Value Aligned Research Advisors, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$20.7B
Holdings
61
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (55.7k shares)
16.2%
02
$GOOGL
ALPHABET INC
Q1 2026: New position (13.3k shares)
11.1%
03
$AMZN
AMAZON COM INC
Q1 2026: New position (15.2k shares)
10.0%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: New position (680 shares)
7.6%
05
$CRWV
COREWEAVE INC
Q1 2026: New position (5.6k shares)
3.7%
06
$LITE
LUMENTUM HLDGS INC
Held since at least Q1 2024
3.6%
07
$NBIS
NEBIUS GROUP N.V.
Q2 2025: Increased +518.4% (74.0k → 457.6k shares)
3.1%
08
$BE
BLOOM ENERGY CORP
Q2 2025: Sold 49.0% (67.8k → 34.6k shares)
3.0%
09
$VRT
VERTIV HOLDINGS CO
Q2 2025: Sold 24.0% (171.4k → 130.2k shares)
3.0%
10
$INTC
INTEL CORP
Q2 2025: New position (11.28M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.