Stock Taper 
VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TeraWulf Inc. | WULF | 12.26M | $302.9M |
 Cipher Mining Inc. | CIFR | 11.13M | $272.57M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 10.89M | $1.08B |
 Core Scientific, Inc. | CORZ | 9.19M | $235.12M |
 IREN Limited | IREN | 8.47M | $387.21M |
 Intel Corp. | INTC | 6.35M | $886.05M |
 Nebius Group N.V. | NBIS | 6.1M | $1.69B |
 Bloom Energy Corporation | BE | 5.59M | $1.69B |
 Applied Digital Corp. | APLD | 5.55M | $206.87M |
 Bitdeer Technologies Group | BTDR | 5.2M | $82.58M |
 Keel Infrastructure Corp. | KEEL | 5.15M | $29.59M |
 EQT Corporation | EQT | 4.61M | $245.37M |
 Riot Platforms, Inc. | RIOT | 3.29M | $90.1M |
 Forgent Power Solutions, Inc. | FPS | 3.16M | $176.44M |
 Babcock & Wilcox Enterprises, Inc. | BW | 2.24M | $31.56M |
 Fervo Energy Company | FRVO | 2.16M | $63.15M |
 Amazon.com, Inc. | AMZN | 1.63M | $387.44M |
 Applied Optoelectronics, Inc. | AAOI | 1.6M | $236.33M |
 Celestica Inc. | CLS | 1.58M | $575.07M |
 Hut 8 Corp. | HUT | 1.44M | $166.28M |