Value Aligned Research Advisors, LLC
SEC Form 13F institutional filer · CIK 0001963565
13F-HR · 23 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$4.31B
Top-10 concentration
82.3%
Value Aligned Research Advisors, LLC — $4.31B AUM allocation strategy
Value Aligned Research Advisors, LLC files SEC Form 13F and reports $4.31B of long US equity value across 23 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 64.9%, followed by Industrials 22.8% and Energy 6.2%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Value Aligned Research Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.31B
total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EQT +1.27M sh · +$110M+$STX +788K sh · +$324M+$NVDA +756K sh · +$131M
Biggest trims (shares)
−$VRT −234K sh · +$134M−$GEV −227K sh · −$138M−$AVGO −171K sh · −$61M
Exited to nil (held last quarter, gone now)
$VST ($116M last qtr)$CEG ($105M last qtr)$NRG ($21.6M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals18.0%—
- Communications Equipment17.2%—
- Semiconductor Materials & Equipment16.1%—
- Electrical Components & Equipment11.3%—
- Construction & Engineering10.7%—
- Electronic Components7.1%—
- Oil & Gas Exploration & Production6.2%—
- Semiconductors6.0%—
- Other holdings7.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LITE | Lumentum Holdings Inc | 1.06M | $743M | -115K | 17.2% |
| $VRT | Vertiv Holdings LLC | 1.94M | $486M | -234K | 11.3% |
| $STX | Seagate Technology Holdings PLC | 915K | $358M | +788K | 8.3% |
| $WDC | Western Digital Corporation | 1.3M | $350M | — | 8.1% |
| $COHR | Coherent Corp | 1.29M | $306M | -50K | 7.1% |
| $FIX | Comfort Systems USA Inc | 214K | $295M | +66.6K | 6.8% |
| $EQT | EQT Corporation | 4.19M | $267M | +1.27M | 6.2% |
| $FCX | Freeport-McMoRan Inc | 4.42M | $260M | — | 6.0% |
| $AMAT | Applied Materials Inc | 732K | $250M | +193K | 5.8% |
| $LRCX | Lam Research Corporation | 1.1M | $235M | +394K | 5.4% |
…and 13 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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