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Asset Manager ← All Institutions

Value Aligned Research Advisors, LLC

Q1 2026 · Filed 2026-05-18
Market Value
$8.2B
+67.6%
Holdings
59
+9
New Purchases
12
Added To
21
Closed
7
Reduced
10
Top 10 Concentration
59.0%
Turnover
32.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WDC 4.28% 0.00% +4.28% $350M
STX 4.38% 0.71% +3.67% $358M
FCX 3.18% 0.00% +3.18% $260M
YNDX 7.37% 5.67% +1.70% $603M
NVDA 1.82% 0.37% +1.45% $149M
BE 7.59% 6.19% +1.40% $621M
WULF 1.38% 0.00% +1.38% $113M
KLAC 2.58% 1.26% +1.32% $211M
AAOI 1.31% 0.00% +1.31% $107M
ASML 1.14% 0.00% +1.13% $93M
SNDK 0.82% 0.00% +0.82% $67M
FIX 3.60% 2.81% +0.79% $295M
EME 2.02% 1.39% +0.62% $165M
TSEM 0.58% 0.00% +0.58% $47M
ACMR 0.46% 0.00% +0.46% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GEV 0.47% 3.63% -3.16% $39M
VST 0.00% 2.37% -2.37% $0
CEG 0.00% 2.15% -2.15% $0
CLS 5.14% 6.96% -1.83% $420M
RIOT 0.78% 2.50% -1.72% $64M
AVGO 0.19% 1.56% -1.37% $15M
COHR 3.74% 5.05% -1.31% $306M
VRT 5.94% 7.21% -1.27% $486M
ALAB 0.76% 1.94% -1.18% $62M
CRWV 7.84% 8.84% -1.00% $642M
CORZ 1.41% 2.41% -1.00% $115M
HUT.TO 1.65% 2.62% -0.97% $135M
TLN 0.27% 1.21% -0.94% $22M
APLD 1.94% 2.83% -0.90% $158M
AGX 0.00% 0.83% -0.83% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $1.2B 14.4%
Large Cap 27 $6.4B 78.7%
Mid Cap 13 $541M 6.6%
Small Cap 3 $26M 0.3%

Portfolio Analytics

Avg Market Cap
$511.1B
Median Market Cap
$42.2B
Avg P/E
56.5
Median P/E
44.0
Avg Dividend Yield
0.00%
Avg Beta
2.19
# Stocks
59
# ETFs / Funds
0

Top Holdings (59 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LITE 9.08% 1,057,260 $743M $702.76 $311M -114,941 -9.8%
2 CRWV 7.84% 8,280,763 $642M $77.47 $210M +2,252,543 +37.4%
3 BE 7.59% 4,584,731 $621M $135.49 $319M +1,108,183 +31.9%
4 YNDX 7.37% 5,813,450 $603M $103.76 $326M +2,507,674 +75.9%
5 VRT 5.94% 1,939,869 $486M $250.58 $134M -233,522 -10.7%
6 CLS 5.14% 1,491,494 $420M $281.68 $80M +341,666 +29.7%
7 STX 4.38% 914,657 $358M $391.76 $324M +788,375 +624.3%
8 WDC 4.28% 1,295,439 $350M $270.49 +1,295,439 NEW
9 COHR 3.74% 1,285,200 $306M $238.21 $60M -50,017 -3.8%
10 FIX 3.60% 213,637 $295M $1,378.99 $157M +66,616 +45.3%
11 EQT 3.26% 4,187,988 $267M $63.64 $110M +1,272,288 +43.6%
12 FCX 3.18% 4,421,462 $260M $58.78 +4,421,462 NEW
13 AMAT 3.06% 731,704 $250M $341.79 $112M +193,473 +36.0%
14 LRCX 2.87% 1,100,556 $235M $213.66 $114M +393,523 +55.7%
15 KLAC 2.58% 143,401 $211M $1,472.41 $149M +92,615 +182.4%
16 EME 2.02% 223,521 $165M $738.31 $97M +112,413 +101.2%
17 IREN 2.00% 4,767,607 $163M $34.28 $31M +1,252,360 +35.6%
18 APLD 1.94% 6,668,311 $158M $23.74 $20M +1,024,761 +18.2%
19 NVDA 1.82% 853,696 $149M $174.40 $131M +756,437 +777.8%
20 CIFR 1.73% 11,001,606 $142M $12.87 $32M +3,554,111 +47.7%
21 HUT.TO 1.65% 2,882,566 $135M $46.91 $7M +94,050 +3.4%
22 CORZ 1.41% 7,718,962 $115M $14.96 -$2M -370,735 -4.6%
23 WULF 1.38% 7,848,232 $113M $14.43 +7,848,232 NEW
24 AAOI 1.31% 1,267,938 $107M $84.59 +1,267,938 NEW
25 ASML 1.14% 70,548 $93M $1,320.83 $93M +70,345 +34652.7%
26 MU 0.90% 218,808 $74M $337.84 $11M
27 SNOW 0.89% 481,340 $73M $150.82 $4M +169,116 +54.2%
28 SNDK 0.82% 105,199 $67M $635.34 +105,199 NEW
29 RIOT 0.78% 5,176,918 $64M $12.36 -$58M -4,447,229 -46.2%
30 ALAB 0.76% 568,316 $62M $109.60 -$32M
31 SEI 0.62% 896,985 $51M $56.51 $6M -78,954 -8.1%
32 TSEM 0.58% 270,441 $47M $175.48 +270,441 NEW
33 GEV 0.47% 44,433 $39M $872.90 -$138M -226,780 -83.6%
34 ACMR 0.46% 955,927 $38M $39.35 +955,927 NEW
35 STRL 0.45% 89,472 $36M $407.27 +89,472 NEW
36 LBRT 0.44% 1,264,006 $36M $28.80 +1,264,006 NEW
37 BTDR 0.43% 4,046,213 $35M $8.65 -$2M +778,599 +23.8%
38 TAC 0.42% 2,596,273 $34M $13.15 +2,596,273 NEW
39 TLN 0.27% 69,703 $22M $319.23 -$37M -87,644 -55.7%
40 INTC 0.27% 503,741 $22M $44.13 +503,741 NEW
41 LGN 0.21% 308,141 $17M $56.46 $7M +56,460 +22.4%
42 ORCL 0.21% 115,078 $17M $147.11 -$11M -26,331 -18.6%
43 BITF 0.19% 7,815,121 $15M $1.95 +7,815,121 NEW
44 AVGO 0.19% 48,911 $15M $309.51 -$61M -170,998 -77.8%
45 BKV 0.11% 323,051 $9M $28.52 $4M +130,756 +68.0%
46 TSSI 0.07% 460,510 $6M $13.01 $3M
47 HNRG 0.06% 320,759 $5M $16.28 -$885K
48 GOOGL 0.04% 11,502 $3M $287.56 -$293K
49 GOOG 0.02% 4,785 $1M $286.86 -$129K
50 AMZN 0.01% 4,922 $1M $208.27 -$111K
51 TSM —% 680 $230K $337.95 $23K
52 MSFT —% 374 $138K $370.17 -$42K
53 GTLB —% -$27M -729,152 -100.0% SOLD
54 GLXY —% -$24M -1,061,151 -100.0% SOLD
55 NRG —% -$22M -135,486 -100.0% SOLD
56 CEG —% -$105M -296,877 -100.0% SOLD
57 AGX —% -$40M -128,858 -100.0% SOLD
58 AAON —% -$3M -41,956 -100.0% SOLD
59 VST —% -$116M -716,107 -100.0% SOLD

Options Breakdown

42 Calls $11.2B Call Value 14 Puts $1.0B Put Value 0.09 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 17,434,300 $3.0B
GOOGL 8,005,500 $2.3B
AMZN 9,905,900 $2.1B
TSM 2,752,800 $930M
INTC 12,653,400 $558M
ORCL 2,274,700 $335M
AVGO 916,800 $284M
ASML 208,700 $276M NEW
MU 718,600 $243M
MSFT 453,300 $168M

Top Puts

SymbolSharesValueStatus
TSM 1,881,300 $636M
NVDA 1,001,400 $175M
AVGO 290,000 $90M
QCOM 169,800 $22M
AMZN 74,500 $16M
MU 45,400 $15M
AAPL 55,400 $14M
EEM 224,100 $13M
ORCL 76,900 $11M
VRT 43,400 $11M

New Positions

SymbolValue% Port
WDC $350M 4.28%
FCX $260M 3.18%
WULF $113M 1.38%
AAOI $107M 1.31%
SNDK $67M 0.82%
TSEM $47M 0.58%
ACMR $38M 0.46%
STRL $36M 0.45%
LBRT $36M 0.44%
TAC $34M 0.42%
INTC $22M 0.27%
BITF $15M 0.19%

Sold Out Positions

SymbolValue% Port
VST —%
AGX —%
NRG —%
AAON —%
GTLB —%
CEG —%
GLXY —%
View SEC EDGAR Filings for Value Aligned Research Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms