account_balance
Investment manager · 13F filer · SEC CIK 1963565
Value Aligned Research Advisors, LLC
Reported value$16.7Bas of Jun 30, 2026
Positions59 13 new, 7 sold out
Top 10 weight56%BE alone is 10%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BE
Bloom Energy Corp
10.1%Added
NBIS
Nebius Group N.v.
10.1%Added
CRWV
Coreweave INC
6.5%Added
INTC
Intel Corp
5.3%Added
MU
Micron Technology INC
5.1%Added
SNDK
Sandisk Corp
4.2%Added
STX
Seagate Technology Hldngs Pl
4.1%Trimmed
WDC
Western Digital Corp
3.8%Trimmed
LITE
Lumentum Hldgs INC
3.8%Trimmed
CLS
Celestica INC
3.4%Added
49 others
43.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed