Value Aligned Research Advisors, LLC

Position in STX — Seagate Technology Holdings plc

CIK 1963565 PRINCETON, NJ

Back to STX Full portfolio

Position in STX

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$358,326,026

+$323,549,227 QoQ

Shares Held

914,657

+624.3% QoQ

Ownership

0.408%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in STX Over Time

Shares Held

Position Value (USD)

Derivatives in STX

reported options exposure · as of Mar 31, 2026

CallValue

$39,176

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Mar 31, 2026

Value Aligned Research Advisors, LLC holds $775,566,453 across 3 Computer Hardware names. STX ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc This page	914,657	$358,326,026
2	WDC	Western Digital Corp	1,295,439	$350,403,295
3	SNDK	Sandisk Corp	105,199	$66,837,132

All Filings in STX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$358,326,026	914,657	+914557.0%	Shares	Sole	2026-05-18
2026-03-31	$39,176	100	-99.9%	Call	Sole	2026-05-18
2025-12-31	$34,776,799	126,282	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.