SEC Form 13F

Value Aligned Research Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$40,111,386,090
Positions123

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGLCAP STK CL A$4,657,996,31713,034,100
AMAZON COM INCAMZNCOM$4,354,543,30218,270,300
NVIDIA CORPORATIONNVDACOM$4,035,595,20120,168,900
BLOOM ENERGY CORPBECOM CL A$1,690,633,6835,585,179
NEBIUS GROUP N.V.NBISSHS CLASS A$1,685,775,0976,104,121
MICRON TECHNOLOGY INCMUCOM$1,159,715,1631,004,700
COREWEAVE INCCRWVCOM CL A$1,083,603,38910,886,110
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$1,048,122,8792,194,700
NVIDIA CORPORATIONNVDACOM$891,500,9954,455,500
INTEL CORPINTCCOM$886,050,0916,345,700

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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