VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IREN | 3.62M | $169.98M |
 | RIOT | 3.37M | $64.21M |
 | CIFR | 2.87M | $36.19M |
 | EQT | 2.35M | $127.73M |
 | BE | 2.14M | $180.83M |
 | CRWV | 2.01M | $274.71M |
 | HUT | 1.48M | $51.58M |
 | VRT | 1.40M | $211.92M |
 | BTDR | 1.32M | $22.50M |
 | CLS | 1.28M | $316.39M |
 | VST | 979K | $191.82M |
 | ALAB | 903K | $176.77M |
 | WULF | 856K | $9.78M |
 | MU | 800K | $133.83M |
 | CEG | 579K | $190.40M |
 | NRG | 541K | $87.59M |
 | GTLB | 492K | $22.18M |
 | AAON | 492K | $45.93M |
 | COHR | 415K | $44.74M |
 | TSSI | 404K | $7.32M |
IREN Limited
IREN
Shares Held
3.62M
Value
$169.98M
Riot Platforms, Inc.
RIOT
Shares Held
3.37M
Value
$64.21M
Cipher Mining Inc.
CIFR
Shares Held
2.87M
Value
$36.19M
EQT Corporation
EQT
Shares Held
2.35M
Value
$127.73M
Bloom Energy Corporation
BE
Shares Held
2.14M
Value
$180.83M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2.01M
Value
$274.71M
Hut 8 Corp.
HUT
Shares Held
1.48M
Value
$51.58M
Vertiv Holdings Co
VRT
Shares Held
1.40M
Value
$211.92M
Bitdeer Technologies Group
BTDR
Shares Held
1.32M
Value
$22.50M
Celestica Inc.
CLS
Shares Held
1.28M
Value
$316.39M
Vistra Corp.
VST
Shares Held
979K
Value
$191.82M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
903K
Value
$176.77M
TeraWulf Inc.
WULF
Shares Held
856K
Value
$9.78M
Micron Technology, Inc.
MU
Shares Held
800K
Value
$133.83M
Constellation Energy Corporation
CEG
Shares Held
579K
Value
$190.40M
NRG Energy, Inc.
NRG
Shares Held
541K
Value
$87.59M
GitLab Inc.
GTLB
Shares Held
492K
Value
$22.18M
AAON, Inc.
AAON
Shares Held
492K
Value
$45.93M
Coherent, Inc.
COHR
Shares Held
415K
Value
$44.74M
TSS, Inc.
TSSI
Shares Held
404K
Value
$7.32M