Value Aligned Research Advisors, LLC

Q4 2024 13F-HR/A Holdings

Location
Princeton, NJ
Holdings as of
12/31/2024
Date filed
2/18/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
47
Total value ($000)
$365,768
Net value change ($000)
-19,178 (-5.0%)
New positions
15
Sold out positions
8
Turnover %
98.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/8/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 32,789 NEW
RIOT 28,454 NEW
BE 28,448 NEW
MU 25,031 NEW
ALAB 19,304 NEW
VST 16,595 NEW
NBIS 14,417 NEW
CEG 12,032 NEW
SGOV 7,124 NEW
NRG 6,530 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMAT -48,835 -100.0%
LRCX -41,305 -100.0%
ANET -37,748 -100.0%
MRVL -23,170 -40.5%
COHR -21,505 -68.8%
ONTO -20,384 -40.4%
SMCI -16,192 -100.0%
FN -8,642 -53.9%
KLAC -7,080 -100.0%
NVDA -4,027 -69.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,795 (2.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type