Value Aligned Research Advisors, LLC
Q1 2025 13F Holdings
- Locationprinceton, NJ
- Num holdings
61
- Value ($000)
$1,372,149
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001963565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VST VISTRA CORP | COM | 92840M102 | $174.06M | 13 % | 1,482,091 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $151.00M | 11 % | 494,624 | ||
MU MICRON TECHNOLOGY INC | COM | 595112103 | $130.77M | 10 % | 1,505,060 | ||
CEG CONSTELLATION ENERGY CORP | COM | 21037T109 | $127.93M | 9 % | 634,487 | ||
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $124.35M | 9 % | 1,722,237 | ||
ALAB ASTERA LABS INC | COM | 04626A103 | $79.55M | 6 % | 1,333,198 | ||
NRA NRG ENERGY INC | COM NEW | 629377508 | $71.18M | 5 % | 745,694 | ||
TLN TALEN ENERGY CORP | COM | 87422Q109 | $70.04M | 5 % | 350,793 | ||
NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | $39.68M | 3 % | 1,879,815 | ||
CLS CELESTICA INC | COM | 15101Q207 | $39.13M | 3 % | 496,453 |
Rows Per Page
10
- 10
- 50
- 100