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| Value Aligned Research Advisors LLC
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|---|---|
| CRD # | 319135 |
| SEC # | 801-123703 |
| CIK # | 0001963565 |
| AUM | $9.1 B (2026-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 908-560-9207 |
| Address | |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001963565 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 3.4 | |
| Alphabet Inc | 2.3 | |
| Amazon Com Inc | 2.1 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | |
| Coreweave Inc | 0.8 | |
| Lumentum Holdings Inc | 0.7 | |
| Yandex NV | 0.6 | |
| Bloom Energy Corp | 0.6 | |
| GS Acquisition Holdings Corp | 0.6 | |
| Intel Corp | 0.6 | |
| Celestica Inc | 0.4 | |
| Broadcom Inc | 0.4 | |
| ASML Holding NV | 0.4 | |
| Oracle Corp | 0.4 | |
| Freeport McMoran Copper & Gold Inc | 0.4 | |
| Seagate Technology PLC | 0.4 | |
| Western Digital Corp | 0.4 | |
| EQT Corp | 0.3 | |
| Micron Technology Inc | 0.3 | |
| II-VI Inc | 0.3 | |
| Applied Materials Inc /DE | 0.3 | |
| Comfort Systems USA Inc | 0.3 | |
| Lam Research Corp | 0.3 | |
| Fortress Transportation & Infrastructure Investors LLC | 0.3 | |
| KLA Tencor Corp | 0.2 | |
| IRIS Energy Ltd | 0.2 | |
| Microsoft Corp | 0.2 | |
| Emcor Group Inc | 0.2 | |
| Applied Blockchain Inc | 0.2 | |
| Advanced Micro Devices Inc | 0.2 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | VAR AI Fund LP | [2025-03-19] | 2,834.6 | 5,190.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 5.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 9.1 |
| By Discretionary | ||
| Discretionary | 4 | 9.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 8.4 | |
| Total | 4 | 9.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Field | 38 | 3 | ||
| Benjamin Hoskin | 2 | 2 | ||
| Value Aligned Research Advisors LLC | 2 | 2 | ||
| VAR AI Fund GP LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963565] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dockside LLC
✚
|
NY | 9.6 |
|
Interval Partners LP
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|
NY | 9.4 |
|
Situational Awareness LP
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|
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9.3 | |
|
ITAU USA Asset Management Inc
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NY | 9.3 |
|
Napier Park Global Capital Ltd
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9.2 | |
|
Ellington Global Asset Management LLC
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CT | 9.2 |
|
JOHCM USA Inc
✚
|
MA | 9.0 |
|
Atreides Management LP
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MA | 8.9 |
|
Westport Capital Partners LLC
✚
|
CT | 8.9 |