13F Filings for Value Aligned Research Advisors, LLC (CIK: 1963565)
View the most recent portfolio holdings disclosed by Value Aligned Research Advisors, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| TSM - TAIWAN SEMICONDUCTOR MFG LTD(Class: SPONSORED ADS) | 2.12M* | $480.52M* | 10.15% | Increased | 2M (1596.0%, $459.76M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 2.65M* | $419.03M* | 8.85% | Increased | 2.42M (1051.0%, $394.07M) |
| MU - MICRON TECHNOLOGY INC(Class: COM) | 2.65M* | $326.82M* | 6.90% | Increased | 1.04M (64.0%, $186.50M) |
| VST - VISTRA CORP(Class: COM) | 1.48M* | $286.59M* | 6.05% | Decreased | 73.35K (4.0%, $104.32M) |
| VRT - VERTIV HOLDINGS CO(Class: COM CL A) | 2.14M* | $275.24M* | 5.81% | Increased | 335.48K (18.0%, $144.70M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 1.46M* | $256.55M* | 5.42% | Increased | 1.35M (1262.0%, $240.03M) |
| INTC - INTEL CORP(Class: COM) | 11.28M* | $252.60M* | 5.34% | New | 11.28M ($252.60M) |
| CEG - CONSTELLATION ENERGY CORP(Class: COM) | 756.46K* | $244.16M* | 5.16% | Increased | 84.18K (12.0%, $108.60M) |
| AVGO - BROADCOM INC(Class: COM) | 823.52K* | $227M* | 4.79% | Increased | 741.67K (906.0%, $213.30M) |
| GEV - GE VERNOVA INC(Class: COM) | 399.17K* | $211.22M* | 4.46% | Decreased | 111.36K (21.0%, $55.37M) |
| AMZN - AMAZON COM INC(Class: COM) | 924.89K* | $202.91M* | 4.29% | Increased | 882.23K (2067.0%, $194.79M) |
| CLS - CELESTICA INC(Class: COM) | 1.20M* | $188.08M* | 3.97% | Increased | 700.37K (138.0%, $148.33M) |
| NBIS - NEBIUS GROUP N.V.(Class: SHS CLASS A) | 2.46M* | $135.94M* | 2.87% | Increased | 540.11K (28.0%, $95.48M) |
| MSFT - MICROSOFT CORP(Class: COM) | 269.27K* | $133.94M* | 2.83% | Increased | 253.05K (1560.0%, $127.85M) |
| TLN - TALEN ENERGY CORP(Class: COM) | 376.43K | $109.45M | 2.31% | Increased | 22.14K (6.0%, $38.71M) |
| ALAB - ASTERA LABS INC(Class: COM) | 1.18M | $106.79M | 2.26% | Decreased | 190.67K (13.0%, $24.94M) |
| ORCL - ORACLE CORP(Class: COM) | 373.20K* | $81.59M* | 1.72% | Increased | 332.55K (817.0%, $75.91M) |
| CRWV - COREWEAVE INC(Class: COM CL A) | 394.20K* | $64.28M* | 1.36% | New | 394.20K ($64.28M) |
| AMD - ADVANCED MICRO DEVICES INC(Class: COM) | 442.92K* | $62.85M* | 1.33% | Increased | 439.82K (14187.0%, $62.53M) |
| LRCX - LAM RESEARCH CORP(Class: COM NEW) | 628.33K* | $61.16M* | 1.29% | Increased | 590.62K (1566.0%, $58.42M) |
| RIOT - RIOT PLATFORMS INC(Class: COM) | 5.14M | $58.10M | 1.23% | Decreased | 11.66K (0.0%, $21.41M) |
| NRG - NRG ENERGY INC(Class: COM NEW) | 360.06K* | $57.82M* | 1.22% | Decreased | 400.84K (52.0%, $14.82M) |
| FN - FABRINET(Class: SHS) | 193.58K | $57.04M | 1.20% | Increased | 79.14K (69.0%, $34.44M) |
| BE - BLOOM ENERGY CORP(Class: COM CL A) | 2.06M* | $49.32M* | 1.04% | Increased | 418.63K (25.0%, $17.01M) |
| IREN - IREN LIMITED(Class: ORDINARY SHARES) | 3.27M | $47.59M | 1.01% | New | 3.27M ($47.59M) |