Value Aligned Research Advisors, LLC
Value Aligned Research Advisors, LLC is a registered investment advisory firm headquartered in Princeton, New Jersey, United States. It was founded in 2011 and as of 2025 has 6 employees, the majority of whom are in investment roles. The firm manages assets for charitable organizations and high net worth individuals, specializing in portfolio management and investment advisory services. It is regulated by the SEC and holds a CRD number of 319135.
Investment Strategy
Value Aligned Research Advisors, LLC focuses on long-term value investing, selecting securities primarily in technology and energy sectors with strong fundamentals and growth prospects. Their investment philosophy emphasizes rigorous research, fundamental analysis, and alignment with client values and objectives. The firm manages discretionary portfolios, concentrating on high-conviction holdings while serving institutional and high net worth clients. Its top holdings typically include industry leaders in semiconductor, energy, and information technology, reflecting a strategic tilt towards innovation and stability.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VST | VISTRA CORP | 5.60% | $265.2M | 1,368,338 | $119.10 | $193.81 | +$91.1M |
M MU | MICRON TECHNOLOGY INC | 4.91% | $232.7M | 1,887,678 | $93.83 | $123.25 | +$101.9M |
C CEG | CONSTELLATION ENERGY CORP | 4.87% | $230.7M | 714,763 | $216.90 | $322.76 | +$102.8M |
V VRT | VERTIV HOLDINGS CO | 4.76% | $225.2M | 1,753,721 | $70.60 | $128.41 | +$100.8M |
G GEV | GE VERNOVA INC | 4.30% | $203.5M | 384,669 | $310.05 | $529.15 | +$52.5M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Bought | Call | $337.3M | 21,348 | $157.99 | $155.25 | +19,291 | +$315.0M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | Bought | Call | $302.0M | 13,335 | $226.49 | $223.68 | +12,164 | +$282.6M |
I INTC | INTEL CORP | New | Call | $252.6M | 112,767 | $22.40 | $22.40 | +112,767 | +$252.6M |
G GOOGL | ALPHABET INC | Bought | Call | $243.9M | 13,841 | $176.23 | $176.05 | +12,811 | +$228.0M |
A AVGO | BROADCOM INC | Bought | Call | $206.4M | 7,486 | $275.65 | $268.64 | +6,727 | +$193.6M |