Value Aligned Research Advisors, LLC

CIK 0001963565 · Q1 2026

13F Equity AUM

$20.7B

+108.2% QoQ

Positions

+8 QoQ

AUM Rank

#398

Top 3%

Skill Alpha (FF)

+10.6%/yr^ns

No Clear Edge

Rank #271 · Top 3%

vs S&P +31.0%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 48.6%Top 10: 64.2%Top 20: 81.6%

NVDA16.3%

GOOGL11.1%

AMZN10.0%

TSM7.6%

CRWV3.7%

LITE3.6%

YNDX3.1%

BE3.0%

VRT3.0%

INTC2.8%

Others (51)35.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology57.7%

Communication Services14.3%

Consumer Cyclical10.0%

Industrials9.8%

Financial Services3.4%

Energy2.2%

Other2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 61Median: 0.71%Avg: 1.64%

0–0.5%

26(4.5%)

0.5–1%

10(7.2%)

1–3%

16(26.9%)

3–5%

5(16.4%)

5%+

4(45.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 61Unique: 0vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BlackRock, Inc.

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

STATE STREET CORP

1.7%

JPMORGAN CHASE & CO

1.2%

BANK OF AMERICA CORP /DE/

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

FMR LLC

1.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased28Decreased15Exited5

New Positions

FCX1.8%

+6.2M

WDC1.7%

+1.3M

FTAIN1.3%

+1.1M

WULF0.6%

+9.1M

AAOI0.5%

+1.3M

SNDK0.5%

+161K

ZM0.4%

+1.1M

TSEM0.3%

+310K

LBRT0.2%

+1.3M

ACMR0.2%

+956K

Increased

NVDA16.3%

+12.5M(+185%)

AMZN10.0%

+7.9M(+370%)

GOOGL11.1%

+6.4M(+387%)

CIFR0.7%

+4.0M(+54%)

CRWV3.7%

+3.3M(+50%)

YNDX3.1%

+2.7M(+77%)

EQT1.7%

+2.3M(+72%)

INTC2.8%

+2.1M(+19%)

IREN0.9%

+1.9M(+53%)

ORCL1.8%

+1.7M(+235%)

Decreased

RIOT0.3%

-4,447,229(-46%)

VST0.1%

-697,807(-81%)

CORZ0.6%

-370,735(-5%)

CEG0.1%

-266,677(-77%)

GEV0.3%

-240,980(-75%)

EEM0.1%

-230,500(-51%)

AAPL0.1%

-208,600(-79%)

QCOM0.1%

-144,500(-46%)

NRA0.0%

-135,486(-98%)

AVGO1.9%

-126,198(-9%)

Exited

-128,858

-736,952

-1,061,151

-41,956

-5,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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