Value Aligned Research Advisors portfolio · 2024-12-31
Disclosed long book
$332.3 million
Long positions
27
Calls / puts
20 / 0
Top 5 concentration
52.1%
Longs with AI data
6 / 27
Average AI 1Y
+30.1%
13F filing comparison
Quarter-over-quarter changes
2024-09-30 to 2024-12-31
Newly reported
35
No longer reported
9
Increased
2
Reduced
10
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
NVDA NVIDIA CORPORATION | CALL | 168,100 | $2.1 million |
TSM TAIWAN SEMICONDUCTOR MFG LTD | CALL | 105,800 | $1.6 million |
BROADCOM INC BROADCOM INC | CALL | 46,000 | $1.3 million |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC | CALL | 40,900 | $510,342 |
ALPHABET INC ALPHABET INC | CALL | 56,900 | $509,351 |
VERTIV HOLDINGS CO VERTIV HOLDINGS CO | CALL | 46,500 | $414,367 |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC | CALL | 45,500 | $220,565 |
GE VERNOVA INC GE VERNOVA INC | CALL | 9,900 | $216,420 |
ASTERA LABS INC ASTERA LABS INC | CALL | 8,200 | $190,245 |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP | CALL | 14,400 | $139,800 |
CLS CELESTICA INC | CALL | 9,600 | $124,720 |
RIOT RIOT PLATFORMS INC | CALL | 70,000 | $113,700 |
MSFT MICROSOFT CORP | CALL | 23,100 | $109,601 |
COHERENT CORP COHERENT CORP | CALL | 7,000 | $69,704 |
BLOOM ENERGY CORP BLOOM ENERGY CORP | CALL | 27,100 | $56,927 |
NRG ENERGY INC NRG ENERGY INC | CALL | 10,000 | $50,000 |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. | CALL | 6,000 | $46,020 |
AMAZON COM INC AMAZON COM INC | CALL | 6,000 | $30,900 |
VST VISTRA CORP | CALL | 2,000 | $30,000 |
ARISTA NETWORKS INC ARISTA NETWORKS INC | CALL | 2,700 | $23,823 |
GE VERNOVA INC GE VERNOVA INC | LONG | 99,684 | $32.8 million |
RIOT RIOT PLATFORMS INC | LONG | 2,786,867 | $28.5 million |
BLOOM ENERGY CORP BLOOM ENERGY CORP | LONG | 1,280,849 | $28.4 million |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC | LONG | 297,424 | $25.0 million |
ASTERA LABS INC ASTERA LABS INC | LONG | 145,748 | $19.3 million |
VST VISTRA CORP | LONG | 120,364 | $16.6 million |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. | LONG | 520,478 | $14.4 million |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP | LONG | 53,783 | $12.0 million |
ISHARES TR ISHARES TR | LONG | 71,010 | $7.1 million |
NRG ENERGY INC NRG ENERGY INC | LONG | 72,380 | $6.5 million |
ARISTA NETWORKS INC ARISTA NETWORKS INC | LONG | 46,828 | $5.2 million |
TSS INC DEL TSS INC DEL | LONG | 188,146 | $2.2 million |
OKLO INC OKLO INC | LONG | 56,966 | $1.2 million |
AMAZON COM INC AMAZON COM INC | LONG | 2,638 | $578,751 |
ALPHABET INC ALPHABET INC | LONG | 1,175 | $222,428 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM | LONG | 1,448 | $264,375 |
APPLIED MATLS INC APPLIED MATLS INC · COM | LONG | 241,604 | $48.8 million |
ARISTA NETWORKS INC ARISTA NETWORKS INC · COM | LONG | 98,349 | $37.7 million |
ASML HOLDING N V ASML HOLDING N V · N Y REGISTRY SHS | LONG | 559 | $504,191 |
CAMTEK LTD CAMTEK LTD · NOTE 12/0 | LONG | 8,596 | $686,391 |
KLA CORP KLA CORP · COM NEW | LONG | 9,132 | $7.1 million |
LAM RESEARCH CORP LAM RESEARCH CORP · COM | LONG | 50,614 | $41.3 million |
SEMTECH CORP SEMTECH CORP · COM | LONG | 10,878 | $496,690 |
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC · COM | LONG | 38,886 | $16.2 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS CO VERTIV HOLDINGS CO · COM CL A · 92537N108 | LONG | 420,124 | $47.7 million | 14.4% | REDUCED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 308,464 | $34.1 million | 10.3% | REDUCED | — | 1Y — 5Y — |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | LONG | 99,684 | $32.8 million | 9.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ONTO INNOVATION INC ONTO INNOVATION INC · COM · 683344105 | LONG | 180,351 | $30.1 million | 9.0% | REDUCED | — | 1Y — 5Y — |
RIOT Riot Platforms Inc. | LONG | 2,786,867 | $28.5 million | 8.6% | NEWLY REPORTED | — | 1Y +46.6% 5Y +177.9% · 24 models |
BLOOM ENERGY CORP BLOOM ENERGY CORP · COM CL A · 093712107 | LONG | 1,280,849 | $28.4 million | 8.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 297,424 | $25.0 million | 7.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 145,748 | $19.3 million | 5.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CAMTEK LTD CAMTEK LTD · ORD · M20791105 | LONG | 229,583 | $18.5 million | — | INCREASED | — | 1Y — 5Y — |
VST Vistra | LONG | 120,364 | $16.6 million | 5.0% | NEWLY REPORTED | — | 1Y +29.5% 5Y +146.1% · 23 models |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A · N97284108 | LONG | 520,478 | $14.4 million | 4.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP · COM · 21037T109 | LONG | 53,783 | $12.0 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
COHERENT CORP COHERENT CORP · COM · 19247G107 | LONG | 103,019 | $9.8 million | 2.9% | REDUCED | — | 1Y — 5Y — |
CLS Celestica Inc. | LONG | 82,676 | $7.6 million | 2.3% | INCREASED | — | 1Y +29.3% 5Y +149.8% · 23 models |
FABRINET FABRINET · SHS · G3323L100 | LONG | 33,570 | $7.4 million | 2.2% | REDUCED | — | 1Y — 5Y — |
ISHARES TR ISHARES TR · 0-3 MNTH TREASRY · 46436E718 | LONG | 71,010 | $7.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NRG ENERGY INC NRG ENERGY INC · COM NEW · 629377508 | LONG | 72,380 | $6.5 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS · 040413205 | LONG | 46,828 | $5.2 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TSS INC DEL TSS INC DEL · COM · 87288V101 | LONG | 188,146 | $2.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 12,921 | $1.7 million | 0.5% | REDUCED | — | 1Y +34.1% 5Y +197.4% · 27 models |
OKLO INC OKLO INC · COM CL A · 02156V109 | LONG | 56,966 | $1.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 2,638 | $578,751 | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TSM Taiwan Semiconductor Manufacturing Co. | LONG | 1,370 | $270,561 | 0.1% | REDUCED | — | 1Y +24.3% 5Y +142.0% · 25 models |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 1,137 | $263,602 | 0.1% | REDUCED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL C · 02079K107 | LONG | 1,198 | $228,147 | 0.1% | REDUCED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 1,175 | $222,428 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 382 | $161,013 | 0.0% | REDUCED | — | 1Y +16.6% 5Y +97.8% · 27 models |
NVDA NVIDIA Corporation | CALL | 168,100 | $2.1 million | — | NEWLY REPORTED | — | 1Y +34.1% 5Y +197.4% · 27 models |
TSM Taiwan Semiconductor Manufacturing Co. | CALL | 105,800 | $1.6 million | — | NEWLY REPORTED | — | 1Y +24.3% 5Y +142.0% · 25 models |
BROADCOM INC BROADCOM INC · COM · 11135F101 | CALL | 46,000 | $1.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | CALL | 40,900 | $510,342 | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | CALL | 56,900 | $509,351 | — | NEWLY REPORTED | — | 1Y — 5Y — |
VERTIV HOLDINGS CO VERTIV HOLDINGS CO · COM CL A · 92537N108 | CALL | 46,500 | $414,367 | — | NEWLY REPORTED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | CALL | 45,500 | $220,565 | — | NEWLY REPORTED | — | 1Y — 5Y — |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | CALL | 9,900 | $216,420 | — | NEWLY REPORTED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | CALL | 8,200 | $190,245 | — | NEWLY REPORTED | — | 1Y — 5Y — |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP · COM · 21037T109 | CALL | 14,400 | $139,800 | — | NEWLY REPORTED | — | 1Y — 5Y — |
CLS Celestica Inc. | CALL | 9,600 | $124,720 | — | NEWLY REPORTED | — | 1Y +29.3% 5Y +149.8% · 23 models |
RIOT Riot Platforms Inc. | CALL | 70,000 | $113,700 | — | NEWLY REPORTED | — | 1Y +46.6% 5Y +177.9% · 24 models |
MSFT Microsoft Corporation | CALL | 23,100 | $109,601 | — | NEWLY REPORTED | — | 1Y +16.6% 5Y +97.8% · 27 models |
COHERENT CORP COHERENT CORP · COM · 19247G107 | CALL | 7,000 | $69,704 | — | NEWLY REPORTED | — | 1Y — 5Y — |
BLOOM ENERGY CORP BLOOM ENERGY CORP · COM CL A · 093712107 | CALL | 27,100 | $56,927 | — | NEWLY REPORTED | — | 1Y — 5Y — |
NRG ENERGY INC NRG ENERGY INC · COM NEW · 629377508 | CALL | 10,000 | $50,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A · N97284108 | CALL | 6,000 | $46,020 | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | CALL | 6,000 | $30,900 | — | NEWLY REPORTED | — | 1Y — 5Y — |
VST Vistra | CALL | 2,000 | $30,000 | — | NEWLY REPORTED | — | 1Y +29.5% 5Y +146.1% · 23 models |
ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS · 040413205 | CALL | 2,700 | $23,823 | — | NEWLY REPORTED | — | 1Y — 5Y — |