Value Aligned Research Advisors, LLC holds a focused book of 53 stocks worth $8.4B as of Q1 2026 (disclosed May 18, 2026, a ~48-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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Value Aligned Research Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 57 / 53 | $1.3T |
| JPMORGAN CHASE & CO | 57 / 53 | $287.8B |
| MORGAN STANLEY | 57 / 53 | $275.4B |
| BANK OF AMERICA CORP /DE/ | 57 / 53 | $158.9B |
| GOLDMAN SACHS GROUP INC | 57 / 53 | $139.6B |
| Legal & General Group Plc | 57 / 53 | $107.6B |
| UBS Group AG | 57 / 53 | $77.9B |
| ROYAL BANK OF CANADA | 57 / 53 | $76.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Value Aligned Research Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc COM | $743.0M | 1.06M | 8.8% | ▼−9.8% Reduced · −115K sh | |
| 2 | Coreweave Inc COM CL A | $641.5M | 8.28M | 7.6% | ▲+37% Added · +2.3M sh | |
| 3 | Bloom Energy Corp COM CL A | $621.2M | 4.58M | 7.4% | ▲+32% Added · +1.1M sh | |
| 4 | Nebius Group N.V. SHS CLASS A | $603.2M | 5.81M | 7.1% | ▲+76% Added · +2.5M sh | |
| 5 | Vertiv Holdings Co COM CL A | $486.1M | 1.94M | 5.8% | ▼−11% Reduced · −234K sh | |
| 6 | Celestica Inc COM | $420.1M | 1.49M | 5.0% | ▲+30% Added · +342K sh | |
| 7 | Seagate Technology HLDNGS PL ORD SHS | $358.3M | 914.7K | 4.2% | ▲+624% Added · +788K sh | |
| 8 | Western Digital Corp COM | $350.4M | 1.30M | 4.2% | ▲New New position | |
| 9 | Coherent Corp COM | $306.1M | 1.29M | 3.6% | ▼−3.7% Reduced · −50K sh | |
| 10 | Comfort Sys USA Inc COM | $294.6M | 213.6K | 3.5% | ▲+45% Added · +67K sh | |
| 11 | Eqt Corp COM | $266.5M | 4.19M | 3.2% | ▲+44% Added · +1.3M sh | |
| 12 | Ftai Aviation Ltd SHS | $262.4M | 1.07M | 3.1% | ▲New New position | |
| 13 | Freeport McMoran Inc CL B | $259.9M | 4.42M | 3.1% | ▲New New position | |
| 14 | Applied Matls Inc COM | $250.1M | 731.7K | 3.0% | ▲+36% Added · +193K sh | |
| 15 | Lam Research Corp COM NEW | $235.1M | 1.10M | 2.8% | ▲+56% Added · +394K sh | |
| 16 | Kla Corp COM NEW | $211.1M | 143.4K | 2.5% | ▲+182% Added · +93K sh | |
| 17 | Emcor Group Inc COM | $165.0M | 223.5K | 2.0% | ▲+101% Added · +112K sh | |
| 18 | Iren Limited ORDINARY SHARES | $163.4M | 4.77M | 1.9% | ▲+36% Added · +1.3M sh | |
| 19 | Applied Digital Corp COM NEW | $158.3M | 6.67M | 1.9% | ▲+18% Added · +1.0M sh | |
| 20 | Nvidia Corporation COM | $148.9M | 853.7K | 1.8% | ▲+778% Added · +756K sh | |
| 21 | Cipher Digital Inc COM | $141.6M | 11.00M | 1.7% | ▲+48% Added · +3.6M sh | |
| 22 | Hut 8 Corp COM | $135.2M | 2.88M | 1.6% | ▲+3.4% Added · +94K sh | |
| 23 | Core Scientific Inc New COM | $115.5M | 7.72M | 1.4% | ▼−4.6% Reduced · −371K sh | |
| 24 | Terawulf Inc COM | $113.2M | 7.85M | 1.3% | ▲New New position | |
| 25 | Applied Optoelectronics Inc COM | $107.3M | 1.27M | 1.3% | ▲New New position | |
| 26 | ASML Hldg NV N Y REGISTRY SHS | $93.2M | 70.5K | 1.1% | ▲348× Added · +70K sh | |
| 27 | Micron Technology Inc COM | $73.9M | 218.8K | 0.9% | —Held | |
| 28 | Snowflake Inc COM SHS | $72.6M | 481.3K | 0.9% | ▲+54% Added · +169K sh | |
| 29 | Sandisk Corp COM | $66.8M | 105.2K | 0.8% | ▲New New position | |
| 30 | Riot Platforms Inc COM | $64.0M | 5.18M | 0.8% | ▼−46% Reduced · −4.4M sh | |
| 31 | Astera Labs Inc COM | $62.3M | 568.3K | 0.7% | —Held | |
| 32 | Solaris Energy Infras Inc COM CL A | $50.7M | 897.0K | 0.6% | ▼−8.1% Reduced · −79K sh | |
| 33 | Tower Semiconductor Ltd SHS NEW | $47.5M | 270.4K | 0.6% | ▲New New position | |
| 34 | Ge Vernova Inc COM | $38.8M | 44.4K | 0.5% | ▼−84% Reduced · −227K sh | |
| 35 | Acm Resh Inc COM CL A | $37.6M | 955.9K | 0.4% | ▲New New position | |
| 36 | Sterling Infrastructure Inc COM | $36.4M | 89.5K | 0.4% | ▲New New position | |
| 37 | Liberty Energy Inc COM CL A | $36.4M | 1.26M | 0.4% | ▲New New position | |
| 38 | Bitdeer Technologies Group CL A ORD SHS | $35.0M | 4.05M | 0.4% | ▲+24% Added · +779K sh | |
| 39 | Transalta Corp COM | $34.1M | 2.60M | 0.4% | ▲New New position | |
| 40 | Talen Energy Corp COM | $22.3M | 69.7K | 0.3% | ▼−56% Reduced · −88K sh | |
| 41 | Intel Corp COM | $22.2M | 503.7K | 0.3% | ▲New New position | |
| 42 | Legence Corp CL A | $17.4M | 308.1K | 0.2% | ▲+22% Added · +56K sh | |
| 43 | Oracle Corp COM | $16.9M | 115.1K | 0.2% | ▼−19% Reduced · −26K sh | |
| 44 | Bitfarms Ltd COM | $15.2M | 7.82M | 0.2% | ▲New New position | |
| 45 | Broadcom Inc COM | $15.1M | 48.9K | 0.2% | ▼−78% Reduced · −171K sh | |
| 46 | BKV Corp COM | $9.2M | 323.1K | 0.1% | ▲+68% Added · +131K sh | |
| 47 | TSS Inc Del COM | $6.0M | 460.5K | 0.1% | —Held | |
| 48 | Hallador Energy Company COM | $5.2M | 320.8K | 0.1% | —Held | |
| 49 | Alphabet Inc CAP STK CL A | $3.3M | 11.5K | 0.0% | —Held | |
| 50 | Alphabet Inc CAP STK CL C | $1.4M | 4.8K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963565/holdings"
Use Arkolith to show Value Aligned Research Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NVIDIA CORPNVDA | $3.0B | 17.4M |
| CALL · bullish | ALPHABET INC-CL AGOOGL | $2.3B | 8.0M |
| CALL · bullish | AMAZON.COM INCAMZN | $2.1B | 9.9M |
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $930.3M | 2.8M |
| PUT · bearish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $635.8M | 1.9M |
| CALL · bullish | INTEL CORPINTC | $558.4M | 12.7M |
| CALL · bullish | ORACLE CORPORCL | $334.6M | 2.3M |
| CALL · bullish | BROADCOM INCAVGO | $283.8M | 917K |
| CALL · bullish | ASML HOLDING NV-NY REG SHSASML | $275.7M | 209K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $242.8M | 719K |
| PUT · bearish | NVIDIA CORPNVDA | $174.6M | 1.0M |
| CALL · bullish | MICROSOFT CORPMSFT | $167.8M | 453K |
| CALL · bullish | ADVANCED MICRO DEVICESAMD | $155.2M | 763K |
| CALL · bullish | VERTIV HOLDINGS CO-AVRT | $124.5M | 497K |
| CALL · bullish | COREWEAVE INC-CL ACRWV | $116.5M | 1.5M |
| CALL · bullish | FREEPORT-MCMORAN INCFCX | $102.4M | 1.7M |
| PUT · bearish | BROADCOM INCAVGO | $89.8M | 290K |
| CALL · bullish | ZOOM COMMUNICATIONS INCZM | $88.6M | 1.1M |
| CALL · bullish | EQT CORPEQT | $83.3M | 1.3M |
| CALL · bullish | APPLIED MATERIALS INCAMAT | $51.8M | 152K |
| CALL · bullish | NEBIUS GROUP NVNBIS | $44.4M | 428K |
| CALL · bullish | LAM RESEARCH CORPLRCX | $44.1M | 207K |
| CALL · bullish | SANDISK CORPSNDK | $35.6M | 56K |
| CALL · bullish | GE VERNOVA INCGEV | $31.1M | 36K |
| CALL · bullish | KLA CORPKLAC | $26.9M | 18K |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 107 | $20.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 86 | $9.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 3, 2025 | 81 | $8.2B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 72 | $4.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 61 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 47 | $365.8M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 21 | $384.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 31 | $456.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 19 | $507.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 19 | $395.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 19 | $317.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 16 | $319.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 24, 2023 | 19 | $282.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 30, 2023 | 24 | $220.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.