Value Aligned Research Advisors, LLC Ben Hoskin
Princeton, NJ 17 processed 13Fs on this site, 2022 Q4 to 2026 Q2
- $40.1B 13F
- $16.7B Equity
- 59 holdings
- 2026 Q2
- +93.7% QoQ
13F value over time
Book
| GOOGL, Alphabet | Hold | 516,372 | $88.23 | $46M | |
| TSM, Taiwan Semiconductor | Hold | 401,832 | $74.49 | $30M | |
| ASML | Hold | 26,582 | $546.40 | $15M | |
| MSFT, Microsoft | Hold | 58,374 | $239.82 | $14M | |
| NVDA, Nvidia | Hold | 93,264 | $146.14 | $14M | |
| AMAT, Applied Materials | Hold | 122,194 | $97.38 | $12M | |
| ANET, Arista Networks | Hold | 97,705 | $121.35 | $12M | |
| MU, Micron Technology | Hold | 232,563 | $49.98 | $12M | |
| CDNS, Cadence Design Systems | Hold | 71,421 | $160.64 | $11M | |
| KLAC, KLA | Hold | 28,751 | $377.03 | $11M | |
| INTC, Intel | Hold | 401,339 | $26.43 | $11M | |
| SNPS, Synopsys | Hold | 32,675 | $319.29 | $10M | |
| AMZN, Amazon | Hold | 89,841 | $84.00 | $7.5M | |
| LRCX, Lam Research | Hold | 13,099 | $420.30 | $5.5M | |
| GM, General Motors | Hold | 87,509 | $33.64 | $2.9M | |
| GFS, Globalfoundries | Hold | 34,066 | $53.89 | $1.8M | |
| RMBS, Rambus | Hold | 42,790 | $35.82 | $1.5M | |
| GTLB, Gitlab | Hold | 26,637 | $45.44 | $1.2M | |
| Juniper Networks | Hold | 35,954 | $31.96 | $1.1M | |
| EQIX, Equinix | Hold | 1,579 | $655.03 | $1M | |
| WDC, Western Digital | Hold | 22,217 | $31.55 | $701K | |
| ONTO, Onto Innovation | Hold | 5,848 | $68.09 | $398K | |
| DLR, Digital Realty | Hold | 3,046 | $100.27 | $305K | |
| AUR, Aurora Innovation | Hold | 58,267 | $1.21 | $71K |
Filings history
15 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 123 | $40.1B | +93.7% | 13F-HR | 8/17/2026 | 000196356526000005 |
| 2026 Q1 | 107 | $20.7B | +108.2% | 13F-HR | 5/18/2026 | 000196356526000003 |
| 2025 Q4 | 86 | $9.9B | +45.7% | 13F-HR | 2/17/2026 | 000196356526000002 |
| 2025 Q3 | 81 | $8.2B | — | RESTATEMENT | 12/3/2025 | 000196356525000005 |
| 2025 Q3 | 80 | $6.8B | +44.2% | 13F-HR | 11/14/2025 | 000196356525000004 |
| 2025 Q2 | 72 | $4.7B | +245.1% | 13F-HR | 8/14/2025 | 000108514625005297 |
| 2025 Q1 | 61 | $1.4B | +274.9% | 13F-HR | 5/15/2025 | 000108514625003278 |
| 2024 Q4 | 47 | $366M | — | RESTATEMENT | 2/18/2025 | 000108514625001746 |
| 2024 Q4 | 47 | $366M | −4.9% | 13F-HR | 2/13/2025 | 000108514625001262 |
| 2024 Q3 | 21 | $385M | −15.8% | 13F-HR | 11/8/2024 | 000108514624005462 |
| 2024 Q2 | 31 | $457M | −9.9% | 13F-HR | 8/9/2024 | 000108514624003633 |
| 2024 Q1 | 19 | $507M | +28.0% | 13F-HR | 4/26/2024 | 000108514624002050 |
| 2023 Q4 | 19 | $396M | +24.9% | 13F-HR | 1/19/2024 | 000108514624000338 |
| 2023 Q3 | 19 | $317M | −0.9% | 13F-HR | 11/8/2023 | 000108514623004189 |
| 2023 Q2 | 16 | $320M | +13.5% | 13F-HR | 8/3/2023 | 000108514623003067 |
| 2023 Q1 | 19 | $282M | +27.6% | 13F-HR | 4/24/2023 | 000108514623001820 |
| 2022 Q4 | 24 | $221M | — | 13F-HR | 1/30/2023 | 000108514623000432 |
About
Value Aligned Research Advisors, LLC
17 processed 13Fs on this site, 2022 Q4 to 2026 Q2