Stock Taper 
VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Space Exploration Technologies Corp. | SPCX | 589.72K | $100.76M |
 Legence Corp. Class A Common stock | LGN | 692.15K | $58.99M |
 Seagate Technology Holdings plc | STX | 709.36K | $684.53M |
 Micron Technology, Inc. | MU | 733.01K | $846.1M |
 Lumentum Holdings Inc. | LITE | 734.69K | $630.41M |
 NVIDIA Corporation | NVDA | 800.77K | $160.23M |
 Western Digital Corporation | WDC | 988.43K | $631.33M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.01M | $481.14M |
 ACM Research, Inc. | ACMR | 1.05M | $133.74M |
 Cerebras Systems Inc. | CBRS | 1.09M | $241.93M |
 ERock, Inc. | EROC | 1.35M | $19.52M |
 INNIO N.V. Ordinary Shares | INIO | 1.36M | $53.6M |
 Fermi Inc. Common Stock | FRMI | 1.37M | $12.53M |
 FTAI Aviation Ltd. | FTAI | 1.39M | $376.92M |
 Vertiv Holdings Co | VRT | 1.44M | $481.41M |
 Hut 8 Corp. | HUT | 1.44M | $166.28M |
 Celestica Inc. | CLS | 1.58M | $575.07M |
 Applied Optoelectronics, Inc. | AAOI | 1.6M | $236.33M |
 Amazon.com, Inc. | AMZN | 1.63M | $387.44M |
 Fervo Energy Company | FRVO | 2.16M | $63.15M |