Value Aligned Research Advisors, LLC activity
Every position Ben Hoskin opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
13
Add
24
Reduce
15
Exit
7
59 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CBRS | New | 0% to 0.60% | $242M | Q1→Q2 |
| SATS | New | 0% to 0.48% | $193M | Q1→Q2 |
| FPS | New | 0% to 0.44% | $176M | Q1→Q2 |
| SPCX | New | 0% to 0.25% | $101M | Q1→Q2 |
| AMD | New | 0% to 0.23% | $90M | Q1→Q2 |
| CRDO | New | 0% to 0.23% | $92M | Q1→Q2 |
| FRVO | New | 0% to 0.16% | $63M | Q1→Q2 |
| INIO | New | 0% to 0.13% | $54M | Q1→Q2 |
| BW | New | 0% to 0.08% | $32M | Q1→Q2 |
| KEEL | New | 0% to 0.07% | $30M | Q1→Q2 |
| EROC | New | 0% to 0.05% | $20M | Q1→Q2 |
| FRMI | New | 0% to 0.03% | $13M | Q1→Q2 |
| META | New | 0% to <0.01% | $70K | Q1→Q2 |
| FCX | Exit | 1.3% to 0% | $260M | Q1→Q2 |
| KLAC | Exit | 1.0% to 0% | $211M | Q1→Q2 |
| SNOW | Exit | 0.35% to 0% | $73M | Q1→Q2 |
| SEI | Exit | 0.24% to 0% | $51M | Q1→Q2 |
| TSEM | Exit | 0.23% to 0% | $47M | Q1→Q2 |
| LBRT | Exit | 0.18% to 0% | $36M | Q1→Q2 |
| BITF | Exit | 0.07% to 0% | $15M | Q1→Q2 |
| INTC | Add | 0.11% to 2.2% | +1159.7% sh | Q1→Q2 |
| MU | Add | 0.36% to 2.1% | +235.0% sh | Q1→Q2 |
| SNDK | Add | 0.32% to 1.8% | +196.4% sh | Q1→Q2 |
| NBIS | Add | 2.9% to 4.2% | +5.0% sh | Q1→Q2 |
| BE | Add | 3.0% to 4.2% | +21.8% sh | Q1→Q2 |
| TSM | Add | <0.01% to 1.2% | +148058.8% sh | Q1→Q2 |
| AMZN | Add | <0.01% to 0.97% | +32926.5% sh | Q1→Q2 |
| EQT | Add | 1.3% to 0.61% | +10.2% sh | Q1→Q2 |
| CLS | Add | 2.0% to 1.4% | +5.7% sh | Q1→Q2 |
| CRWV | Add | 3.1% to 2.7% | +31.5% sh | Q1→Q2 |
| FTAI | Add | 1.3% to 0.94% | +30.1% sh | Q1→Q2 |
| GOOGL | Add | 0.02% to 0.33% | +3119.5% sh | Q1→Q2 |
| AVGO | Add | 0.07% to 0.38% | +733.4% sh | Q1→Q2 |
| FIX | Add | 1.4% to 1.2% | +14.0% sh | Q1→Q2 |
| WULF | Add | 0.55% to 0.76% | +56.3% sh | Q1→Q2 |
| IREN | Add | 0.79% to 0.97% | +77.6% sh | Q1→Q2 |
| ACMR | Add | 0.18% to 0.33% | +10.3% sh | Q1→Q2 |
| AAOI | Add | 0.52% to 0.59% | +25.8% sh | Q1→Q2 |
| EME | Add | 0.80% to 0.72% | +56.6% sh | Q1→Q2 |
| LGN | Add | 0.08% to 0.15% | +124.6% sh | Q1→Q2 |
| BTDR | Add | 0.17% to 0.21% | +28.6% sh | Q1→Q2 |
| CORZ | Add | 0.56% to 0.59% | +19.0% sh | Q1→Q2 |
| BKV | Add | 0.04% to 0.05% | +110.5% sh | Q1→Q2 |
| CIFR | Add | 0.68% to 0.68% | +1.1% sh | Q1→Q2 |
| LITE | Reduce | 3.6% to 1.6% | −30.5% sh | Q1→Q2 |
| COHR | Reduce | 1.5% to 0.31% | −75.2% sh | Q1→Q2 |
| VRT | Reduce | 2.4% to 1.2% | −25.9% sh | Q1→Q2 |
| AMAT | Reduce | 1.2% to 0.13% | −90.5% sh | Q1→Q2 |
| LRCX | Reduce | 1.1% to 0.13% | −89.0% sh | Q1→Q2 |
| NVDA | Reduce | 0.72% to 0.40% | −6.2% sh | Q1→Q2 |
| APLD | Reduce | 0.76% to 0.52% | −16.8% sh | Q1→Q2 |
| HUT | Reduce | 0.65% to 0.41% | −50.0% sh | Q1→Q2 |
| WDC | Reduce | 1.7% to 1.6% | −23.7% sh | Q1→Q2 |
| TLN | Reduce | 0.11% to 0.02% | −74.6% sh | Q1→Q2 |
| TAC | Reduce | 0.16% to 0.07% | −17.6% sh | Q1→Q2 |
| RIOT | Reduce | 0.31% to 0.22% | −36.4% sh | Q1→Q2 |
| STRL | Reduce | 0.18% to 0.15% | −18.0% sh | Q1→Q2 |
| TSSI | Reduce | 0.03% to 0.01% | −43.2% sh | Q1→Q2 |
| STX | Reduce | 1.7% to 1.7% | −22.4% sh | Q1→Q2 |