Value Aligned Research Advisors: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$40.1B
123 holdings at Q2 2026
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Value Aligned Research Advisors' portfolio
As of Q2 2026, filed August 17, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 10.1% | $96.50 | +183% | $272.82 | Added +22% | |
Nebius Group NVNBIS | 10.1% | $82.70 | +166% | $219.71 | Added +5.0% |
| 6.48% | $104.72 | −22.1% | $81.58 | Added +31% | |
Intel Corp.INTC | 5.30% | $96.74 | +10.7% | $107.08 | Added +1160% |
| 5.06% | $554.82 | +86.7% | $1,035.84 | Added +235% | |
Sandisk Corp.SNDK | 4.24% | $1,136.44 | +41.6% | $1,609.46 | Added +196% |
| 4.09% | $364.71 | +112% | $774.83 | Reduced −22% | |
| 3.77% | $261.05 | +50.7% | $393.31 | Reduced −24% | |
| 3.77% | $256.82 | +308% | $1,048.60 | Reduced −31% | |
| 3.44% | $166.80 | +114% | $356.53 | Added +5.7% | |
| 2.89% | $1,072.48 | +59.1% | $1,706.39 | Added +14% | |
| 2.88% | $103.14 | +136% | $243.73 | Reduced −26% | |
| 2.88% | $405.65 | +12.9% | $457.99 | Added +148059% | |
Amazon.com Inc.AMZN | 2.32% | $250.93 | +1.2% | $254.06 | Added +32927% |
Iren Ltd.IREN | 2.31% | $33.82 | +5.6% | $35.71 | Added +78% |
| 2.25% | $261.74 | −34.6% | $171.06 | Added +30% | |
Terawulf Inc.WULF | 1.81% | $17.77 | −23.2% | $13.65 | Added +56% |
| 1.74% | $741.84 | +4.9% | $778.24 | Added +57% | |
Astera Labs Inc.ALAB | 1.64% | $102.93 | +237% | $347.05 | No change |
| 1.63% | $12.48 | +8.2% | $13.50 | Added +1.1% | |
Eqt Corp.EQT | 1.47% | $55.25 | −4.2% | $52.94 | Added +10% |
| 1.45% | $235.36 | −28.7% | $167.92 | New | |
| 1.41% | $84.06 | +26.0% | $105.90 | Added +26% | |
| 1.41% | $18.41 | −16.6% | $15.36 | Added +19% | |
| 1.24% | $29.19 | −18.3% | $23.85 | Reduced −17% | |
Echostar Corp.ECHO | 1.16% | $122.23 | −23.6% | $93.36 | New |
| 1.05% | $45.64 | −12.8% | $39.80 | New | |
Hut 8 Corp.HUT | 0.99% | $28.41 | +180% | $79.59 | Reduced −50% |
Nvidia Corp.NVDA | 0.96% | $176.74 | +30.4% | $230.48 | Reduced −6.2% |
Broadcom Inc.AVGO | 0.92% | $389.65 | −7.6% | $360.14 | Added +733% |
| 0.84% | $1,369.42 | +29.2% | $1,769.79 | No change | |
| 0.80% | $54.72 | +29.4% | $70.80 | Added +10% | |
Alphabet Inc.GOOGL | 0.79% | $353.89 | −1.6% | $348.29 | Added +3119% |
Coherent Corp.COHR | 0.75% | $120.25 | +151% | $302.35 | Reduced −75% |
| 0.60% | $170.86 | −6.0% | $160.57 | New | |
| 0.55% | $197.59 | +7.2% | $211.86 | New | |
| 0.54% | $409.99 | +51.4% | $620.68 | New | |
| 0.54% | $13.49 | +24.8% | $16.84 | Reduced −36% | |
| 0.49% | $13.94 | −30.3% | $9.72 | Added +29% | |
| 0.38% | $36.11 | −61.8% | $13.80 | New | |
| 0.37% | $391.07 | +32.6% | $518.41 | Reduced −18% | |
| 0.35% | $61.10 | −15.6% | $51.55 | Added +125% | |
Innio NVINIO | 0.32% | $39.55 | −51.5% | $19.20 | New |
| 0.31% | $145.62 | +120% | $320.59 | Reduced −89% | |
| 0.31% | $555.09 | +80.0% | $999.35 | No change | |
| 0.30% | $242.81 | +110% | $509.57 | Reduced −90% | |
| 0.19% | $16.97 | −67.6% | $5.50 | New | |
| 0.18% | $12.89 | +0.0% | $12.89 | Reduced −18% | |
| 0.18% | $4.29 | −26.7% | $3.15 | New | |
Erock Inc-AEROC | 0.12% | $14.50 | −15.8% | $12.21 | New |
| 0.11% | $26.29 | −8.9% | $23.94 | Added +110% | |
Oracle Corp.ORCL | 0.10% | $238.10 | −43.0% | $135.69 | No change |
Fermi Inc.FRMI | 0.07% | $6.32 | −42.1% | $3.66 | New |
| 0.04% | $240.32 | +49.5% | $359.22 | Reduced −75% | |
| 0.03% | $17.03 | −14.9% | $14.50 | No change | |
TSS Inc.TSSI | 0.02% | $15.27 | −34.7% | $9.97 | Reduced −43% |
Alphabet Inc.GOOG | 0.01% | $173.67 | +98.6% | $344.86 | No change |
Microsoft Corp.MSFT | 0.00% | $431.92 | +21.0% | $522.61 | No change |
| 0.00% | $611.48 | +17.9% | $720.89 | New |
Value Aligned Research Advisors' options
As of Q2 2026. Value = shares the options cover.
| Company | Type | Value of shares covered | Last quarter |
|---|---|---|---|
Alphabet Inc.GOOGL | Call · bet on a rise | $4.7B | Added +63% |
Amazon.com Inc.AMZN | Call · bet on a rise | $4.4B | Added +84% |
Nvidia Corp.NVDA | Call · bet on a rise | $4B | Added +16% |
| Call · bet on a rise | $1.2B | Added +40% | |
| Call · bet on a rise | $1B | Reduced −20% | |
Nvidia Corp.NVDA | Put · bet on a fall or hedge | $891.5M | Added +345% |
Intel Corp.INTC | Call · bet on a rise | $880.7M | Reduced −50% |
| Call · bet on a rise | $637.8M | Added +54% | |
| Put · bet on a fall or hedge | $621.8M | Reduced −31% | |
| Call · bet on a rise | $575.3M | Added +284% | |
Broadcom Inc.AVGO | Put · bet on a fall or hedge | $546.1M | Added +399% |
| Put · bet on a fall or hedge | $356.1M | New | |
| Call · bet on a rise | $352.8M | Reduced −20% | |
Microsoft Corp.MSFT | Call · bet on a rise | $349.1M | Added +106% |
Oracle Corp.ORCL | Call · bet on a rise | $307.7M | Reduced −7.7% |
| Call · bet on a rise | $305M | Added +83% | |
Broadcom Inc.AVGO | Call · bet on a rise | $247.4M | Reduced −29% |
Nebius Group NVNBIS | Call · bet on a rise | $231.3M | Added +96% |
| Call · bet on a rise | $224.5M | Added +136% | |
Microsoft Corp.MSFT | Put · bet on a fall or hedge | $201M | New |
Sandisk Corp.SNDK | Call · bet on a rise | $171.2M | Added +34% |
| Call · bet on a rise | $121.7M | Added +11% | |
| Call · bet on a rise | $109.5M | No change | |
| Call · bet on a rise | $80M | Reduced −11% | |
| Put · bet on a fall or hedge | $80M | New | |
Eqt Corp.EQT | Call · bet on a rise | $73.6M | Added +5.8% |
Terawulf Inc.WULF | Call · bet on a rise | $68M | Added +124% |
Iren Ltd.IREN | Call · bet on a rise | $61.5M | Added +116% |
Oracle Corp.ORCL | Put · bet on a fall or hedge | $61.3M | Added +444% |
| Call · bet on a rise | $59.8M | Added +1114% | |
| Put · bet on a fall or hedge | $56.2M | New | |
Kla Corp.KLAC | Call · bet on a rise | $55.2M | Added +900% |
| Call · bet on a rise | $41.8M | No change | |
| Call · bet on a rise | $39.1M | Added +296% | |
Snowflake Inc.SNOW | Call · bet on a rise | $33.8M | No change |
Qualcomm Inc.QCOM | Put · bet on a fall or hedge | $31.4M | No change |
Hut 8 Corp.HUT | Call · bet on a rise | $26.4M | No change |
| Call · bet on a rise | $25.8M | Added +89% | |
| Call · bet on a rise | $24.4M | New | |
Vistra Corp.VST | Call · bet on a rise | $21.6M | No change |
| Put · bet on a fall or hedge | $20.2M | Added +39% | |
| Call · bet on a rise | $17.1M | No change | |
Apple Inc.AAPL | Put · bet on a fall or hedge | $16M | No change |
| Put · bet on a fall or hedge | $15.3M | No change | |
Echostar Corp.ECHO | Call · bet on a rise | $13M | New |
| Call · bet on a rise | $12.7M | Added +16% | |
| Call · bet on a rise | $10.8M | Added +106% | |
| Call · bet on a rise | $10.2M | No change | |
| Put · bet on a fall or hedge | $9.7M | New | |
| Call · bet on a rise | $6.3M | New | |
| Call · bet on a rise | $5.5M | New | |
| Call · bet on a rise | $3.8M | No change | |
Vistra Corp.VST | Put · bet on a fall or hedge | $3.7M | No change |
Coherent Corp.COHR | Call · bet on a rise | $2.9M | No change |
| Call · bet on a rise | $2.1M | New | |
| Put · bet on a fall or hedge | $1.3M | New | |
| Call · bet on a rise | $733.6K | New | |
| Call · bet on a rise | $452.8K | No change | |
Amazon.com Inc.AMZN | Put · bet on a fall or hedge | $238.3K | Reduced −99% |
| Call · bet on a rise | $238.1K | New | |
| Call · bet on a rise | $217.4K | No change | |
| Call · bet on a rise | $96.5K | No change | |
| Call · bet on a rise | $12.7K | No change | |
| Call · bet on a rise | $3.2K | No change | |
Bitfarms Ltd/Canada09173B107 | Call · bet on a rise | — | Sold out |
| Put · bet on a fall or hedge | — | Sold out | |
| Put · bet on a fall or hedge | — | Sold out |
Value Aligned Research Advisors' buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Alphabet Inc.CallGOOGL | Added +63% | +5,028,600 | $4.7B |
Amazon.com Inc.CallAMZN | Added +84% | +8,364,400 | $4.4B |
Nebius Group NVNBIS | Added +5.0% | +290,671 | $1.7B |
| Added +22% | +1,000,448 | $1.7B | |
Nvidia Corp.CallNVDA | Added +16% | +2,734,600 | $4B |
Micron Technology Inc.CallMU | Added +40% | +286,100 | $1.2B |
Intel Corp.INTC | Added +1160% | +5,841,959 | $886.1M |
| Added +235% | +514,199 | $846.1M | |
Nvidia Corp.PutNVDA | Added +345% | +3,454,100 | $891.5M |
Sandisk Corp.SNDK | Added +196% | +206,583 | $708.9M |
| Added +148059% | +1,006,800 | $481.1M | |
Coreweave Inc Class ACallCRWV | Added +284% | +4,276,200 | $575.3M |
Broadcom Inc.PutAVGO | Added +399% | +1,155,700 | $546.1M |
| Added +31% | +2,605,347 | $1.1B | |
Amazon.com Inc.AMZN | Added +32927% | +1,620,643 | $387.4M |
ASML Holding Nv-Ny Reg SHSCallASML | Added +54% | +111,900 | $637.8M |
Advanced Micro DevicesPutAMD | New | +613,000 | $356.1M |
| Reduced −22% | −205,300 | $684.5M | |
Intel Corp.CallINTC | Reduced −50% | −6,345,700 | $880.7M |
| Reduced −24% | −307,010 | $631.3M | |
| Sold out | −4,421,462 | — | |
| New | +1,094,722 | $241.9M | |
Iren Ltd.IREN | Added +78% | +3,699,720 | $387.2M |
Kla Corp.KLAC | Sold out | −143,401 | — |
Microsoft Corp.PutMSFT | New | +538,900 | $201M |
| Reduced −90% | −662,113 | $50.3M | |
Advanced Micro DevicesCallAMD | Reduced −20% | −155,600 | $352.8M |
Echostar Corp.ECHO | New | +1,905,515 | $193.4M |
Terawulf Inc.WULF | Added +56% | +4,414,903 | $302.9M |
| Added +14% | +29,970 | $482.8M | |
Nebius Group NVCallNBIS | Added +96% | +409,500 | $231.3M |
| Reduced −89% | −978,959 | $52.7M | |
Microsoft Corp.CallMSFT | Added +106% | +482,600 | $349.1M |
Vertiv Holdings Co-ACallVRT | Added +83% | +414,300 | $305M |
Coherent Corp.COHR | Reduced −75% | −966,009 | $125.9M |
| New | +3,158,622 | $176.4M | |
| Added +5.7% | +84,908 | $575.1M | |
Broadcom Inc.AVGO | Added +733% | +358,700 | $154M |
Zoom Communications Inc.CallZM | Added +136% | +1,499,000 | $224.5M |
Sandisk Corp.CallSNDK | Added +34% | +19,200 | $171.2M |
| Added +1.1% | +123,787 | $272.6M | |
| Added +26% | +327,186 | $236.3M | |
Alphabet Inc.GOOGL | Added +3119% | +358,800 | $132.3M |
| Added +57% | +126,439 | $290.4M | |
| Added +19% | +1,468,835 | $235.1M | |
Taiwan Semiconductor-Sp ADRCallTSM | Reduced −20% | −558,100 | $1B |
| Added +30% | +322,367 | $376.9M | |
| Reduced −31% | −322,573 | $630.4M | |
| New | +589,723 | $100.8M | |
| Added +10% | +98,022 | $133.7M | |
| New | +337,998 | $91.9M | |
| New | +155,600 | $90.4M | |
Freeport-Mcmoran Inc.PutFCX | New | +1,272,200 | $80M |
Snowflake Inc.SNOW | Sold out | −481,340 | — |
| New | +2,160,607 | $63.2M | |
Meta Platforms Inc-Class APutMETA | New | +99,700 | $56.2M |
Celestica Inc.CallCLS | Added +1114% | +150,400 | $59.8M |
Innio NVINIO | New | +1,355,362 | $53.6M |
| Sold out | −896,985 | — | |
Terawulf Inc.CallWULF | Added +124% | +1,527,200 | $68M |
Oracle Corp.PutORCL | Added +444% | +341,300 | $61.3M |
| Reduced −17% | −1,122,281 | $206.9M | |
| Added +29% | +1,157,551 | $82.6M | |
| Sold out | −270,441 | — | |
| Added +125% | +384,009 | $59M | |
Iren Ltd.CallIREN | Added +116% | +721,700 | $61.5M |
| Sold out | −1,264,006 | — | |
Broadcom Inc.CallAVGO | Reduced −29% | −261,800 | $247.4M |
Lam Research Corp.CallLRCX | Reduced −11% | −21,900 | $80M |
Applied Digital Corp.CallAPLD | Added +296% | +783,200 | $39.1M |
| New | +2,238,024 | $31.6M | |
Hut 8 Corp.HUT | Reduced −50% | −1,442,224 | $166.3M |
| New | +5,154,360 | $29.6M | |
Kla Corp.CallKLAC | Added +900% | +164,700 | $55.2M |
Oracle Corp.CallORCL | Reduced −7.7% | −175,200 | $307.7M |
| Reduced −36% | −1,886,374 | $90.1M | |
| Reduced −18% | −16,112 | $61.6M | |
Riot Platforms Inc.CallRIOT | New | +890,600 | $24.4M |
Eqt Corp.EQT | Added +10% | +426,906 | $245.4M |
Erock Inc-AEROC | New | +1,345,920 | $19.5M |
Freeport-Mcmoran Inc.CallFCX | Added +11% | +192,700 | $121.7M |
| Reduced −75% | −51,987 | $6.8M | |
| Sold out | −45,400 | — | |
Amazon.com Inc.PutAMZN | Reduced −99% | −73,500 | $238.3K |
Bitfarms Ltd/Canada09173B107 | Sold out | −7,815,121 | — |
| Reduced −31% | −579,300 | $621.8M | |
Ftai Aviation Ltd.CallFTAI | Added +89% | +45,000 | $25.8M |
Echostar Corp.CallECHO | New | +128,400 | $13M |
Fermi Inc.FRMI | New | +1,367,995 | $12.5M |
Nvidia Corp.NVDA | Reduced −6.2% | −52,927 | $160.2M |
Coreweave Inc Class APutCRWV | New | +97,700 | $9.7M |
Eqt Corp.CallEQT | Added +5.8% | +76,300 | $73.6M |
| Added +110% | +356,848 | $18.6M | |
Vertiv Holdings Co-APutVRT | Added +39% | +17,000 | $20.2M |
Bloom Energy Corp.CallBE | Added +106% | +18,300 | $10.8M |
Cipher Digital Inc.CallCIFR | Added +16% | +69,900 | $12.7M |
Lumentum Holdings Inc.CallLITE | New | +7,400 | $6.3M |
Core Scientific Inc.CallCORZ | New | +216,800 | $5.5M |
| Reduced −26% | −502,062 | $481.4M | |
| Reduced −18% | −456,366 | $29.6M | |
Constellation EnergyPutCEG | Sold out | −13,200 | — |
TSS Inc.TSSI | Reduced −43% | −199,012 | $3.2M |
Babcock & Wilcox EnterprCallBW | New | +148,800 | $2.1M |
Ge Vernova Inc.PutGEV | New | +1,100 | $1.3M |
Keel Infrastructure Corp.CallKEEL | New | +127,800 | $733.6K |
Bitfarms Ltd/CanadaCall09173B107 | Sold out | −127,800 | — |
Gitlab Inc Class ACallGTLB | New | +7,800 | $238.1K |
| New | +124 | $69.8K |
Value Aligned Research Advisors' portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 62% |
| Industrials | 22% |
| Financials | 9.4% |
| Consumer Discretionary | 2.3% |
| Communication Services | 2.0% |
| Energy | 1.6% |
| Utilities | 0.6% |
| Real Estate | 0.1% |
Portfolio performance: Value Aligned Research Advisors vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +364.4% | +51.7% |
| S&P 500 | +102.6% | +21.1% |
| Nasdaq-100 | +163.1% | +30.0% |
Prices were available for 85% of the portfolio value on average; the rest is left out of the return.
Value Aligned Research Advisors' most traded stocks
Quarters with a buy or a sell, all reports since Q4 2022.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Kla Corp.KLAC | 9 | 4 |
| 8 | 5 | |
| 8 | 4 | |
| 8 | 4 | |
| 6 | 6 | |
Coherent Corp.COHR | 8 | 4 |
Alphabet Inc.GOOGL | 8 | 4 |
| 7 | 3 | |
Nvidia Corp.NVDA | 6 | 4 |
FabrinetFN | 7 | 3 |
| 6 | 3 | |
| 8 | 1 | |
| 7 | 2 | |
| 6 | 3 | |
Broadcom Inc.AVGO | 5 | 3 |