Value Aligned Research Advisors portfolio · 2025-03-31
Disclosed long book
$1.22 billion
Long positions
33
Calls / puts
28 / 0
Top 5 concentration
58.2%
Longs with AI data
16 / 33
Average AI 1Y
+26.6%
13F filing comparison
Quarter-over-quarter changes
2024-12-31 to 2025-03-31
Newly reported
18
No longer reported
4
Increased
38
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ORACLE CORP ORACLE CORP | CALL | 39,100 | $5.5 million |
LAM RESEARCH CORP LAM RESEARCH CORP | CALL | 16,200 | $1.2 million |
CRDO CREDO TECHNOLOGY GROUP HOLDI | CALL | 22,000 | $883,520 |
APPLIED MATLS INC APPLIED MATLS INC | CALL | 5,700 | $827,184 |
ASML ASML HLDG NV | CALL | 1,200 | $795,156 |
TALEN ENERGY CORP TALEN ENERGY CORP | CALL | 3,500 | $698,845 |
AMD ADVANCED MICRO DEVICES INC | CALL | 3,100 | $318,494 |
EQT EQT CORP | CALL | 4,000 | $213,720 |
KLA CORP KLA CORP | CALL | 300 | $203,940 |
TALEN ENERGY CORP TALEN ENERGY CORP | LONG | 350,793 | $70.0 million |
CRDO CREDO TECHNOLOGY GROUP HOLDI | LONG | 668,067 | $26.8 million |
APPLIED MATLS INC APPLIED MATLS INC | LONG | 57,188 | $8.3 million |
AAON INC AAON INC | LONG | 38,462 | $3.0 million |
LAM RESEARCH CORP LAM RESEARCH CORP | LONG | 21,514 | $1.6 million |
KLA CORP KLA CORP | LONG | 1,007 | $684,559 |
ORACLE CORP ORACLE CORP | LONG | 1,555 | $217,405 |
EQT EQT CORP | LONG | 2,850 | $152,276 |
ASML ASML HLDG NV | LONG | 100 | $66,263 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS | LONG | 46,828 | $5.2 million |
ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS | CALL | 2,700 | $23,823 |
ISHARES TR ISHARES TR · 0-3 MNTH TREASRY | LONG | 71,010 | $7.1 million |
OKLO INC OKLO INC · COM CL A | LONG | 56,966 | $1.2 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 |
|---|---|---|---|---|---|---|---|
VST Vistra | LONG | 1,482,091 | $174.1 million | 14.3% | INCREASED | — | 1Y +26.8% 5Y +135.3% · 29 models |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | LONG | 494,624 | $151.0 million | 12.4% | INCREASED | — | 1Y — 5Y — |
MU Micron Technology Inc. | LONG | 1,505,060 | $130.8 million | 10.7% | INCREASED | — | 1Y +30.4% 5Y +145.3% · 31 models |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP · COM · 21037T109 | LONG | 634,487 | $127.9 million | 10.5% | INCREASED | — | 1Y — 5Y — |
VERTIV HOLDINGS CO VERTIV HOLDINGS CO · COM CL A · 92537N108 | LONG | 1,722,237 | $124.3 million | 10.2% | INCREASED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 1,333,198 | $79.6 million | 6.5% | INCREASED | — | 1Y — 5Y — |
NRG ENERGY INC NRG ENERGY INC · COM NEW · 629377508 | LONG | 745,694 | $71.2 million | 5.8% | INCREASED | — | 1Y — 5Y — |
TALEN ENERGY CORP TALEN ENERGY CORP · COM · 87422Q109 | LONG | 350,793 | $70.0 million | 5.8% | NEWLY REPORTED | — | 1Y — 5Y — |
NBIS Nebius Group N.V. | LONG | 1,879,815 | $39.7 million | 3.3% | INCREASED | — | 1Y +38.4% 5Y +197.5% · 30 models |
CLS Celestica Inc. | LONG | 496,453 | $39.1 million | 3.2% | INCREASED | — | 1Y +27.6% 5Y +142.0% · 30 models |
RIOT Riot Platforms Inc. | LONG | 5,012,983 | $35.7 million | 2.9% | INCREASED | — | 1Y +41.2% 5Y +161.6% · 31 models |
COHR Coherent Corp. | LONG | 524,984 | $34.1 million | 2.8% | INCREASED | — | 1Y +27.6% 5Y +141.0% · 31 models |
BE Bloom Energy Corporation | LONG | 1,609,187 | $31.6 million | 2.6% | INCREASED | — | 1Y +21.3% 5Y +116.3% · 26 models |
ONTO INNOVATION INC ONTO INNOVATION INC · COM · 683344105 | LONG | 223,840 | $27.2 million | 2.2% | INCREASED | — | 1Y — 5Y — |
CRDO Credo Technology Group Holding Ltd. | LONG | 668,067 | $26.8 million | 2.2% | NEWLY REPORTED | — | 1Y +35.7% 5Y +192.8% · 30 models |
FABRINET FABRINET · SHS · G3323L100 | LONG | 114,443 | $22.6 million | 1.9% | INCREASED | — | 1Y — 5Y — |
CAMTEK LTD CAMTEK LTD · ORD · M20791105 | LONG | 235,238 | $13.8 million | — | INCREASED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 137,617 | $8.5 million | 0.7% | REDUCED | — | 1Y — 5Y — |
APPLIED MATLS INC APPLIED MATLS INC · COM · 038222105 | LONG | 57,188 | $8.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AAON INC AAON INC · COM PAR $0.004 · 000360206 | LONG | 38,462 | $3.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 24,566 | $2.7 million | 0.2% | INCREASED | — | 1Y +32.4% 5Y +188.0% · 33 models |
TSS INC DEL TSS INC DEL · COM · 87288V101 | LONG | 252,128 | $2.0 million | 0.2% | INCREASED | — | 1Y — 5Y — |
LAM RESEARCH CORP LAM RESEARCH CORP · COM NEW · 512807306 | LONG | 21,514 | $1.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TSM Taiwan Semiconductor Manufacturing Co. | LONG | 7,949 | $1.3 million | 0.1% | INCREASED | — | 1Y +24.1% 5Y +140.8% · 31 models |
AVGO Broadcom Inc. | LONG | 5,949 | $996,041 | 0.1% | INCREASED | — | 1Y +23.7% 5Y +145.8% · 32 models |
AMZN Amazon.com Inc. | LONG | 4,563 | $868,156 | 0.1% | INCREASED | — | 1Y +21.3% 5Y +126.1% · 32 models |
KLA CORP KLA CORP · COM NEW · 482480100 | LONG | 1,007 | $684,559 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGL Alphabet Inc. | LONG | 3,847 | $594,900 | 0.0% | INCREASED | — | 1Y +18.6% 5Y +102.1% · 32 models |
GOOG Alphabet Inc. (Class C) | LONG | 3,160 | $493,687 | 0.0% | INCREASED | — | 1Y — 5Y — |
ORACLE CORP ORACLE CORP · COM · 68389X105 | LONG | 1,555 | $217,405 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
EQT EQT Corporation | LONG | 2,850 | $152,276 | 0.0% | NEWLY REPORTED | — | 1Y +19.3% 5Y +92.5% · 28 models |
ASML ASML Holding N.V. | LONG | 100 | $66,263 | 0.0% | NEWLY REPORTED | — | 1Y +21.0% 5Y +127.2% · 32 models |
MSFT Microsoft Corporation | LONG | 120 | $45,047 | 0.0% | REDUCED | — | 1Y +16.3% 5Y +98.3% · 32 models |
NVDA NVIDIA Corporation | CALL | 205,700 | $22.3 million | — | INCREASED | — | 1Y +32.4% 5Y +188.0% · 33 models |
TSM Taiwan Semiconductor Manufacturing Co. | CALL | 117,100 | $19.4 million | — | INCREASED | — | 1Y +24.1% 5Y +140.8% · 31 models |
GOOGL Alphabet Inc. | CALL | 103,000 | $15.9 million | — | INCREASED | — | 1Y +18.6% 5Y +102.1% · 32 models |
AVGO Broadcom Inc. | CALL | 75,900 | $12.7 million | — | INCREASED | — | 1Y +23.7% 5Y +145.8% · 32 models |
MU Micron Technology Inc. | CALL | 109,900 | $9.5 million | — | INCREASED | — | 1Y +30.4% 5Y +145.3% · 31 models |
VST Vistra | CALL | 70,000 | $8.2 million | — | INCREASED | — | 1Y +26.8% 5Y +135.3% · 29 models |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP · COM · 21037T109 | CALL | 37,800 | $7.6 million | — | INCREASED | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | CALL | 38,100 | $7.2 million | — | INCREASED | — | 1Y +21.3% 5Y +126.1% · 32 models |
VERTIV HOLDINGS CO VERTIV HOLDINGS CO · COM CL A · 92537N108 | CALL | 85,700 | $6.2 million | — | INCREASED | — | 1Y — 5Y — |
MSFT Microsoft Corporation | CALL | 16,100 | $6.0 million | — | REDUCED | — | 1Y +16.3% 5Y +98.3% · 32 models |
ORACLE CORP ORACLE CORP · COM · 68389X105 | CALL | 39,100 | $5.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | CALL | 15,900 | $4.9 million | — | INCREASED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | CALL | 38,500 | $2.3 million | — | INCREASED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | CALL | 33,600 | $2.1 million | — | REDUCED | — | 1Y — 5Y — |
COHR Coherent Corp. | CALL | 25,500 | $1.7 million | — | INCREASED | — | 1Y +27.6% 5Y +141.0% · 31 models |
NRG ENERGY INC NRG ENERGY INC · COM NEW · 629377508 | CALL | 15,200 | $1.5 million | — | INCREASED | — | 1Y — 5Y — |
LAM RESEARCH CORP LAM RESEARCH CORP · COM NEW · 512807306 | CALL | 16,200 | $1.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
RIOT Riot Platforms Inc. | CALL | 139,900 | $996,088 | — | INCREASED | — | 1Y +41.2% 5Y +161.6% · 31 models |
CRDO Credo Technology Group Holding Ltd. | CALL | 22,000 | $883,520 | — | NEWLY REPORTED | — | 1Y +35.7% 5Y +192.8% · 30 models |
APPLIED MATLS INC APPLIED MATLS INC · COM · 038222105 | CALL | 5,700 | $827,184 | — | NEWLY REPORTED | — | 1Y — 5Y — |
ASML ASML Holding N.V. | CALL | 1,200 | $795,156 | — | NEWLY REPORTED | — | 1Y +21.0% 5Y +127.2% · 32 models |
NBIS Nebius Group N.V. | CALL | 37,000 | $781,070 | — | INCREASED | — | 1Y +38.4% 5Y +197.5% · 30 models |
TALEN ENERGY CORP TALEN ENERGY CORP · COM · 87422Q109 | CALL | 3,500 | $698,845 | — | NEWLY REPORTED | — | 1Y — 5Y — |
BE Bloom Energy Corporation | CALL | 33,900 | $666,474 | — | INCREASED | — | 1Y +21.3% 5Y +116.3% · 26 models |
CLS Celestica Inc. | CALL | 8,000 | $630,480 | — | REDUCED | — | 1Y +27.6% 5Y +142.0% · 30 models |
AMD Advanced Micro Devices Inc. | CALL | 3,100 | $318,494 | — | NEWLY REPORTED | — | 1Y +25.6% 5Y +148.8% · 32 models |
EQT EQT Corporation | CALL | 4,000 | $213,720 | — | NEWLY REPORTED | — | 1Y +19.3% 5Y +92.5% · 28 models |
KLA CORP KLA CORP · COM NEW · 482480100 | CALL | 300 | $203,940 | — | NEWLY REPORTED | — | 1Y — 5Y — |