Arkolith/Funds/Value Aligned Research Advisors, LLC

Value Aligned Research Advisors, LLC

CIK 1963565Asset manager
Holdings as of Mar 31, 2026·disclosed May 18, 2026·~48-day 13F lag·13F-HR
Active Filer

Value Aligned Research Advisors, LLC holds a focused book of 53 stocks worth $8.4B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Western Digital Corp and trimmed Lumentum Holdings Inc. Their largest long position is Lumentum Holdings Inc at 9% of the equity book. They also disclosed $1.0B in put options (a bearish bet) and $11.3B in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2023 would be +97% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Value Aligned Research Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
21
existing
Trimmed
10
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+97.3%
+21.7%/yr · since Jan '23
Their reported book
+241.2%
held from quarter-end
S&P 500
+95.5%
same window
$9K$13K$18K$22K$27KJan '23Oct '23Jun '24Feb '25Nov '25Jul '26
Value Aligned Research Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +241.2%, a 143.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Value Aligned Research Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
57%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
61%
Industrials
13%
Financials
9%
Communication Services
9%
Energy
4%
Materials
3%
Utilities
1%
ETF / fund or unclassified
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Lumentum Hldgs Inc
COM
$743.0M1.06M
8.8%
−9.8%
Reduced · −115K sh
2Coreweave Inc
COM CL A
$641.5M8.28M
7.6%
+37%
Added · +2.3M sh
3Bloom Energy Corp
COM CL A
$621.2M4.58M
7.4%
+32%
Added · +1.1M sh
4Nebius Group N.V.
SHS CLASS A
$603.2M5.81M
7.1%
+76%
Added · +2.5M sh
5Vertiv Holdings Co
COM CL A
$486.1M1.94M
5.8%
−11%
Reduced · −234K sh
6Celestica Inc
COM
$420.1M1.49M
5.0%
+30%
Added · +342K sh
7Seagate Technology HLDNGS PL
ORD SHS
$358.3M914.7K
4.2%
+624%
Added · +788K sh
8Western Digital Corp
COM
$350.4M1.30M
4.2%
New
New position
9Coherent Corp
COM
$306.1M1.29M
3.6%
−3.7%
Reduced · −50K sh
10Comfort Sys USA Inc
COM
$294.6M213.6K
3.5%
+45%
Added · +67K sh
11Eqt Corp
COM
$266.5M4.19M
3.2%
+44%
Added · +1.3M sh
12Ftai Aviation Ltd
SHS
$262.4M1.07M
3.1%
New
New position
13Freeport McMoran Inc
CL B
$259.9M4.42M
3.1%
New
New position
14Applied Matls Inc
COM
$250.1M731.7K
3.0%
+36%
Added · +193K sh
15Lam Research Corp
COM NEW
$235.1M1.10M
2.8%
+56%
Added · +394K sh
16Kla Corp
COM NEW
$211.1M143.4K
2.5%
+182%
Added · +93K sh
17Emcor Group Inc
COM
$165.0M223.5K
2.0%
+101%
Added · +112K sh
18Iren Limited
ORDINARY SHARES
$163.4M4.77M
1.9%
+36%
Added · +1.3M sh
19Applied Digital Corp
COM NEW
$158.3M6.67M
1.9%
+18%
Added · +1.0M sh
20Nvidia Corporation
COM
$148.9M853.7K
1.8%
+778%
Added · +756K sh
21Cipher Digital Inc
COM
$141.6M11.00M
1.7%
+48%
Added · +3.6M sh
22Hut 8 Corp
COM
$135.2M2.88M
1.6%
+3.4%
Added · +94K sh
23Core Scientific Inc New
COM
$115.5M7.72M
1.4%
−4.6%
Reduced · −371K sh
24Terawulf Inc
COM
$113.2M7.85M
1.3%
New
New position
25Applied Optoelectronics Inc
COM
$107.3M1.27M
1.3%
New
New position
26ASML Hldg NV
N Y REGISTRY SHS
$93.2M70.5K
1.1%
348×
Added · +70K sh
27Micron Technology Inc
COM
$73.9M218.8K
0.9%
Held
28Snowflake Inc
COM SHS
$72.6M481.3K
0.9%
+54%
Added · +169K sh
29Sandisk Corp
COM
$66.8M105.2K
0.8%
New
New position
30Riot Platforms Inc
COM
$64.0M5.18M
0.8%
−46%
Reduced · −4.4M sh
31Astera Labs Inc
COM
$62.3M568.3K
0.7%
Held
32Solaris Energy Infras Inc
COM CL A
$50.7M897.0K
0.6%
−8.1%
Reduced · −79K sh
33Tower Semiconductor Ltd
SHS NEW
$47.5M270.4K
0.6%
New
New position
34Ge Vernova Inc
COM
$38.8M44.4K
0.5%
−84%
Reduced · −227K sh
35Acm Resh Inc
COM CL A
$37.6M955.9K
0.4%
New
New position
36Sterling Infrastructure Inc
COM
$36.4M89.5K
0.4%
New
New position
37Liberty Energy Inc
COM CL A
$36.4M1.26M
0.4%
New
New position
38Bitdeer Technologies Group
CL A ORD SHS
$35.0M4.05M
0.4%
+24%
Added · +779K sh
39Transalta Corp
COM
$34.1M2.60M
0.4%
New
New position
40Talen Energy Corp
COM
$22.3M69.7K
0.3%
−56%
Reduced · −88K sh
41Intel Corp
COM
$22.2M503.7K
0.3%
New
New position
42Legence Corp
CL A
$17.4M308.1K
0.2%
+22%
Added · +56K sh
43Oracle Corp
COM
$16.9M115.1K
0.2%
−19%
Reduced · −26K sh
44Bitfarms Ltd
COM
$15.2M7.82M
0.2%
New
New position
45Broadcom Inc
COM
$15.1M48.9K
0.2%
−78%
Reduced · −171K sh
46BKV Corp
COM
$9.2M323.1K
0.1%
+68%
Added · +131K sh
47TSS Inc Del
COM
$6.0M460.5K
0.1%
Held
48Hallador Energy Company
COM
$5.2M320.8K
0.1%
Held
49Alphabet Inc
CAP STK CL A
$3.3M11.5K
0.0%
Held
50Alphabet Inc
CAP STK CL C
$1.4M4.8K
0.0%
Held
Showing 50 of 53 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.0B
Call notional (bullish)$11.3B
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishNVIDIA CORPNVDA$3.0B17.4M
CALL · bullishALPHABET INC-CL AGOOGL$2.3B8.0M
CALL · bullishAMAZON.COM INCAMZN$2.1B9.9M
CALL · bullishTAIWAN SEMICONDUCTOR-SP ADRTSM$930.3M2.8M
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$635.8M1.9M
CALL · bullishINTEL CORPINTC$558.4M12.7M
CALL · bullishORACLE CORPORCL$334.6M2.3M
CALL · bullishBROADCOM INCAVGO$283.8M917K
CALL · bullishASML HOLDING NV-NY REG SHSASML$275.7M209K
CALL · bullishMICRON TECHNOLOGY INCMU$242.8M719K
PUT · bearishNVIDIA CORPNVDA$174.6M1.0M
CALL · bullishMICROSOFT CORPMSFT$167.8M453K
CALL · bullishADVANCED MICRO DEVICESAMD$155.2M763K
CALL · bullishVERTIV HOLDINGS CO-AVRT$124.5M497K
CALL · bullishCOREWEAVE INC-CL ACRWV$116.5M1.5M
CALL · bullishFREEPORT-MCMORAN INCFCX$102.4M1.7M
PUT · bearishBROADCOM INCAVGO$89.8M290K
CALL · bullishZOOM COMMUNICATIONS INCZM$88.6M1.1M
CALL · bullishEQT CORPEQT$83.3M1.3M
CALL · bullishAPPLIED MATERIALS INCAMAT$51.8M152K
CALL · bullishNEBIUS GROUP NVNBIS$44.4M428K
CALL · bullishLAM RESEARCH CORPLRCX$44.1M207K
CALL · bullishSANDISK CORPSNDK$35.6M56K
CALL · bullishGE VERNOVA INCGEV$31.1M36K
CALL · bullishKLA CORPKLAC$26.9M18K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 54 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 18, 2026107$20.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202686$9.9B13F-HR
Q3 2025Sep 30, 2025Dec 3, 202581$8.2B13F-HR/A
Q2 2025Jun 30, 2025Aug 14, 202572$4.7B13F-HR
Q1 2025Mar 31, 2025May 15, 202561$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 18, 202547$365.8M13F-HR/A
Q3 2024Sep 30, 2024Nov 8, 202421$384.9M13F-HR
Q2 2024Jun 30, 2024Aug 9, 202431$456.6M13F-HR
Q1 2024Mar 31, 2024Apr 26, 202419$507.0M13F-HR
Q4 2023Dec 31, 2023Jan 19, 202419$395.7M13F-HR
Q3 2023Sep 30, 2023Nov 8, 202319$317.4M13F-HR
Q2 2023Jun 30, 2023Aug 3, 202316$319.7M13F-HR
Q1 2023Mar 31, 2023Apr 24, 202319$282.5M13F-HR
Q4 2022Dec 31, 2022Jan 30, 202324$220.6M13F-HR
Amended / restated
  • Q3 2025 · filed Nov 14, 202513F-HR · superseded
  • Q4 2024 · filed Feb 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.