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Value Aligned Research Advisors, LLC: NBIS position timeline

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

Value Aligned Research Advisors, LLC held 6,104,121 NBIS 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 6,104,121 shares
    Change vs previous 13F +290,671 shares

    10.08% of the 13F portfolio, value $1,685,775,097.

    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 5,813,450 shares
    Change vs previous 13F +2,507,674 shares

    7.14% of the 13F portfolio, value $603,203,572.

    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 3,305,776 shares
    Change vs previous 13F +1,296,326 shares

    5.67% of the 13F portfolio, value $276,709,980.

    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 2,009,450 shares
    Change vs previous 13F -218,674 shares

    5.21% of the 13F portfolio, value $225,600,952.

    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 2,228,124 shares
    Change vs previous 13F +348,309 shares

    5.51% of the 13F portfolio, value $123,282,101.

    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 1,879,815 shares
    Change vs previous 13F +1,359,337 shares

    3.22% of the 13F portfolio, value $39,682,895.

    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 520,478 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $14,417,241.

    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).