Managers / Q1 2024 · view latest →
Value Aligned Research Advisors, LLC
CIK 0001963565 · 51 PARK PLACE, PRINCETON, NJ, 08542 · 609-933-2503
Reported Value
$507M
Q1 2024
Positions
19
Filings on Record
16
2019–present window
Filed
Apr 26, 2024
original filing
Summary
Value Aligned Research Advisors, Llc reported $507M in U.S.-listed holdings across 19 positions for Q1 2024.
Its largest position, AMD, represents 15.9% of the portfolio.
Compared with Q4 2023, the fund opened 1 new position and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $20.7B | 107 | May 18, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $9.9B | 86 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $6.8B | 80 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.7B | 72 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.4B | 61 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $366M | 47 | Feb 18, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2024 | $385M | 21 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $457M | 31 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $507M | 19 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $396M | 19 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $317M | 19 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $320M | 16 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $282M | 19 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $220.6B | 24 | Jan 30, 2023 | 13F-HR | changes · 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 ↗.