You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Value Aligned Research Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions and 36 options positions with a total 13F market value of $5B. The fund increased holdings in Celestica Inc., Constellation Energy Corp., Micron Technology Inc. among other positions. Value Aligned Research Advisors, LLC reduced exposure to Onto Innovation Inc., Credo Technology Group Holdi, NRG Energy Inc. among others.
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 (36)
| 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 |
| 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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more