Latest Value Aligned Research Advisors, LLC Stock Portfolio

Value Aligned Research Advisors, LLC Performance:

2024 Q4: 0.12%YTD: 20.94%2023: 60.95%

Performance for 2024 Q4 is 0.12%, and YTD is 20.94%, and 2023 is 60.95%.

About Value Aligned Research Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Value Aligned Research Advisors, LLC reported an equity portfolio of $365.8 Millions as of 31 Dec, 2024.

The top stock holdings of Value Aligned Research Advisors, LLC are VRT, MRVL, . The fund has invested 13.1% of it's portfolio in VERTIV HOLDINGS CO and 9.3% of portfolio in MARVELL TECHNOLOGY INC.

The fund managers got completely rid off APPLIED MATLS INC (AMAT), LAM RESEARCH CORP (LRCX) and ARISTA NETWORKS INC (ANET) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), MICROSOFT CORP (MSFT) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). Value Aligned Research Advisors, LLC opened new stock positions in GE VERNOVA INC, RIOT PLATFORMS INC (RIOT) and BLOOM ENERGY CORP (BE). The fund showed a lot of confidence in some stocks as they added substantially to CAMTEK LTD.

Value Aligned Research Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Value Aligned Research Advisors, LLC made a return of 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 20.94%.

New Buys

Ticker	$ Bought
ge vernova inc	32,789,100
riot platforms inc	28,453,900
bloom energy corp	28,447,700
micron technology inc	25,031,200
astera labs inc	19,304,300
vistra corp	16,594,600
nebius group n.v.	14,417,200
constellation energy corp	12,031,800

New stocks bought by Value Aligned Research Advisors, LLC

Additions

Ticker	% Inc.
camtek ltd	7.4
celestica inc	7.08

Additions to existing portfolio by Value Aligned Research Advisors, LLC

Reductions

Ticker	% Reduced
broadcom inc	-87.13
microsoft corp	-80.71
taiwan semiconductor mfg ltd	-78.49
alphabet inc	-72.19
coherent corp	-70.67
nvidia corporation	-69.95
marvell technology inc	-61.08
fabrinet	-50.46

Value Aligned Research Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
super micro computer inc	-16,192,100
applied matls inc	-48,835,400
arista networks inc	-37,748,300
lam research corp	-41,305,100
semtech corp	-496,690
kla corp	-7,079,690
camtek ltd	-686,391
advanced micro devices inc	-264,375

Value Aligned Research Advisors, LLC got rid off the above stocks

Sector Distribution

Value Aligned Research Advisors, LLC has about 31.7% of it's holdings in Technology sector.

Sector	%
Technology	31.7
Others	28.9
Industrials	21.3
Utilities	9.8
Financial Services	7.9

Market Cap. Distribution

Value Aligned Research Advisors, LLC has about 41.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	41.1
MID-CAP	29.1
UNALLOCATED	28.9

Stocks belong to which Index?

About 40.9% of the stocks held by Value Aligned Research Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.1
RUSSELL 2000	26.4
S&P 500	14.5

Top 5 Winners (%)		%
MRVL	marvell technology inc	37.9 %
VRT	vertiv holdings co	14.2 %
GOOG	alphabet inc	10.3 %
NVDA	nvidia corporation	9.1 %
COHR	coherent corp	8.8 %

Top 5 Winners ($)		$
MRVL	marvell technology inc	21.7 M
VRT	vertiv holdings co	6.4 M
COHR	coherent corp	2.8 M
BE	bloom energy corp	1.4 M
NVDA	nvidia corporation	0.5 M

Top 5 Losers (%)		%
ANET	arista networks inc	-72.0 %
ONTO	onto innovation inc	-19.2 %
MU	micron technology inc	-16.8 %
CEG	constellation energy corp	-11.8 %
RIOT	riot platforms inc	-7.0 %

Top 5 Losers ($)		$
ANET	arista networks inc	-13.3 M
ONTO	onto innovation inc	-9.7 M
MU	micron technology inc	-5.1 M
RIOT	riot platforms inc	-2.1 M
CEG	constellation energy corp	-1.6 M

Value Aligned Research Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Value Aligned Research Advisors, LLC

Value Aligned Research Advisors, LLC has 27 stocks in it's portfolio. About 76.8% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. MRVL was the most profitable stock for Value Aligned Research Advisors, LLC last quarter.

Last Reported on: 18 Feb, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VRT	vertiv holdings co	13.05	420,124	47,730,300	reduced	-7.81
Historical Trend of VERTIV HOLDINGS CO Position Held By Value Aligned Research Advisors, LLC What % of Portfolio is VRT?: Number of VRT shares held: Change in No. of Shares Held:
	MRVL	marvell technology inc	9.31	308,464	34,069,800	reduced	-61.08

		ge vernova inc	8.96	99,684	32,789,100	new

	ONTO	onto innovation inc	8.22	180,351	30,059,100	reduced	-25.79

	RIOT	riot platforms inc	7.78	2,786,870	28,453,900	new

	BE	bloom energy corp	7.78	1,280,850	28,447,700	new

	MU	micron technology inc	6.84	297,424	25,031,200	new

		astera labs inc	5.28	145,748	19,304,300	new

		camtek ltd	5.07	229,583	18,543,400	added	7.4

	VST	vistra corp	4.54	120,364	16,594,600	new

	YNDX	nebius group n.v.	3.94	520,478	14,417,200	new

	CEG	constellation energy corp	3.29	53,783	12,031,800	new

	COHR	coherent corp	2.67	103,019	9,758,990	reduced	-70.67

		celestica inc	2.09	82,676	7,631,000	added	7.08

	FN	fabrinet	2.02	33,570	7,381,370	reduced	-50.46

	DMXF	ishares tr	1.95	71,010	7,123,720	new

	NRG	nrg energy inc	1.78	72,380	6,530,120	new

	ANET	arista networks inc	1.42	46,828	5,175,900	new

	TSSI	tss inc del	0.61	188,146	2,231,410	new

	NVDA	nvidia corporation	0.47	12,921	1,735,160	reduced	-69.95