | |
| 9 | YNDX | 5.21% | 2,009,450 | $226M | $112.27 | $102M | -218,674 | -9.8% | |
| 10 | TLN | 4.37% | 445,039 | $189M | $425.38 | $80M | +68,611 | +18.2% | |
| 11 | IREN | 4.19% | 3,873,337 | $182M | $46.93 | $134M | +607,189 | +18.6% | |
| 12 | NRG | 3.34% | 892,960 | $145M | $161.95 | $87M | +536,004 | +150.2% | |
| 13 | EQT | 2.95% | 2,346,705 | $128M | $54.43 | $101M | +1,894,224 | +418.6% | |
| 14 | RIOT | 2.45% | 5,570,188 | $106M | $19.03 | $48M | +428,967 | +8.3% | |
| 15 | COHR | 1.69% | 680,599 | $73M | $107.72 | $53M | +448,081 | +192.7% | |
| 16 | AVGO | 1.67% | 219,909 | $73M | $329.91 | $73M | +219,890 | +1157315.8% | |
| 17 | HUT.TO | 1.57% | 1,948,995 | $68M | $34.81 | $51M | +1,021,955 | +110.2% | |
| 18 | LRCX | 1.55% | 500,863 | $67M | $133.90 | $20M | +18,533 | +3.8% | |
| 19 | CIFR | 1.48% | 5,104,537 | $64M | $12.59 | — | +5,104,537 | — | NEW |
| 20 | AGX | 1.41% | 225,750 | $61M | $270.05 | $37M | +115,188 | +104.2% | |
| 21 | AMAT | 1.17% | 247,969 | $51M | $204.74 | $30M | +137,205 | +123.9% | |
| 22 | AAON | 1.14% | 527,874 | $49M | $93.44 | $25M | +193,376 | +57.8% | |
| 23 | SNOW | 1.11% | 212,829 | $48M | $225.55 | — | +212,829 | — | NEW |
| 24 | FIX | 1.04% | 54,715 | $45M | $825.18 | — | +54,715 | — | NEW |
| 25 | FN | 0.98% | 116,817 | $43M | $364.62 | -$14M | -76,764 | -39.6% | |
| 26 | KLAC | 0.92% | 37,140 | $40M | $1,078.60 | $19M | +13,629 | +58.0% | |
| 27 | GEV | 0.78% | 54,717 | $34M | $614.90 | -$170M | -329,952 | -85.8% | |
| 28 | GTLB | 0.74% | 712,184 | $32M | $45.08 | — | +712,184 | — | NEW |
| 29 | BTDR | 0.54% | 1,378,789 | $24M | $17.09 | $14M | +546,280 | +65.6% | |
| 30 | NVDA | 0.42% | 97,259 | $18M | $186.58 | -$3M | -34,171 | -26.0% | |
| 31 | EME | 0.41% | 27,179 | $18M | $649.54 | — | +27,179 | — | NEW |
| 32 | WULF | 0.30% | 1,136,932 | $13M | $11.42 | — | +1,136,932 | — | NEW |
| 33 | TAC | 0.23% | 745,013 | $10M | $13.66 | $3M | +111,426 | +17.6% | |
| 34 | TSSI | 0.18% | 431,263 | $8M | $18.11 | -$2M | +78,114 | +22.1% | |
| 35 | LGN | 0.15% | 205,254 | $6M | $30.81 | — | +205,254 | — | NEW |
| 36 | HNRG | 0.14% | 320,759 | $6M | $19.57 | $6M | +292,577 | +1038.2% | |
| 37 | BKV | 0.09% | 170,652 | $4M | $23.13 | — | +170,652 | — | NEW |
| 38 | GOOGL | 0.06% | 11,502 | $3M | $243.10 | -$10M | -60,191 | -84.0% | |
| 39 | GOOG | 0.03% | 4,785 | $1M | $243.55 | $317K | — | — | |
| 40 | AMZN | 0.02% | 4,922 | $1M | $219.57 | $1M | +4,833 | +5430.3% | |
| 41 | MSFT | —% | 374 | $194K | $517.95 | -$38K | -92 | -19.7% | |
| 42 | TSM | —% | 680 | $190K | $279.29 | $76K | +176 | +34.9% | |
| 43 | AMD | —% | — | — | — | -$88K | -623 | -100.0% | SOLD |
| 44 | CORZ | —% | — | — | — | -$23M | -1,349,657 | -100.0% | SOLD |
Options Breakdown
24 Calls
$3.0B Call Value
15 Puts
$806M Put Value
0.26 P/C Ratio