{
	"fund": "Value Aligned Research Advisors, LLC",
	"id": "US13F1963565",
	"url": "https://titelia.com/en/funds/US13F1963565",
	"manager": "",
	"filing": "13f",
	"currency": "USD",
	"net_assets": null,
	"as_of": "2026-03-31",
	"page": {
		"total": 44,
		"limit": 1000,
		"offset": 0,
		"more": false,
		"next": null,
		"previous": null
	},
	"holdings": [
		{
			"isin": "US55024U1097",
			"company": "Lumentum Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/lumentum-holdings-inc-US55024U1097",
			"country": "US",
			"shares": 1057260,
			"value": 743000038,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US21873S1087",
			"company": "CoreWeave Inc",
			"company_url": "https://titelia.com/en/stocks/coreweave-inc-US21873S1087",
			"country": "US",
			"shares": 8280763,
			"value": 641510710,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0937121079",
			"company": "Bloom Energy Corp",
			"company_url": "https://titelia.com/en/stocks/bloom-energy-corp-US0937121079",
			"country": "US",
			"shares": 4584731,
			"value": 621185203,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US92537N1081",
			"company": "Vertiv Holdings Co",
			"company_url": "https://titelia.com/en/stocks/vertiv-holdings-co-US92537N1081",
			"country": "US",
			"shares": 1939869,
			"value": 486092374,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US9581021055",
			"company": "Western Digital Corp",
			"company_url": "https://titelia.com/en/stocks/western-digital-corp-US9581021055",
			"country": "US",
			"shares": 1295439,
			"value": 350403295,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US19247G1076",
			"company": "Coherent Corp",
			"company_url": "https://titelia.com/en/stocks/coherent-corp-US19247G1076",
			"country": "US",
			"shares": 1285200,
			"value": 306147492,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US1999081045",
			"company": "Comfort Systems USA Inc",
			"company_url": "https://titelia.com/en/stocks/comfort-systems-usa-inc-US1999081045",
			"country": "US",
			"shares": 213637,
			"value": 294603287,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US26884L1098",
			"company": "EQT Corp",
			"company_url": "https://titelia.com/en/stocks/eqt-corp-US26884L1098",
			"country": "US",
			"shares": 4187988,
			"value": 266523556,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US35671D8570",
			"company": "Freeport-McMoRan Inc",
			"company_url": "https://titelia.com/en/stocks/freeport-mcmoran-inc-US35671D8570",
			"country": "US",
			"shares": 4421462,
			"value": 259893536,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0382221051",
			"company": "Applied Materials Inc",
			"company_url": "https://titelia.com/en/stocks/applied-materials-inc-US0382221051",
			"country": "US",
			"shares": 731704,
			"value": 250089110,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5128073062",
			"company": "Lam Research Corp",
			"company_url": "https://titelia.com/en/stocks/lam-research-corp-US5128073062",
			"country": "US",
			"shares": 1100556,
			"value": 235144795,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US4824801009",
			"company": "KLA Corp",
			"company_url": "https://titelia.com/en/stocks/kla-corp-US4824801009",
			"country": "US",
			"shares": 143401,
			"value": 211145066,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US29084Q1004",
			"company": "EMCOR Group Inc",
			"company_url": "https://titelia.com/en/stocks/emcor-group-inc-US29084Q1004",
			"country": "US",
			"shares": 223521,
			"value": 165027790,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0381692070",
			"company": "Applied Digital Corp",
			"company_url": "https://titelia.com/en/stocks/applied-digital-corp-US0381692070",
			"country": "US",
			"shares": 6668311,
			"value": 158305703,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US67066G1040",
			"company": "NVIDIA Corp",
			"company_url": "https://titelia.com/en/stocks/nvidia-corp-US67066G1040",
			"country": "US",
			"shares": 853696,
			"value": 148884582,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US17253J1060",
			"company": "Cipher Digital Inc",
			"company_url": "https://titelia.com/en/stocks/cipher-digital-inc-US17253J1060",
			"country": "US",
			"shares": 11001606,
			"value": 141590669,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US44812J1043",
			"company": "Hut 8 Corp",
			"company_url": "https://titelia.com/en/stocks/hut-8-corp-US44812J1043",
			"country": "US",
			"shares": 2882566,
			"value": 135221171,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US21874A1060",
			"company": "Core Scientific Inc",
			"company_url": "https://titelia.com/en/stocks/core-scientific-inc-US21874A1060",
			"country": "US",
			"shares": 7718962,
			"value": 115475672,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US88080T1043",
			"company": "Terawulf Inc",
			"company_url": "https://titelia.com/en/stocks/terawulf-inc-US88080T1043",
			"country": "US",
			"shares": 7848232,
			"value": 113249988,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US03823U1025",
			"company": "Applied Optoelectronics Inc",
			"company_url": "https://titelia.com/en/stocks/applied-optoelectronics-inc-US03823U1025",
			"country": "US",
			"shares": 1267938,
			"value": 107254875,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "USN070592100",
			"company": "ASML Holding NV",
			"company_url": "https://titelia.com/en/stocks/asml-holding-nv-USN070592100",
			"country": "NL",
			"shares": 70548,
			"value": 93181915,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5951121038",
			"company": "Micron Technology Inc",
			"company_url": "https://titelia.com/en/stocks/micron-technology-inc-US5951121038",
			"country": "US",
			"shares": 218808,
			"value": 73922095,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US8334451098",
			"company": "Snowflake Inc",
			"company_url": "https://titelia.com/en/stocks/snowflake-inc-US8334451098",
			"country": "US",
			"shares": 481340,
			"value": 72595699,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US80004C2008",
			"company": "Sandisk Corp/DE",
			"company_url": "https://titelia.com/en/stocks/sandisk-corp-de-US80004C2008",
			"country": "US",
			"shares": 105199,
			"value": 66837133,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US7672921050",
			"company": "Riot Platforms Inc",
			"company_url": "https://titelia.com/en/stocks/riot-platforms-inc-US7672921050",
			"country": "US",
			"shares": 5176918,
			"value": 63986706,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US04626A1034",
			"company": "Astera Labs Inc",
			"company_url": "https://titelia.com/en/stocks/astera-labs-inc-US04626A1034",
			"country": "US",
			"shares": 568316,
			"value": 62287434,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US83418M1036",
			"company": "Solaris Energy Infrastructure Inc",
			"company_url": "https://titelia.com/en/stocks/solaris-energy-infrastructure-inc-US83418M1036",
			"country": "US",
			"shares": 896985,
			"value": 50688622,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US36828A1016",
			"company": "GE Vernova Inc",
			"company_url": "https://titelia.com/en/stocks/ge-vernova-inc-US36828A1016",
			"country": "US",
			"shares": 44433,
			"value": 38785566,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US00108J1097",
			"company": "ACM Research Inc",
			"company_url": "https://titelia.com/en/stocks/acm-research-inc-US00108J1097",
			"country": "US",
			"shares": 955927,
			"value": 37615727,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US8592411016",
			"company": "Sterling Infrastructure Inc",
			"company_url": "https://titelia.com/en/stocks/sterling-infrastructure-inc-US8592411016",
			"country": "US",
			"shares": 89472,
			"value": 36439261,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US53115L1044",
			"company": "Liberty Energy Inc",
			"company_url": "https://titelia.com/en/stocks/liberty-energy-inc-US53115L1044",
			"country": "US",
			"shares": 1264006,
			"value": 36403373,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US87422Q1094",
			"company": "TALEN ENERGY CORP",
			"company_url": "https://titelia.com/en/stocks/talen-energy-corp-US87422Q1094",
			"country": "US",
			"shares": 69703,
			"value": 22251289,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US4581401001",
			"company": "Intel Corp",
			"company_url": "https://titelia.com/en/stocks/intel-corp-US4581401001",
			"country": "US",
			"shares": 503741,
			"value": 22230090,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US52476L1098",
			"company": "Legence Corp",
			"company_url": "https://titelia.com/en/stocks/legence-corp-US52476L1098",
			"country": "US",
			"shares": 308141,
			"value": 17397641,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US68389X1054",
			"company": "Oracle Corp",
			"company_url": "https://titelia.com/en/stocks/oracle-corp-US68389X1054",
			"country": "US",
			"shares": 115078,
			"value": 16929125,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US11135F1012",
			"company": "Broadcom Inc",
			"company_url": "https://titelia.com/en/stocks/broadcom-inc-US11135F1012",
			"country": "US",
			"shares": 48911,
			"value": 15138444,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US05603J1088",
			"company": "BKV Corp",
			"company_url": "https://titelia.com/en/stocks/bkv-corp-US05603J1088",
			"country": "US",
			"shares": 323051,
			"value": 9213415,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US87288V1017",
			"company": "TSS INC",
			"company_url": "https://titelia.com/en/stocks/tss-inc-US87288V1017",
			"country": "US",
			"shares": 460510,
			"value": 5991235,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US40609P1057",
			"company": "Hallador Energy Co",
			"company_url": "https://titelia.com/en/stocks/hallador-energy-co-US40609P1057",
			"country": "US",
			"shares": 320759,
			"value": 5221957,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US02079K3059",
			"company": "Alphabet Inc",
			"company_url": "https://titelia.com/en/stocks/alphabet-inc-US02079K3059",
			"country": "US",
			"shares": 11502,
			"value": 3307515,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US02079K1079",
			"company": "Alphabet Inc",
			"company_url": "https://titelia.com/en/stocks/alphabet-inc-US02079K1079",
			"country": "US",
			"shares": 4785,
			"value": 1372625,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0231351067",
			"company": "Amazon.com Inc",
			"company_url": "https://titelia.com/en/stocks/amazon-com-inc-US0231351067",
			"country": "US",
			"shares": 4922,
			"value": 1025105,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US8740391003",
			"company": "Taiwan Semiconductor Manufacturing Co Ltd",
			"company_url": "https://titelia.com/en/stocks/taiwan-semiconductor-manufacturing-co-ltd-US8740391003",
			"country": "TW",
			"shares": 680,
			"value": 229806,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5949181045",
			"company": "Microsoft Corp",
			"company_url": "https://titelia.com/en/stocks/microsoft-corp-US5949181045",
			"country": "US",
			"shares": 374,
			"value": 138444,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		}
	],
	"source": "Public filings of the fund regulators, republished by titelia",
	"served_by": {
		"name": "titelia",
		"url": "https://titelia.com/en/api"
	},
	"terms": "https://titelia.com/en/mentions",
	"documentation": "https://titelia.com/en/api"
}
