Value Aligned Research Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$9,944,995
Net value change ($000)
+1,757,063 (21.5%)
New positions
8
Sold out positions
3
Turnover %
18.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LITE 432,062 NEW
COHR 173,127 236.1%
GEV 143,612 426.8%
APLD 138,380 NEW
CORZ 117,786 NEW
FIX 92,063 203.9%
AMAT 87,551 172.4%
HUT 60,259 88.8%
LRCX 53,964 80.5%
NBIS 51,109 22.7%
Top Reduces (Value $000, Stocks/ETFs)
CEG -205,719 -66.2%
VST -190,546 -62.3%
MU -185,810 -74.8%
ALAB -175,336 -65.0%
TLN -130,331 -68.8%
NRG -123,040 -85.1%
IREN -49,005 -27.0%
AAON -46,126 -93.5%
FN -42,594 -100.0%
AGX -20,590 -33.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,063,873 (50.9% 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