Skip to main content
Signal8

Value Aligned Research Advisors, LLC

Value Aligned Research Advisors, LLC is an Investment Adviser institutional filer with the SEC under CIK 1963565, reporting 59 portfolio positions, with 24 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Value Aligned Research Advisors, LLC's most recent 13F filing, ranked by reported market value.

  1. BLOOM ENERGY CORP (BE)
  2. NEBIUS GROUP N.V. (NBIS)
  3. COREWEAVE INC (CRWV)
  4. INTEL CORP (INTC)
  5. MICRON TECHNOLOGY INC (MU)
  6. SANDISK CORP (SNDK)
  7. SEAGATE TECHNOLOGY HLDNGS PL (STX)
  8. WESTERN DIGITAL CORP (WDC)
  9. LUMENTUM HLDGS INC (LITE)
  10. CELESTICA INC (CLS)
/