Instuitional Investor - Value Aligned Research Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia CorpCALL	NVDA	2,134,800	$337,277,052	7.12%
2.	Taiwan Semiconductor Mfg Co LtdCALL	TSM	1,333,500	$302,024,415	6.38%
3.	Vistra Corp.	VST	1,368,338	$265,197,588	5.6%
4.	Intel CorpCALL	INTC	11,276,700	$252,598,080	5.34%
5.	Alphabet Inc.CALL	GOOGL	1,384,100	$243,919,943	5.15%