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Disclosery

13F-HR filed by Value Aligned Research Advisors, LLC

Value Aligned Research Advisors, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 61 holding rows worth $1,372,149,070.

Accession
0001085146-25-003278
Filer
CIK 1963565
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 61 entries on the cover page, a total value of $1,372,149,070 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,372,149,070 with VALUE read as dollars as filed, 13F file number 028-22768. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VISTRA CORP COM92840M102Stock1,482,091$174,056,767dollars as filed
GE Vernova Inc.36828A101COM494,624$150,998,815dollars as filed
Micron Technology,Inc.595112103COM1,505,060$130,774,663dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock634,487$127,931,614dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,722,237$124,345,511dollars as filed
ASTERA LABS INC COM04626A103COM1,333,198$79,551,925dollars as filed
NRG ENERGY INC COM NEW629377508Stock745,694$71,183,949dollars as filed
TALEN ENERGY CORP COM87422Q109Stock350,793$70,042,838dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A1,879,815$39,682,895dollars as filed
CELESTICA INC COM15101Q207Stock496,453$39,125,461dollars as filed
RIOT PLATFORMS INC767292105COM5,012,983$35,692,439dollars as filed
COHERENT CORP COM19247G107Stock524,984$34,092,461dollars as filed
BLOOM ENERGY CORP093712107COM1,609,187$31,636,616dollars as filed
ONTO INNOVATION INC COM683344105Stock223,840$27,160,746dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock668,067$26,829,571dollars as filed
FABRINET SHSG3323L100Stock114,443$22,603,637dollars as filed
NVIDIA Corp67066G104COM205,700$22,293,766dollars as filedcall
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS117,100$19,438,600dollars as filedcall
Alphabet Inc. Reg. Shares A02079K305COM103,000$15,927,920dollars as filedcall
CAMTEK LTD ORDM20791105Stock235,238$13,792,004dollars as filed
Broadcom Inc.11135F101COM75,900$12,707,937dollars as filedcall
Micron Technology,Inc.595112103COM109,900$9,549,211dollars as filedcall
MARVELL TECHNOLOGY INC573874104COM137,617$8,473,079dollars as filed
Applied Materials,Inc.038222105COM57,188$8,299,123dollars as filed
VISTRA CORP COM92840M102Stock70,000$8,220,800dollars as filedcall
CONSTELLATION ENERGY CORP COM21037T109Stock37,800$7,621,614dollars as filedcall
Amazon.com, Inc023135106COM38,100$7,248,906dollars as filedcall
VERTIV HOLDINGS CO COM CL A92537N108Stock85,700$6,187,540dollars as filedcall
Microsoft Corp594918104COM16,100$6,043,779dollars as filedcall
Oracle Corporation68389X105COM39,100$5,466,571dollars as filedcall
GE Vernova Inc.36828A101COM15,900$4,853,952dollars as filedcall
AAON INC000360206COM PAR $0.00438,462$3,005,036dollars as filed
NVIDIA Corp67066G104COM24,566$2,662,463dollars as filed
ASTERA LABS INC COM04626A103COM38,500$2,297,295dollars as filedcall
MARVELL TECHNOLOGY INC573874104COM33,600$2,068,752dollars as filedcall
TSS INC87288V101COMMON STOCK252,128$1,979,205dollars as filed
COHERENT CORP COM19247G107Stock25,500$1,655,970dollars as filedcall
Lam Research Corporation512807306COM21,514$1,564,068dollars as filed
NRG ENERGY INC COM NEW629377508Stock15,200$1,450,992dollars as filedcall
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,949$1,319,534dollars as filed
Lam Research Corporation512807306COM16,200$1,177,740dollars as filedcall
RIOT PLATFORMS INC767292105COM139,900$996,088dollars as filedcall
Broadcom Inc.11135F101COM5,949$996,041dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock22,000$883,520dollars as filedcall
Amazon.com, Inc023135106COM4,563$868,156dollars as filed
Applied Materials,Inc.038222105COM5,700$827,184dollars as filedcall
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,200$795,156dollars as filedcall
NEBIUS GROUP N.V.N97284108SHS CLASS A37,000$781,070dollars as filedcall
TALEN ENERGY CORP COM87422Q109Stock3,500$698,845dollars as filedcall
KLA CORP482480100COM1,007$684,559dollars as filed
BLOOM ENERGY CORP093712107COM33,900$666,474dollars as filedcall
CELESTICA INC COM15101Q207Stock8,000$630,480dollars as filedcall
Alphabet Inc. Reg. Shares A02079K305COM3,847$594,900dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,160$493,687dollars as filed
Advanced Micro Devices,Inc.007903107COM3,100$318,494dollars as filedcall
Oracle Corporation68389X105COM1,555$217,405dollars as filed
EQT CORP COM26884L109Stock4,000$213,720dollars as filedcall
KLA CORP482480100COM300$203,940dollars as filedcall
EQT CORP COM26884L109Stock2,850$152,276dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK100$66,263dollars as filed
Microsoft Corp594918104COM120$45,047dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-003278this filing2025-05-15acceptance time not in the bulk data set