Value Aligned Research Advisors, LLC
CIK 1963565 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- VRT13.33%
- MRVL9.52%
- GEV9.16%
- ONTO8.40%
- RIOT7.95%
- BE7.95%
- MU6.99%
- ALAB5.39%
- CAMT5.18%
- VST4.64%
Share classes counted separately78.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COHRWeight decreased · -5.39 pp8.12% → 2.73%Shares -248.23K (-70.67%)
- MRVLWeight decreased · -5.35 pp14.87% → 9.52%Shares -484.14K (-61.08%)
- ONTOWeight decreased · -4.70 pp13.10% → 8.40%Shares -62.68K (-25.79%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VRTVERTIV HOLDINGS CO-ACOM CL A View history and evidence | $47.73M | 13.33% | 420.12K shares | 11.79% → 13.33%+1.54 pp -35.60K (-7.81%) | Reduced | ↗▾ |
| 02 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $34.07M | 9.52% | 308.46K shares | 14.87% → 9.52%-5.35 pp -484.14K (-61.08%) | Reduced | ↗▾ |
| 03 | GEVGE VERNOVA INC View history and evidence | $32.79M | 9.16% | 99.68K shares | Prior unavailable +99.68K | New | ↗▾ |
| 04 | ONTOONTO INNOVATION INC View history and evidence | $30.06M | 8.40% | 180.35K shares | 13.10% → 8.40%-4.70 pp -62.68K (-25.79%) | Reduced | ↗▾ |
| 05 | RIOTRIOT PLATFORMS INC View history and evidence | $28.45M | 7.95% | 2.79M shares | Prior unavailable +2.79M | New | ↗▾ |
| 06 | BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | $28.45M | 7.95% | 1.28M shares | Prior unavailable +1.28M | New | ↗▾ |
| 07 | MUMICRON TECHNOLOGY INC View history and evidence | $25.03M | 6.99% | 297.42K shares | Prior unavailable +297.42K | New | ↗▾ |
| 08 | ALABASTERA LABS INC View history and evidence | $19.30M | 5.39% | 145.75K shares | Prior unavailable +145.75K | New | ↗▾ |
| 09 | CAMTCAMTEK LTDORD View history and evidence | $18.54M | 5.18% | 229.58K shares | 4.43% → 5.18%+0.75 pp +15.81K (+7.40%) | Added | ↗▾ |
| 10 | VSTVISTRA CORP View history and evidence | $16.59M | 4.64% | 120.36K shares | Prior unavailable +120.36K | New | ↗▾ |
Options overlay 20
$7.79M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NVDANVIDIA CORP View history and evidence | Call | 168.10K | $2.08M | +168.10K | ▾ |
TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | Call | 105.80K | $1.58M | +105.80K | ▾ |
AVGOBROADCOM INC View history and evidence | Call | 46.00K | $1.27M | +46.00K | ▾ |
3 / 20 options · preview only
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMAT APPLIED MATERIALS INC | Non-derivative | -241,604 | -$48.84M | SEC filing ↗ | SEC filing ↗ |
| LRCX LAM RESEARCH CORP | Non-derivative | -50,614 | -$41.31M | SEC filing ↗ | SEC filing ↗ |
| SMCI SUPER MICRO COMPUTER INC | Non-derivative | -38,886 | -$16.19M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1963565 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-18
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001085146-25-001746",
"cover_total": 365768389,
"filing_date": "2025-02-18",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 1,
"positions_restated": 0,
"positions_cancelled": 1
}
],
"prior_versions": [
{
"accession": "0001085146-25-001262",
"filing_date": "2025-02-13",
"confidential": false,
"cover_table_value_total_raw": 365768389
}
],
"cover_table_value": 365768389
}Research all 47 reported holdings.
This page includes 30 of 47 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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