Value Aligned Research Advisors
$16.7B 13F equity value
66 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Value Aligned Research Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 5,585,179 | $1.7B | 10.1% |
| NBIS | NEBIUS GROUP N.V. | 6,104,121 | $1.7B | 10.1% |
| CRWV | COREWEAVE INC | 10,886,110 | $1.1B | 6.5% |
| INTC | INTEL CORP | 6,345,700 | $886M | 5.3% |
| MU | MICRON TECHNOLOGY INC | 733,007 | $846M | 5.1% |
| SNDK | SANDISK CORP | 311,782 | $709M | 4.2% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 709,357 | $685M | 4.1% |
| WDC | WESTERN DIGITAL CORP | 988,429 | $631M | 3.8% |
| LITE | LUMENTUM HLDGS INC | 734,687 | $630M | 3.8% |
| CLS | CELESTICA INC | 1,576,402 | $575M | 3.4% |
Track Value Aligned Research Advisors's 13F portfolio: $16.7B in reported holdings, 66 positions. Top holdings and quarterly changes on SentiSense.
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