Value Aligned Research Advisors, LLC

Q3 2025 13F-HR/A Holdings

Location
Princeton, NJ
Holdings as of
9/30/2025
Date filed
12/3/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
81
Total value ($000)
$8,187,932
Net value change ($000)
+3,453,371 (72.9%)
New positions
9
Sold out positions
2
Turnover %
15.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CRWV 421,378 NEW
BE 223,749 457.5%
ALAB 163,092 152.7%
CLS 149,029 80.1%
IREN 134,188 282.0%
VRT 109,882 48.8%
NBIS 102,319 83.0%
EQT 101,342 384.0%
NRG 87,295 152.3%
CEG 79,900 34.6%
Top Reduces (Value $000, Stocks/ETFs)
GEV -169,903 -83.5%
CORZ -23,039 -100.0%
FN -14,450 -25.3%
GOOGL -9,838 -77.9%
NVDA -2,618 -12.6%
TSSI -2,371 -23.3%
AMD -88 -100.0%
MSFT -38 -16.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,854,007 (47.1% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type