Manager activity
Value Aligned Research Advisors, LLC
Ben Hoskin
New
13
Add
24
Reduce
15
Exit
7
59 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| CBRS | New | +0.60 pp | opened 0.60% | Q1→Q2 |
| SATS | New | +0.48 pp | opened 0.48% | Q1→Q2 |
| FPS | New | +0.44 pp | opened 0.44% | Q1→Q2 |
| SPCX | New | +0.25 pp | opened 0.25% | Q1→Q2 |
| AMD | New | +0.23 pp | opened 0.23% | Q1→Q2 |
| CRDO | New | +0.23 pp | opened 0.23% | Q1→Q2 |
| FRVO | New | +0.16 pp | opened 0.16% | Q1→Q2 |
| INIO | New | +0.13 pp | opened 0.13% | Q1→Q2 |
| BW | New | +0.08 pp | opened 0.08% | Q1→Q2 |
| KEEL | New | +0.07 pp | opened 0.07% | Q1→Q2 |
| EROC | New | +0.05 pp | opened 0.05% | Q1→Q2 |
| FRMI | New | +0.03 pp | opened 0.03% | Q1→Q2 |
| META | New | 0.00 pp | opened <0.01% | Q1→Q2 |
| FCX | Exit | −1.26 pp | was 1.3% | Q1→Q2 |
| KLAC | Exit | −1.02 pp | was 1.0% | Q1→Q2 |
| SNOW | Exit | −0.35 pp | was 0.35% | Q1→Q2 |
| SEI | Exit | −0.24 pp | was 0.24% | Q1→Q2 |
| TSEM | Exit | −0.23 pp | was 0.23% | Q1→Q2 |
| LBRT | Exit | −0.18 pp | was 0.18% | Q1→Q2 |
| BITF | Exit | −0.07 pp | was 0.07% | Q1→Q2 |
| INTC | Add | +2.10 pp | +1159.7% sh | Q1→Q2 |
| MU | Add | +1.75 pp | +235.0% sh | Q1→Q2 |
| SNDK | Add | +1.44 pp | +196.4% sh | Q1→Q2 |
| NBIS | Add | +1.29 pp | +5.0% sh | Q1→Q2 |
| BE | Add | +1.22 pp | +21.8% sh | Q1→Q2 |
| TSM | Add | +1.20 pp | +148058.8% sh | Q1→Q2 |
| AMZN | Add | +0.96 pp | +32926.5% sh | Q1→Q2 |
| EQT | Add | −0.68 pp | +10.2% sh | Q1→Q2 |
| CLS | Add | −0.60 pp | +5.7% sh | Q1→Q2 |
| CRWV | Add | −0.40 pp | +31.5% sh | Q1→Q2 |
| FTAI | Add | −0.33 pp | +30.1% sh | Q1→Q2 |
| GOOGL | Add | +0.31 pp | +3119.5% sh | Q1→Q2 |
| AVGO | Add | +0.31 pp | +733.4% sh | Q1→Q2 |
| FIX | Add | −0.22 pp | +14.0% sh | Q1→Q2 |
| WULF | Add | +0.21 pp | +56.3% sh | Q1→Q2 |
| IREN | Add | +0.18 pp | +77.6% sh | Q1→Q2 |
| ACMR | Add | +0.15 pp | +10.3% sh | Q1→Q2 |
| AAOI | Add | +0.07 pp | +25.8% sh | Q1→Q2 |
| EME | Add | −0.07 pp | +56.6% sh | Q1→Q2 |
| LGN | Add | +0.06 pp | +124.6% sh | Q1→Q2 |
| BTDR | Add | +0.04 pp | +28.6% sh | Q1→Q2 |
| CORZ | Add | +0.03 pp | +19.0% sh | Q1→Q2 |
| BKV | Add | 0.00 pp | +110.5% sh | Q1→Q2 |
| CIFR | Add | 0.00 pp | +1.1% sh | Q1→Q2 |
| LITE | Reduce | −2.02 pp | −30.5% sh | Q1→Q2 |
| COHR | Reduce | −1.16 pp | −75.2% sh | Q1→Q2 |
| VRT | Reduce | −1.15 pp | −25.9% sh | Q1→Q2 |
| AMAT | Reduce | −1.08 pp | −90.5% sh | Q1→Q2 |
| LRCX | Reduce | −1.00 pp | −89.0% sh | Q1→Q2 |
| NVDA | Reduce | −0.32 pp | −6.2% sh | Q1→Q2 |
| APLD | Reduce | −0.25 pp | −16.8% sh | Q1→Q2 |
| HUT | Reduce | −0.24 pp | −50.0% sh | Q1→Q2 |
| WDC | Reduce | −0.12 pp | −23.7% sh | Q1→Q2 |
| TLN | Reduce | −0.09 pp | −74.6% sh | Q1→Q2 |
| TAC | Reduce | −0.09 pp | −17.6% sh | Q1→Q2 |
| RIOT | Reduce | −0.08 pp | −36.4% sh | Q1→Q2 |
| STRL | Reduce | −0.02 pp | −18.0% sh | Q1→Q2 |
| TSSI | Reduce | −0.02 pp | −43.2% sh | Q1→Q2 |
| STX | Reduce | −0.02 pp | −22.4% sh | Q1→Q2 |