1y return+168.2%S&P 500 +20.9%
3y return+382.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $720 against $195 in the S&P 500.2
Value Aligned Research Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BEBloom Energy Corp | $1.7B | 10.1% | +21.8% |
| Nebius Group N.v.CUSIP N97284108 | $1.7B | 10.1% | +5.0% |
| CRWVCoreweave Inc | $1.1B | 6.5% | +31.5% |
| INTCIntel Corp | $886.1M | 5.3% | +1159.7% |
| MUMicron Technology Inc | $846.1M | 5.1% | +235.0% |
| SNDKSandisk Corp | $708.9M | 4.2% | +196.4% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $684.5M | 4.1% | −22.4% |
| WDCWestern Digital Corp | $631.3M | 3.8% | −23.7% |
| LITELumentum Hldgs Inc | $630.4M | 3.8% | −30.5% |
| CLSCelestica Inc | $575.1M | 3.4% | +5.7% |
| FIXComfort Sys Usa Inc | $482.8M | 2.9% | +14.0% |
| VRTVertiv Holdings Co | $481.4M | 2.9% | −25.9% |
| TSMTaiwan Semiconductor Manufac | $481.1M | 2.9% | +148058.8% |
| AMZNAmazon Com Inc | $387.4M | 2.3% | +32926.5% |
| Iren LimitedCUSIP Q4982L109 | $387.2M | 2.3% | +77.6% |
| Ftai Aviation LtdCUSIP G3730V105 | $376.9M | 2.3% | +30.1% |
| WULFTerawulf Inc | $302.9M | 1.8% | +56.3% |
| EMEEmcor Group Inc | $290.4M | 1.7% | +56.6% |
| ALABAstera Labs Inc | $274.5M | 1.6% | |
| CIFRCipher Digital Inc | $272.6M | 1.6% | +1.1% |
| EQTEqt Corp | $245.4M | 1.5% | +10.2% |
| CBRSCerebras Systems Inc | $241.9M | 1.4% | New |
| AAOIApplied Optoelectronics Inc | $236.3M | 1.4% | +25.8% |
| CORZCore Scientific Inc New | $235.1M | 1.4% | +19.0% |
| APLDApplied Digital Corp | $206.9M | 1.2% | −16.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | June 30, 2023 | +1251.7% | $481.4M |
| COHRCoherent Corp | September 30, 2023 | +1108.5% | $125.9M |
| Nebius Group N.v.CUSIP N97284108 | December 31, 2024 | +897.0% | $1.7B |
| CLSCelestica Inc | June 30, 2024 | +536.3% | $575.1M |
| HUTHut 8 Corp | June 30, 2025 | +520.7% | $166.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2025 | +250.4% | $684.5M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $481.1M |
| RIOTRiot Platforms Inc | December 31, 2024 | +168.2% | $90.1M |
| FIXComfort Sys Usa Inc | September 30, 2025 | +140.2% | $482.8M |
| WDCWestern Digital Corp | March 31, 2026 | +136.1% | $631.3M |
Sold off last quarter
- FCXFreeport Mcmoran Inc was $259.9M
- KLACKla Corp was $211.1M
- SNOWSnowflake Inc was $72.6M
- SEISolaris Energy Infras Inc was $50.7M
- Tower Semiconductor LtdCUSIP M87915274 was $47.5M
- LBRTLiberty Energy Inc was $36.4M
- Bitfarms LtdCUSIP 09173B107 was $15.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +67.0% | +14.8% |
| March 31, 2026 | +22.1% | −4.6% |
| December 31, 2025 | −0.6% | +2.4% |
| September 30, 2025 | +32.4% | +7.8% |
| June 30, 2025 | +62.9% | +10.5% |
| March 31, 2025 | −23.5% | −4.6% |
| December 31, 2024 | +6.2% | +2.1% |
| September 30, 2024 | −8.9% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +18.8% | +10.0% |
| December 31, 2023 | +24.5% | +11.2% |
| September 30, 2023 | −0.1% | −3.6% |
| June 30, 2023 | +18.0% | +8.3% |
| March 31, 2023 | +26.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Value Aligned Research Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963565&type=13F-HR&dateb=&owner=include&count=40CIK 1963565
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1963565/000196356526000005/Filed August 17, 2026 · accession 0001963565-26-000005