Value Aligned Research Advisors, LLC - Portfolio overview

Value Aligned Research Advisors, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. LITE - LUMENTUM HLDGS INC, 8.21%
2. CRWV - COREWEAVE INC, 7.09%
3. BE - BLOOM ENERGY CORP, 6.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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