Value Aligned Research Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
72
Total value ($000)
$4,734,561
Net value change ($000)
+3,362,412 (245.0%)
New positions
8
Sold out positions
6
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 12/3/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
CLS 146,852 375.3%
CEG 102,765 80.3%
MU 101,881 77.9%
VRT 100,849 81.1%
VST 91,141 52.4%
NBIS 83,599 210.7%
GEV 52,549 34.8%
IREN 47,588 NEW
LRCX 45,386 2901.9%
TLN 39,411 56.3%
Top Reduces (Value $000, Stocks/ETFs)
ONTO -27,161 -100.0%
CRDO -26,830 -100.0%
NRG -13,864 -19.5%
CAMT -13,792 -100.0%
COHR -13,349 -39.2%
MRVL -8,473 -100.0%
TSM -1,206 -91.4%
AVGO -991 -99.5%
AMZN -848 -97.7%
ORCL -217 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,496,337 (52.7% 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