Question 1

Does Value Aligned Research Advisors own NVDA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Value Aligned Research Advisors holds 800,769 shares of NVDA (NVIDIA), worth $160.2M.

Question 2

How many shares of NVDA does Value Aligned Research Advisors own?

Accepted Answer

As of its Q2 2026 13F, Value Aligned Research Advisors holds 800,769 shares of NVDA (NVIDIA).

Question 3

What is Value Aligned Research Advisors' NVDA position worth?

Accepted Answer

As of its Q2 2026 13F, Value Aligned Research Advisors' NVDA position is worth $160.2M.

Question 4

Is Value Aligned Research Advisors buying or selling NVDA?

Accepted Answer

In Q2 2026, Value Aligned Research Advisors reduced its NVDA position by 52,927 shares (-6.2%).

Question 5

When did Value Aligned Research Advisors first buy NVDA?

Accepted Answer

Value Aligned Research Advisors already held NVDA in its Q4 2022 13F, the earliest on record, and has listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	800,769	-6.2%	$160.2M	0.4%	$199.87	0
2026-Q1	Increased	853,696	+777.8%	$148.9M	0.7%	$174.00	69
2025-Q4	Unchanged	97,259	0.0%	$18.1M	0.2%	$186.06	0
2025-Q3	Decreased	97,259	-26.0%	$18.1M	0.2%	$186.13	0
2025-Q2	Increased	131,430	+435.0%	$20.8M	0.4%	$157.60	56
2025-Q1	Increased	24,566	+90.1%	$2.7M	0.2%	$108.11	50
2024-Q4	Decreased	12,921	-70.0%	$1.7M	0.5%	$133.94	0
2024-Q3	Increased	43,003	+145.8%	$5.8M	1.5%	$121.12	70