Skip to content
Disclosery

Value Aligned Research Advisors, LLC: BE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on BE, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 5,585,179 BE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,585,179 shares
    Change vs previous 13F +1,000,448 shares

    10.1% of the 13F portfolio, value $1,690,633,683.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,584,731 shares
    Change vs previous 13F +1,108,183 shares

    7.36% of the 13F portfolio, value $621,185,203.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,476,548 shares
    Change vs previous 13F +252,579 shares

    6.19% of the 13F portfolio, value $302,077,256.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 3,223,969 shares
    Change vs previous 13F +1,179,552 shares

    6.29% of the 13F portfolio, value $272,651,058.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,044,417 shares
    Change vs previous 13F +435,230 shares

    2.18% of the 13F portfolio, value $48,902,455.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,609,187 shares
    Change vs previous 13F +328,338 shares

    2.57% of the 13F portfolio, value $31,636,616.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,280,849 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $28,447,656.

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).