Value Aligned Research Advisors, LLC - Q12026 Holdings

Value Aligned Research Advisors, LLC holds 61 stocks with a total portfolio value of $ 20.71B as of Q12026. In Q12026, Value Aligned Research Advisors, LLC added 13 new positions, increased stakes in 28 stocks, reduced 15 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 16.25% of the total portfolio.