Value Aligned Research Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$1,372,149
Net value change ($000)
+1,006,381 (275.1%)
New positions
9
Sold out positions
3
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VST 157,462 948.9%
GEV 118,210 360.5%
CEG 115,900 963.3%
MU 105,744 422.5%
VRT 76,616 160.5%
TLN 70,043 NEW
NRG 64,654 990.1%
ALAB 60,248 312.1%
CLS 31,494 412.7%
CRDO 26,830 NEW
Top Reduces (Value $000, Stocks/ETFs)
MRVL -25,597 -75.1%
SGOV -7,124 -100.0%
ANET -5,176 -100.0%
CAMT -4,751 -25.6%
ONTO -2,898 -9.6%
OKLO -1,209 -100.0%
TSSI -252 -11.3%
MSFT -116 -72.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 141,228 (10.3% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type