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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 39,200.0 $10.2M 0.03% $260.64 -14.6%
102 CRWV PUT COREWEAVE INC Technology 97,700.0 $9.7M 0.02% NEW $99.54 -11.7%
103 TLN TALEN ENERGY CORP Utilities 17,716.0 $6.8M 0.02% -52K -74.6% $384.26 -18.2%
104 LITE CALL LUMENTUM HLDGS INC Technology 7,400.0 $6.3M 0.02% NEW $858.06 +1.0%
105 HNRG HALLADOR ENERGY COMPANY Energy 320,759.0 $5.6M 0.01% $17.39 -11.6%
106 CORZ CALL CORE SCIENTIFIC INC NEW Technology 216,800.0 $5.5M 0.01% NEW $25.59 -30.4%
107 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 25,500.0 $3.8M 0.01% $148.16 -15.8%
108 VST PUT VISTRA CORP Utilities 23,500.0 $3.7M 0.01% $158.63 -14.1%
109 TSSI TSS INC DEL Technology 261,498.0 $3.2M 0.01% -199K -43.2% $12.30 -28.9%
110 COHR CALL COHERENT CORP Technology 7,300.0 $2.9M 0.01% $394.47 -26.6%
111 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 148,800.0 $2.1M 0.01% NEW $14.10 -41.3%
112 GOOG ALPHABET INC 4,785.0 $1.7M 0.00% $353.33
113 GEV PUT GE VERNOVA INC Utilities 1,100.0 $1.3M 0.00% NEW $1174.86 -18.6%
114 KEEL CALL KEEL INFRASTRUCTURE CORP Technology 127,800.0 $734K 0.00% NEW $5.74 -42.2%
115 NRG CALL NRG ENERGY INC Utilities 3,100.0 $453K 0.00% $146.06 -22.6%
116 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $238K 0.00% -74K -98.7% $238.34 +8.5%
117 GTLB CALL GITLAB INC Technology 7,800.0 $238K 0.00% NEW $30.53 +36.5%
118 LBRT CALL LIBERTY ENERGY INC Energy 8,300.0 $217K 0.00% $26.19 -26.1%
119 MSFT MICROSOFT CORP Technology 374.0 $140K $373.02 +29.5%
120 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 100.0 $96K $965.00 -11.9%
Page 6 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%