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Disclosed positions
Value Aligned Research Advisors, LLC: source evidence dated 2026-08-18T03:59:59.999Z.
- Issuer
- ALPHABET INC
- Ticker
- GOOGL
- Class
- CAP STK CL A
- Reported value
- $4,657,996,317
- Reported amount
- 13,034,100
- Unit
- SH
- Option
- Call
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001963565-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ALPHABET INC | GOOGL | CAP STK CL A | $4,657,996,317 | 13,034,100 | SH | Call |
| AMAZON COM INC | AMZN | COM | $4,354,543,302 | 18,270,300 | SH | Call |
| NVIDIA CORPORATION | NVDA | COM | $4,035,595,201 | 20,168,900 | SH | Call |
| BLOOM ENERGY CORP | BE | COM CL A | $1,690,633,683 | 5,585,179 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $1,685,775,097 | 6,104,121 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,159,715,163 | 1,004,700 | SH | Call |
| COREWEAVE INC | CRWV | COM CL A | $1,083,603,389 | 10,886,110 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,048,122,879 | 2,194,700 | SH | Call |
| NVIDIA CORPORATION | NVDA | COM | $891,500,995 | 4,455,500 | SH | Put |
| INTEL CORP | INTC | COM | $886,050,091 | 6,345,700 | SH | None |
| INTEL CORP | INTC | COM | $880,744,151 | 6,307,700 | SH | Call |
| MICRON TECHNOLOGY INC | MU | COM | $846,102,650 | 733,007 | SH | None |
| SANDISK CORP | SNDK | COM | $708,908,087 | 311,782 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $684,529,505 | 709,357 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $637,814,464 | 320,600 | SH | Call |
| WESTERN DIGITAL CORP | WDC | COM | $631,329,371 | 988,429 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $630,405,527 | 734,687 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $621,796,140 | 1,302,000 | SH | Put |
| COREWEAVE INC | CRWV | COM CL A | $575,311,338 | 5,779,700 | SH | Call |
| CELESTICA INC | CLS | COM | $575,071,450 | 1,576,402 | SH | None |
| BROADCOM INC | AVGO | COM | $546,113,175 | 1,445,700 | SH | Put |
| COMFORT SYS USA INC | FIX | COM | $482,816,894 | 243,607 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $481,406,540 | 1,437,807 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $481,142,224 | 1,007,480 | SH | None |
| AMAZON COM INC | AMZN | COM | $387,437,162 | 1,625,565 | SH | None |
| IREN LIMITED | IREN | ORDINARY SHARES | $387,210,864 | 8,467,327 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $376,918,357 | 1,393,259 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $356,097,830 | 613,000 | SH | Put |
| ADVANCED MICRO DEVICES INC | AMD | COM | $352,844,734 | 607,400 | SH | Call |
| MICROSOFT CORP | MSFT | COM | $349,109,418 | 935,900 | SH | Call |
| ORACLE CORP | ORCL | COM | $307,681,725 | 2,099,500 | SH | Call |
| VERTIV HOLDINGS CO | VRT | COM CL A | $305,021,020 | 911,000 | SH | Call |
| TERAWULF INC | WULF | COM | $302,899,435 | 12,263,135 | SH | None |
| EMCOR GROUP INC | EME | COM | $290,424,805 | 349,960 | SH | None |
| ASTERA LABS INC | ALAB | COM | $274,507,994 | 568,316 | SH | None |
| CIPHER DIGITAL INC | CIFR | COM | $272,572,129 | 11,125,393 | SH | None |
| BROADCOM INC | AVGO | COM | $247,426,250 | 655,000 | SH | Call |
| EQT CORP | EQT | COM | $245,373,914 | 4,614,894 | SH | None |
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $241,933,562 | 1,094,722 | SH | None |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $236,333,572 | 1,595,124 | SH | None |
| CORE SCIENTIFIC INC NEW | CORZ | COM | $235,115,725 | 9,187,797 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $231,292,375 | 837,500 | SH | Call |
| ZOOM COMMUNICATIONS INC | ZM | CL A | $224,466,417 | 2,600,700 | SH | Call |
| APPLIED DIGITAL CORP | APLD | COM NEW | $206,866,919 | 5,546,030 | SH | None |
| MICROSOFT CORP | MSFT | COM | $201,020,478 | 538,900 | SH | Put |
| ECHOSTAR CORP | ECHO | CL A | $193,409,773 | 1,905,515 | SH | None |
| FORGENT POWER SOLUTIONS INC | FPS | COM SHS CL A | $176,440,625 | 3,158,622 | SH | None |
| SANDISK CORP | SNDK | COM | $171,211,869 | 75,300 | SH | Call |
| HUT 8 CORP | HUT | COM | $166,280,282 | 1,440,342 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $160,225,869 | 800,769 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 64 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.