The 13F holdings data for Value Aligned Research Advisors LLC shows a $13.1 billion portfolio with 60 holdings. Top positions by current market value include Nebius Group NV Class A (NBIS US), Bloom Energy Corp (BE US), Lumentum Holdings Inc (LITE US), CoreWeave Inc Class A Common Shares (CRWV US), and Seagate Technology Holdings PLC (STX US). Other prominent holdings visible in the filing include Vertiv Holdings Co (VRT US), Western Digital Corp (WDC US), NVIDIA Corp (NVDA US), and ASML Holding NV (ASML US).