Value Aligned Research Advisors, LLC
CIK 1963565
13F filing for Q2 2026・No. 233
- Holdings
- US$40.11B
- Quarter change
- +US$19.4B
- Entries
- 123
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
59 stocks worth US$16.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BEBLOOM ENERGY CORPCOM CL A | — | 5,585,179 | US$1.69B | 10.10% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | — | 6,104,121 | US$1.69B | 10.08% |
| CRWVCOREWEAVE INCCOM CL A | — | 10,886,110 | US$1.08B | 6.48% |
| INTCINTEL CORPCOM | — | 6,345,700 | US$886.05M | 5.30% |
| MUMicronCOM | — | 733,007 | US$846.1M | 5.06% |
| SNDKSANDISK CORPCOM | — | 311,782 | US$708.91M | 4.24% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | — | 709,357 | US$684.53M | 4.09% |
| WDCWESTERN DIGITAL CORPCOM | — | 988,429 | US$631.33M | 3.77% |
| LITELUMENTUM HLDGS INCCOM | — | 734,687 | US$630.41M | 3.77% |
| CLSCELESTICA INCCOM | — | 1,576,402 | US$575.07M | 3.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.