Value Aligned Research Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Value Aligned Research Advisors, LLC held in its portfolio 53 assets valued at $9,944,995,059 (i.e. $9.95B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($1.26B), TAIWAN SEMICONDUCTOR MFG LTD ($949.95M), and ALPHABET INC ($515.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Value Aligned Research Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 6774459 | 1263436604 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3125980 | 949954062 | SPONSORED ADS |
| ALPHABET INC | 1646102 | 515229926 | CAP STK CL A |
| AMAZON COM INC | 2122722 | 489966692 | COM |
| BROADCOM INC | 1381909 | 478278705 | COM |
| COREWEAVE INC | 6501420 | 465566686 | COM CL A |
| LUMENTUM HLDGS INC | 1172201 | 432061567 | COM |
| VERTIV HOLDINGS CO | 2581391 | 418211156 | COM CL A |
| INTEL CORP | 11019800 | 406630620 | COM |
| CELESTICA INC | 1163328 | 343891390 | COM |
| BLOOM ENERGY CORP | 3493848 | 303580453 | COM CL A |
| NEBIUS GROUP N.V. | 3534576 | 295861685 | SHS CLASS A |
| MICRON TECHNOLOGY INC | 982808 | 280503231 | COM |
| COHERENT CORP | 1342517 | 247788363 | COM |
| GE VERNOVA INC | 321013 | 209804466 | COM |
| MICROSOFT CORP | 424474 | 205284116 | COM |
| EQT CORP | 3191300 | 171053680 | COM |
| APPLIED MATLS INC | 630831 | 162117259 | COM |
| LAM RESEARCH CORP | 854433 | 146261841 | COM NEW |
| ORACLE CORP | 736409 | 143533478 | COM |
| APPLIED DIGITAL CORP | 5643550 | 138379846 | COM NEW |
| VISTRA CORP | 857307 | 138309338 | COM |
| COMFORT SYS USA INC | 147021 | 137213229 | COM |
| IREN LIMITED | 3515247 | 132770879 | ORDINARY SHARES |
| HUT 8 CORP | 2788516 | 128104425 | COM |
| CONSTELLATION ENERGY CORP | 348577 | 123141797 | COM |
| RIOT PLATFORMS INC | 9624147 | 121937942 | COM |
| CORE SCIENTIFIC INC NEW | 8089697 | 117785988 | COM |
| CIPHER MINING INC | 7447495 | 109925026 | COM |
| ADVANCED MICRO DEVICES INC | 442300 | 94722968 | COM |
| ASTERA LABS INC | 568316 | 94545050 | COM |
| SNOWFLAKE INC | 361624 | 79325841 | COM SHS |
| APPLE INC | 264000 | 71771040 | COM |
| EMCOR GROUP INC | 111108 | 67974763 | COM |
| KLA CORP | 50786 | 61709053 | COM NEW |
| TALEN ENERGY CORP | 157347 | 58979949 | COM |
| QUALCOMM INC | 314300 | 53761015 | COM |
| SOLARIS ENERGY INFRAS INC | 975939 | 44863916 | COM CL A |
| ARGAN INC | 128858 | 40373789 | COM |
| BITDEER TECHNOLOGIES GROUP | 3267614 | 36629953 | CL A ORD SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 126282 | 34776800 | ORD SHS |
| GITLAB INC | 736952 | 27657809 | CLASS A COM |
| ISHARES TR | 454600 | 24871166 | MSCI EMG MKT ETF |
| GALAXY DIGITAL INC. | 1061151 | 23727336 | CL A |
| NRG ENERGY INC | 138586 | 22068435 | COM NEW |
| LEGENCE CORP | 251681 | 10832350 | CL A |
| HALLADOR ENERGY COMPANY | 320759 | 6107251 | COM |
| BKV CORP | 192295 | 5220809 | COM |
| TSS INC DEL | 460510 | 3255806 | COM |
| AAON INC | 41956 | 3199145 | COM PAR $0.004 |
| ALPHABET INC | 4785 | 1501533 | CAP STK CL C |
| ISHARES INC | 5000 | 317650 | MSCI TAIWAN ETF |
| ASML HOLDING N V | 203 | 217182 | N Y REGISTRY SHS |
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