Value Aligned Research Advisors, LLC
Position in STX — Seagate Technology Holdings plc
CIK 1963565
PRINCETON, NJ
Position in STX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$684,529,505
+$326,203,479 QoQ
Shares Held
709,357
-22.4% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Derivatives in STX
reported options exposure · as of Jun 30, 2026CallValue
$96,500
CallShares
100
PutValue
$0
PutShares
0
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 Jun 30, 2026Value Aligned Research Advisors, LLC holds $2,024,766,961 across 3 Computer Hardware names. STX ranks #2 (33.8% of the industry book) .
All Filings in STX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,529,505 | 709,357 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $96,500 | 100 | Call | Sole | 2026-08-17 | |
| 2026-03-31 | $358,326,026 | 914,657 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $39,176 | 100 | 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. | ||||||