Value Aligned Research Advisors, LLC Purchases in Q1 2025

Value Aligned Research Advisors, LLC

  • $1.37 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
1.36M
+ 1131.34%
$108.49 - $191.89 $148M - $261M
1.48M $174B
Ge Vernova Inc
395K
+ 396.19%
N/A
495K $151B
CEG
Constellation Energy Corp

Utilities
581K
+ 1079.72%
$201.63 - $347.44 $117M - $202M
634K $128B
MU
Micron Technology Inc

Technology
1.21M
+ 406.03%
$86.89 - $109.38 $105M - $132M
1.51M $131B
VRT
Vertiv Holdings CO

Industrials
1.3M
+ 309.94%
N/A
1.72M $124B
Talen Energy Corp
351K
New
N/A
351K $70B
NRG
Nrg Energy, Inc.

Utilities
673K
+ 930.25%
$84.82 - $113.33 $57.1M - $76.3M
746K $71.2B
Astera Labs Inc
1.19M
+ 814.73%
N/A
1.33M $79.6B
Celestica Inc
414K
+ 500.48%
N/A
496K $39.1B
CRDO
Credo Technology Group Holding LTD

Technology
668K
New
$39.45 - $85.5 $26.4M - $57.1M
668K $26.8B
Coherent Corp
422K
+ 409.6%
N/A
525K $34.1B
FN
Fabrinet

Technology
80.9K
+ 240.91%
$183.66 - $267.24 $14.9M - $21.6M
114K $22.6B
AMAT
Applied Materials Inc

Technology
57.2K
New
$145.06 - $195.51 $8.3M - $11.2M
57.2K $8.3B
RIOT
Riot Blockchain, Inc.

Technology
2.23M
+ 79.88%
$7.12 - $13.54 $15.8M - $30.1M
5.01M $35.7B
BE
Bloom Energy Corp

Industrials
328K
+ 25.63%
$19.66 - $29.81 $6.46M - $9.79M
1.61M $31.6B
AAON
Aaon, Inc.

Industrials
38.5K
New
$73.52 - $136.95 $2.83M - $5.27M
38.5K $3.01B
Lam Research Corp
21.5K
New
N/A
21.5K $1.56B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.58K
+ 480.22%
$165.25 - $224.62 $1.09M - $1.48M
7.95K $1.32B
NVDA
Nvidia Corp

Technology
11.6K
+ 90.12%
$106.98 - $149.43 $1.25M - $1.74M
24.6K $2.66B
AVGO
Broadcom Inc.

Technology
4.81K
+ 423.22%
$167.43 - $244.7 $806K - $1.18M
5.95K $996M
KLAC
Kla Corp

Technology
1.01K
New
$636.62 - $777.63 $641K - $783K
1.01K $685M
GOOGL
Alphabet Inc.

Communication Services
2.67K
+ 227.4%
$154.33 - $206.19 $412K - $551K
3.85K $595M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 72.97%
$190.26 - $242.06 $366K - $466K
4.56K $868M
GOOG
Alphabet Inc.

Communication Services
1.96K
+ 163.77%
$156.06 - $207.71 $306K - $408K
3.16K $494M
ORCL
Oracle Corp

Technology
1.56K
New
$139.81 - $186.47 $217K - $290K
1.56K $217M
EQT
Eqt Corp

Energy
2.85K
New
$46.16 - $54.25 $132K - $155K
2.85K $152M
ASML
Asml Holding Nv

Technology
100
New
$662.63 - $776.99 $66.3K - $77.7K
100 $66.3M
Tss Inc Del
64K
+ 34.01%
N/A
252K $1.98B
ONTO
Onto Innovation Inc.

Technology
43.5K
+ 24.11%
$121.34 - $224.5 $5.28M - $9.76M
224K $27.2B
CAMT
Camtek LTD

Technology
5.66K
+ 2.46%
$58.63 - $107.14 $332K - $606K
235K $13.8B
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 28 Puts 0
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