Value Aligned Research Advisors, LLC: 13F holdings
CIK 19635652026Q2
| Positions | 72 |
|---|
| Reported value | $40.1bn |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 72 (+11 vs prior quarter) |
|---|
| Reported value | $40.1bn (+93.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BE BLOOM ENERGY CORP | 5,585,179 | $1.7bn | 4.2% |
| NBIS NEBIUS GROUP N.V. | 6,104,121 | $1.7bn | 4.2% |
| CRWV COREWEAVE INC | 10,886,110 | $1.1bn | 2.7% |
| INTC INTEL CORP | 6,345,700 | $886.1m | 2.2% |
| MU MICRON TECHNOLOGY INC | 733,007 | $846.1m | 2.1% |
| SNDK SANDISK CORP | 311,782 | $708.9m | 1.8% |
| SEAGATE TECHNOLOGY HLDNGS PL | 709,357 | $684.5m | 1.7% |
| WDC WESTERN DIGITAL CORP | 988,429 | $631.3m | 1.6% |
| LITE LUMENTUM HLDGS INC | 734,687 | $630.4m | 1.6% |
| CLS CELESTICA INC | 1,576,402 | $575.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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