SEC 13F Intelligence

Managers / Q1 2026

Value Aligned Research Advisors, LLC

CIK 0001963565 · 51 PARK PLACE, PRINCETON, NJ, 08542 · 609-933-2503

Reported Value
$20.7B
Q1 2026
Positions
107
Filings on Record
16
2019–present window
Filed
May 18, 2026
original filing

Summary

Value Aligned Research Advisors, LLC reported $20.7B in U.S.-listed holdings across 107 positions for Q1 2026.

Its largest position, LITE, represents 3.6% of the portfolio.

Compared with Q4 2025, the fund opened 13 new positions and exited 5.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+23.3%
share of reported value
Largest Position
+3.6%
Lumentum
New / Exited
13 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $221MQ4 ’22Q1 ’23: $282MQ2 ’23: $320MQ2 ’23Q3 ’23: $317MQ4 ’23: $396MQ4 ’23Q1 ’24: $507MQ2 ’24: $457MQ2 ’24Q3 ’24: $385MQ4 ’24: $366MQ4 ’24Q1 ’25: $1.4BQ2 ’25: $4.7BQ2 ’25Q3 ’25: $6.8BQ4 ’25: $9.9BQ4 ’25Q1 ’26: $20.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 83.1%Other: 9.3%ADR: 7.6%ETP: 0.1%
  • Common Stock · 83.1% · $17.2B
  • Other · 9.3% · $1.9B
  • ADR · 7.6% · $1.6B
  • ETP · 0.1% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FCXFREEPORT MCMORAN INCNEW+6.16M6.16M+$362M$362M
WDCWESTERN DIGITAL CORPNEW+1.30M1.30M+$350M$350M
FTAI AVIATION LTDNEW+1.12M1.12M+$275M$275M
WULFTERAWULF INCNEW+9.08M9.08M+$131M$131M
AAOIAPPLIED OPTOELECTRONICS INCNEW+1.29M1.29M+$109M$109M
SNDKSANDISK CORPNEW+161.3K161.3K+$102M$102M
ZMZOOM COMMUNICATIONS INCNEW+1.10M1.10M+$89M$89M
TOWER SEMICONDUCTOR LTDNEW+309.6K309.6K+$54M$54M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

31 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1LITELUMENTUM HLDGS INChistory →COM3.59%$743M1.06M
2CRWVCOREWEAVE INChistory →COM CL A3.10%$642M8.28M
3BEBLOOM ENERGY CORPhistory →COM CL A3.00%$621M4.58M
4NEBIUS GROUP N.V.SHS CLASS A2.91%$603M5.81M
5VRTVERTIV HOLDINGS COhistory →COM CL A2.35%$486M1.94M
6CLSCELESTICA INChistory →COM2.03%$420M1.49M
7SEAGATE TECHNOLOGY HLDNGS PLORD SHS1.73%$358M914.7K
8WDCWESTERN DIGITAL CORPhistory →COM1.69%$350M1.30M
9COHRCOHERENT CORPhistory →COM1.48%$306M1.29M
10FIXCOMFORT SYS USA INChistory →COM1.42%$295M213.6K
11EQTEQT CORPhistory →COM1.29%$267M4.19M
12FTAI AVIATION LTDSHS1.27%$262M1.07M
13FCXFREEPORT MCMORAN INChistory →CL B1.26%$260M4.42M
14AMATAPPLIED MATLS INChistory →COM1.21%$250M731.7K
15LRCXLAM RESEARCH CORPhistory →COM NEW1.14%$235M1.10M
16KLACKLA CORPhistory →COM NEW1.02%$211M143.4K
17EMEEMCOR GROUP INChistory →COM0.80%$165M223.5K
18IREN LIMITEDORDINARY SHARES0.79%$163M4.77M
19APLDAPPLIED DIGITAL CORPhistory →COM NEW0.76%$158M6.67M
20NVDANVIDIA CORPORATIONhistory →COM0.72%$149M853.7K
21CIFRCIPHER DIGITAL INChistory →COM0.68%$142M11.00M
22HUTHUT 8 CORPhistory →COM0.65%$135M2.88M
23CORZCORE SCIENTIFIC INC NEWhistory →COM0.56%$115M7.72M
24WULFTERAWULF INChistory →COM0.55%$113M7.85M
25AAOIAPPLIED OPTOELECTRONICS INChistory →COM0.52%$107M1.27M
26ASML HLDG NVN Y REGISTRY SHS0.45%$93M70.5K
27MUMICRON TECHNOLOGY INChistory →COM0.36%$74M218.8K
28SNOWSNOWFLAKE INChistory →COM SHS0.35%$73M481.3K
29SNDKSANDISK CORPhistory →COM0.32%$67M105.2K
30RIOTRIOT PLATFORMS INChistory →COM0.31%$64M5.18M
31ALABASTERA LABS INChistory →COM0.30%$62M568.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$20.7B107May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.9B86Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.8B80Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.7B72Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B61May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$366M47Feb 18, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2024$385M21Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$457M31Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$507M19Apr 26, 202413F-HRchanges · EDGAR ↗
Q4 2023$396M19Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$317M19Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$320M16Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$282M19Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$221M24Jan 30, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.