VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIOT | 9.62M | $121.94M |
 | CORZ | 8.09M | $117.79M |
 | CIFR | 7.45M | $109.93M |
 | CRWV | 6.03M | $431.68M |
 | APLD | 5.64M | $138.38M |
 | IREN | 3.52M | $132.77M |
 | BE | 3.48M | $302.08M |
 | NBIS | 3.31M | $276.71M |
 | BTDR | 3.27M | $36.63M |
 | EQT | 2.92M | $156.28M |
 | HUT | 2.79M | $128.10M |
 | VRT | 2.17M | $352.11M |
 | COHR | 1.34M | $246.44M |
 | LITE | 1.17M | $432.06M |
 | CLS | 1.15M | $339.90M |
 | GLXY | 1.06M | $23.73M |
 | SEI | 976K | $44.86M |
 | GTLB | 729K | $27.37M |
 | VST | 716K | $115.53M |
 | LRCX | 707K | $121.03M |
Riot Platforms, Inc.
RIOT
Shares Held
9.62M
Value
$121.94M
Core Scientific, Inc.
CORZ
Shares Held
8.09M
Value
$117.79M
Cipher Mining Inc.
CIFR
Shares Held
7.45M
Value
$109.93M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
6.03M
Value
$431.68M
Applied Digital Corporation
APLD
Shares Held
5.64M
Value
$138.38M
IREN Limited
IREN
Shares Held
3.52M
Value
$132.77M
Bloom Energy Corporation
BE
Shares Held
3.48M
Value
$302.08M
Nebius Group N.V.
NBIS
Shares Held
3.31M
Value
$276.71M
Bitdeer Technologies Group
BTDR
Shares Held
3.27M
Value
$36.63M
EQT Corporation
EQT
Shares Held
2.92M
Value
$156.28M
Hut 8 Corp.
HUT
Shares Held
2.79M
Value
$128.10M
Vertiv Holdings Co
VRT
Shares Held
2.17M
Value
$352.11M
Coherent, Inc.
COHR
Shares Held
1.34M
Value
$246.44M
Lumentum Holdings Inc.
LITE
Shares Held
1.17M
Value
$432.06M
Celestica Inc.
CLS
Shares Held
1.15M
Value
$339.90M
Galaxy Digital
GLXY
Shares Held
1.06M
Value
$23.73M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
976K
Value
$44.86M
GitLab Inc.
GTLB
Shares Held
729K
Value
$27.37M
Vistra Corp.
VST
Shares Held
716K
Value
$115.53M
Lam Research Corporation
LRCX
Shares Held
707K
Value
$121.03M