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Portfolio (Quarterly) Guide ↗

Value Aligned Research Advisors, LLC

· CIK 0001963565
13F Portfolio $40.1B AUM 123 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 49 Added 23 Reduced 10 Exited
Page 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RIOT RIOT PLATFORMS INC Financial Services 3,290,544.0 $90.1M 0.23% -1.9M -36.4% $27.38 -27.6%
62 BTDR BITDEER TECHNOLOGIES GROUP Technology 5,203,764.0 $82.6M 0.21% +1.2M +28.6% $15.87 -28.4%
63 LRCX CALL LAM RESEARCH CORP Technology 184,700.0 $80.0M 0.20% -22K -10.6% $433.33 -27.5%
64 FCX PUT FREEPORT MCMORAN INC Basic Materials 1,272,200.0 $80.0M 0.20% NEW $62.89 +21.9%
65 EQT CALL EQT CORP Energy 1,384,900.0 $73.6M 0.18% +76K +5.8% $53.17 +1.0%
66 WULF CALL TERAWULF INC Financial Services 2,754,200.0 $68.0M 0.17% +1.5M +124.5% $24.70 -36.7%
67 FRVO FERVO ENERGY CO 2,160,607.0 $63.2M 0.16% NEW $29.23 -42.1%
68 STRL STERLING INFRASTRUCTURE INC Industrials 73,360.0 $61.6M 0.15% -16K -18.0% $839.36 -38.4%
69 IREN CALL IREN LIMITED Financial Services 1,344,000.0 $61.5M 0.15% +722K +116.0% $45.73 -8.4%
70 ORCL PUT ORACLE CORP Technology 418,200.0 $61.3M 0.15% +341K +443.8% $146.55 -0.1%
71 CLS CALL CELESTICA INC Technology 163,900.0 $59.8M 0.15% +150K +1114.1% $364.80 -18.7%
72 LGN LEGENCE CORP Industrials 692,150.0 $59.0M 0.15% +384K +124.6% $85.23 -30.3%
73 META PUT META PLATFORMS INC Communication Services 99,700.0 $56.2M 0.14% NEW $563.29 -2.4%
74 KLAC CALL KLA CORP Technology 183,000.0 $55.2M 0.14% +165K +900.0% $301.71 -39.0%
75 INNIO NV 1,355,362.0 $53.6M 0.13% NEW $39.55
76 LRCX LAM RESEARCH CORP Technology 121,597.0 $52.7M 0.13% -979K -89.0% $433.33 -27.5%
77 GEV GE VERNOVA INC Utilities 44,433.0 $52.2M 0.13% $1174.86 -18.6%
78 AMAT APPLIED MATLS INC Technology 69,591.0 $50.3M 0.12% -662K -90.5% $723.00 -31.9%
79 GEV CALL GE VERNOVA INC Utilities 35,600.0 $41.8M 0.10% $1174.86 -18.6%
80 APLD CALL APPLIED DIGITAL CORP Technology 1,047,400.0 $39.1M 0.10% +783K +296.4% $37.30 -27.1%
Page 4 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 62.8%
Industrials 23.3%
Financial Services 7.5%
Consumer Cyclical 2.8%
Energy 1.9%
Communication Services 0.9%
Utilities 0.7%