VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CIFR | 11.00M | $141.59M |
 | CRWV | 8.28M | $641.51M |
 | WULF | 7.85M | $113.25M |
 | CORZ | 7.72M | $115.48M |
 | APLD | 6.67M | $158.31M |
 | NBIS | 5.81M | $603.20M |
 | RIOT | 5.18M | $63.99M |
 | IREN | 4.77M | $163.43M |
 | BE | 4.58M | $621.19M |
 | FCX | 4.42M | $259.89M |
 | EQT | 4.19M | $266.52M |
 | BTDR | 4.05M | $35.00M |
 | HUT | 2.88M | $135.22M |
 | TAC | 2.60M | $34.13M |
 | VRT | 1.94M | $486.09M |
 | CLS | 1.49M | $420.12M |
 | WDC | 1.30M | $350.40M |
 | COHR | 1.29M | $306.15M |
 | AAOI | 1.27M | $107.25M |
 | LBRT | 1.26M | $36.40M |
Cipher Mining Inc.
CIFR
Shares Held
11.00M
Value
$141.59M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
8.28M
Value
$641.51M
TeraWulf Inc.
WULF
Shares Held
7.85M
Value
$113.25M
Core Scientific, Inc.
CORZ
Shares Held
7.72M
Value
$115.48M
Applied Digital Corporation
APLD
Shares Held
6.67M
Value
$158.31M
Nebius Group N.V.
NBIS
Shares Held
5.81M
Value
$603.20M
Riot Platforms, Inc.
RIOT
Shares Held
5.18M
Value
$63.99M
IREN Limited
IREN
Shares Held
4.77M
Value
$163.43M
Bloom Energy Corporation
BE
Shares Held
4.58M
Value
$621.19M
Freeport-McMoRan Inc.
FCX
Shares Held
4.42M
Value
$259.89M
EQT Corporation
EQT
Shares Held
4.19M
Value
$266.52M
Bitdeer Technologies Group
BTDR
Shares Held
4.05M
Value
$35.00M
Hut 8 Corp.
HUT
Shares Held
2.88M
Value
$135.22M
TransAlta Corporation
TAC
Shares Held
2.60M
Value
$34.13M
Vertiv Holdings Co
VRT
Shares Held
1.94M
Value
$486.09M
Celestica Inc.
CLS
Shares Held
1.49M
Value
$420.12M
Western Digital Corporation
WDC
Shares Held
1.30M
Value
$350.40M
Coherent, Inc.
COHR
Shares Held
1.29M
Value
$306.15M
Applied Optoelectronics, Inc.
AAOI
Shares Held
1.27M
Value
$107.25M
Liberty Energy Inc.
LBRT
Shares Held
1.26M
Value
$36.40M