13F Filings History of Value Aligned Research Advisors, LLC
- Latest 13F filing
- Q2 2026 - 17 Aug 2026
- Latest reported 13F value
- $16,732,067,771
- Largest 13F holdings
-
BE NBIS CRWV INTC MU SNDK STX WDC LITE CLS FIX VRT
+8 more
TSM AMZN IREN FTAI WULF EME ALAB CIFR - Form 13F summary
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- Value Aligned Research Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Value Aligned Research Advisors, LLC reported 59 equity holdings with a total reported market value of $16,732,067,771 for Q2 2026. Top reported holdings included BE, NBIS, CRWV, INTC, and MU.
- Manager signature
- Alexis B. Campos - COO/CCO
- Manager location
- Princeton, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$16,732,067,771
Quarter delta
+$8,288,848,590
Accepted
14 Aug 2026, 17:31
Rows shown
1-15 of 15
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | $16,732,067,771 | +$5,502,927,169 | -$3,129,357,050 | +$2,373,570,119 | BE, NBIS, CRWV, INTC, MU | 13F-HR | 14 Aug 2026, 17:31 |
| Q1 2026 | 53 | $8,443,219,181 | +$3,303,270,760 | -$835,563,488 | +$2,467,707,272 | LITE, CRWV, BE, NBIS, VRT | 13F-HR | 15 May 2026, 18:56 |
| Q4 2025 | 47 | $4,881,124,156 | +$1,888,714,062 | -$1,305,770,957 | +$582,943,105 | LITE, CRWV, VRT, CLS, BE | 13F-HR | 17 Feb 2026, 16:45 |
| Q3 2025 | 42 | $4,333,920,439 | +$1,541,275,829 | -$367,197,030 | +$1,174,078,799 | CRWV, VRT, CLS, CEG, VST | Restatement | 03 Dec 2025, 16:23 |
| Q2 2025 | 35 | $2,238,224,435 | +$531,759,809 | -$263,343,884 | +$268,415,925 | VST, MU, CEG, VRT, GEV | 13F-HR | 14 Aug 2025, 16:26 |
| Q1 2025 | 33 | $1,230,922,754 | +$979,853,418 | -$24,126,413 | +$955,727,005 | VST, GEV, MU, CEG, VRT | 13F-HR | 15 May 2025, 13:08 |
| Q4 2024 | 27 | $357,973,997 | $0 | $0 | $0 | VRT, MRVL, GEV, ONTO, RIOT | Restatement | 18 Feb 2025, 11:44 |
| Q3 2024 | 21 | $384,945,848 | +$17,535,532 | -$52,636,219 | -$35,100,687 | MRVL, ONTO, AMAT, VRT, LRCX | 13F-HR | 08 Nov 2024, 16:33 |
| Q2 2024 | 20 | $456,447,932 | +$150,410,553 | -$224,519,114 | -$74,108,561 | AMAT, LRCX, MRVL, ONTO, VRT | 13F-HR | 09 Aug 2024, 12:55 |
| Q1 2024 | 19 | $506,986,228 | +$37,327,119 | -$35,857,335 | +$1,469,784 | AMD, SMCI, LRCX, AMAT, CDNS | 13F-HR | 26 Apr 2024, 11:41 |
| Q4 2023 | 19 | $395,669,737 | +$39,324,263 | -$36,463,659 | +$2,860,604 | AMD, LRCX, ANET, AMAT, INTC | 13F-HR | 19 Jan 2024, 16:21 |
| Q3 2023 | 19 | $317,352,738 | +$29,747,499 | -$31,978,533 | -$2,231,034 | LRCX, AMAT, ANET, CDNS, INTC | 13F-HR | 07 Nov 2023, 20:47 |
| Q2 2023 | 16 | $319,744,646 | +$210,264,910 | -$182,770,481 | +$27,494,429 | LRCX, AMAT, INTC, MU, CDNS | 13F-HR | 03 Aug 2023, 13:13 |
| Q1 2023 | 19 | $282,457,084 | +$33,848,492 | -$29,900,322 | +$3,948,170 | GOOGL, NVDA, TSM, MSFT, ASML | 13F-HR | 21 Apr 2023, 17:36 |
| Q4 2022 | 24 | $220,611,070 | $0 | $0 | $0 | GOOGL, TSM, ASML, MSFT, NVDA | 13F-HR | 27 Jan 2023, 18:00 |