Value Aligned Research Advisors, LLC
CIK 1963565 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- VST11.85%
- MU10.39%
- CEG10.31%
- VRT10.06%
- GEV9.09%
- CLS8.31%
- NBIS5.51%
- TLN4.89%
- ALAB4.77%
- RIOT2.60%
Share classes counted separately77.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CLSWeight increased · +5.13 pp3.18% → 8.31%Shares +694.87K (+139.97%)
- NRGWeight decreased · -3.22 pp5.78% → 2.56%Shares -388.74K (-52.13%)
- GEVWeight decreased · -3.18 pp12.27% → 9.09%Shares -109.95K (-22.23%)
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 | VSTVISTRA CORP View history and evidence | $265.20M | 11.85% | 1.37M shares | 14.14% → 11.85%-2.29 pp -113.75K (-7.68%) | Reduced | ↗▾ |
| 02 | MUMICRON TECHNOLOGY INC View history and evidence | $232.66M | 10.39% | 1.89M shares | 10.62% → 10.39%-0.23 pp +382.62K (+25.42%) | Added | ↗▾ |
| 03 | CEGCONSTELLATION ENERGY View history and evidence | $230.70M | 10.31% | 714.76K shares | 10.39% → 10.31%-0.08 pp +80.28K (+12.65%) | Added | ↗▾ |
| 04 | VRTVERTIV HOLDINGS CO-ACOM CL A View history and evidence | $225.20M | 10.06% | 1.75M shares | 10.10% → 10.06%-0.04 pp +31.48K (+1.83%) | Added | ↗▾ |
| 05 | GEVGE VERNOVA INC View history and evidence | $203.55M | 9.09% | 384.67K shares | 12.27% → 9.09%-3.18 pp -109.95K (-22.23%) | Reduced | ↗▾ |
| 06 | CLSCELESTICA INC View history and evidence | $185.98M | 8.31% | 1.19M shares | 3.18% → 8.31%+5.13 pp +694.87K (+139.97%) | Added | ↗▾ |
| 07 | NBISNEBIUS GROUP NVSHS CLASS A View history and evidence | $123.28M | 5.51% | 2.23M shares | 3.22% → 5.51%+2.29 pp +348.31K (+18.53%) | Added | ↗▾ |
| 08 | TLNTALEN ENERGY CORP View history and evidence | $109.45M | 4.89% | 376.43K shares | 5.69% → 4.89%-0.80 pp +25.64K (+7.31%) | Added | ↗▾ |
| 09 | ALABASTERA LABS INC View history and evidence | $106.79M | 4.77% | 1.18M shares | 6.46% → 4.77%-1.69 pp -152.17K (-11.41%) | Reduced | ↗▾ |
| 10 | RIOTRIOT PLATFORMS INC View history and evidence | $58.10M | 2.60% | 5.14M shares | 2.90% → 2.60%-0.30 pp +128.24K (+2.56%) | Added | ↗▾ |
Options overlay 37
$2.50B 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 | 2.13M | $337.28M | +1.93M (+937.82%) | ▾ |
TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | Call | 1.33M | $302.02M | +1.22M (+1038.77%) | ▾ |
INTCINTEL CORP View history and evidence | Call | 11.28M | $252.60M | +11.28M | ▾ |
3 / 37 options · preview only
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ONTO ONTO INNOVATION INC | Non-derivative | -223,840 | -$27.16M | SEC filing ↗ | SEC filing ↗ |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | Non-derivative | -668,067 | -$26.83M | SEC filing ↗ | SEC filing ↗ |
| CAMT CAMTEK LTD | Non-derivative | -235,238 | -$13.79M | SEC filing ↗ | SEC filing ↗ |
3 / 14 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4734560970
}Research all 72 reported holdings.
This page includes 30 of 72 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 72 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1963565","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"1963565","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.