Value Aligned Research Advisors, LLC Incresed Positions in Q3 2025

Value Aligned Research Advisors, LLC

  • $8.19 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Coreweave Inc
1.07M
+ 53.39%
N/A
3.08M $421B
VRT
Vertiv Holdings CO

Industrials
816K
+ 58.12%
N/A
2.22M $335B
CEG
Constellation Energy Corp

Utilities
365K
+ 63.12%
$298.82 - $354.89 $109M - $130M
944K $311B
MU
Micron Technology Inc

Technology
684K
+ 85.51%
$104.88 - $168.89 $71.7M - $116M
1.48M $248B
VST
Vistra Corp.

Utilities
583K
+ 59.57%
$182.0 - $217.92 $106M - $127M
1.56M $306B
Astera Labs Inc
476K
+ 52.67%
N/A
1.38M $270B
BE
Bloom Energy Corp

Industrials
1.09M
+ 50.78%
$22.13 - $86.27 $24M - $93.7M
3.22M $273B
Nebius Group N.V.
807K
+ 67.08%
N/A
2.01M $226B
Talen Energy Corp
188K
+ 73.41%
N/A
445K $189B
NRG
Nrg Energy, Inc.

Utilities
352K
+ 65.11%
$144.77 - $173.91 $51M - $61.2M
893K $145B
Lam Research Corp
215K
+ 75.49%
N/A
501K $67.1B
Coherent Corp
265K
+ 63.86%
N/A
681K $73.3B
CIFR
Cipher Mining Inc.

Financial Services
2.23M
+ 77.6%
$4.72 - $14.15 $10.5M - $31.6M
5.1M $64.3B
AGX
Argan Inc

Industrials
80.6K
+ 55.58%
$202.53 - $271.07 $16.3M - $21.9M
226K $61B
SNOW
Snowflake Inc.

Technology
87.9K
+ 70.38%
$191.73 - $241.0 $16.9M - $21.2M
213K $48B
AMAT
Applied Materials Inc

Technology
95.4K
+ 62.58%
$156.25 - $204.95 $14.9M - $19.6M
248K $50.8B
KLAC
Kla Corp

Technology
17.4K
+ 87.71%
$843.9 - $1078.6 $14.6M - $18.7M
37.1K $40.1B
Celestica Inc
75.6K
+ 5.88%
N/A
1.36M $335B
FN
Fabrinet

Technology
48.6K
+ 71.24%
$277.04 - $389.47 $13.5M - $18.9M
117K $42.6B
Hut 8 Corp
467K
+ 31.54%
N/A
1.95M $67.8B
FIX
Comfort Systems Usa Inc

Industrials
17.7K
+ 47.82%
$521.66 - $825.18 $9.23M - $14.6M
54.7K $45.1B
IREN
Iris Energy LTD

Financial Services
251K
+ 6.94%
$15.1 - $47.14 $3.8M - $11.8M
3.87M $182B
GTLB
Gitlab Inc.

Technology
220K
+ 44.76%
$38.82 - $50.43 $8.55M - $11.1M
712K $32.1B
Ge Vernova Inc
13K
+ 31.09%
N/A
54.7K $33.6B
EME
Emcor Group, Inc.

Industrials
8.55K
+ 45.86%
$530.88 - $655.83 $4.54M - $5.6M
27.2K $17.7B
AAON
Aaon, Inc.

Industrials
36.3K
+ 7.38%
$72.08 - $94.26 $2.62M - $3.42M
528K $49.3B
WULF
Terawulf Inc.

Financial Services
281K
+ 32.82%
$4.63 - $11.7 $1.3M - $3.29M
1.14M $13B
Bitdeer Technologies Group
62.3K
+ 4.73%
N/A
1.38M $23.6B
Tss Inc Del
27.1K
+ 6.7%
N/A
431K $7.81B
Legence Corp
10.2K
+ 5.25%
N/A
205K $6.32B
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 24 Puts 15
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