Holdings
Value Aligned Research Advisors, LLC
As of Jun 30, 2026, Value Aligned Research Advisors, LLC reported 54 positions worth US$13.9B. Largest: Bloom Energy Corporation, Coreweave, Inc. and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bloom Energy Corporation | 5.59M | US$1.69B | +1M | Jun 30, 2026 |
| Coreweave, Inc. | 10.9M | US$1.08B | +2.61M | Jun 30, 2026 |
| Intel Corporation | 6.35M | US$886M | +5.84M | Jun 30, 2026 |
| Micron Technology, Inc. | 733K | US$846M | +514K | Jun 30, 2026 |
| Sandisk Corporation | 312K | US$709M | +207K | Jun 30, 2026 |
| Western Digital Corporation | 988K | US$631M | −307K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 735K | US$630M | −323K | Jun 30, 2026 |
| Celestica Inc. | 1.58M | US$575M | +84,908 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 244K | US$483M | +29,970 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 1.44M | US$481M | −502K | Jun 30, 2026 |