# EDGAR Filing Document

**Accession Number:** 0001963565
**File Stem:** 0001085146-25-005654
**Filing Date:** 2025-8
**Character Count:** 10122
**Document Hash:** 2ef6b95c7c0e0f57b9a303e6f431049e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005654.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005654

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Value Aligned Research Advisors, LLC
- **CENTRAL INDEX KEY:** 0001963565

**ORGANIZATION NAME:**
- **EIN:** 874771771
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22768
- **FILM NUMBER:** 251279497

**BUSINESS ADDRESS:**
- **STREET 1:** 51 PARK PLACE
- **CITY:** PRINCETON
- **STATE:** NJ
- **ZIP:** 08542
- **BUSINESS PHONE:** 609-933-2503

**MAIL ADDRESS:**
- **STREET 1:** 51 PARK PLACE
- **CITY:** PRINCETON
- **STATE:** NJ
- **ZIP:** 08542

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001963565

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Value Aligned Research Advisors, LLC

**Address:** 51 PARK PLACE, PRINCETON, NJ 08542

**Telephone number:** 609-608-9205

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-22768

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER            | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                      | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AMAZON.COM, INC.          | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           4060 |                0 | FOR         |                                     4060 | FOR                         |  |
| ASML HOLDINGS N.V.        | N07059210 | 04/23/2025     | Advisory vote on the remuneration report for the Board of Management and the Supervisory Board for the financial year 2024            | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| BLOOM ENERGY CORPORATION  | 093712107 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                   | SECTION 14A SAY-ON-PAY VOTES |        1576626 |                0 | FOR         |                                  1576626 | FOR                         |  |
| CAMTEK LTD.               | M20791105 | 09/25/2024     | Approval of Compensation to the Company's Chief Executive Officer.                                                                    | SECTION 14A SAY-ON-PAY VOTES |         209369 |                0 | FOR         |                                   209369 | FOR                         |  |
| CELESTICA INC.            | 15101Q207 | 06/17/2025     | Advisory vote to approve named executive officer compensation.                                                                        | SECTION 14A SAY-ON-PAY VOTES |         965604 |                0 | FOR         |                                   965604 | FOR                         |  |
| COHERENT CORP.            | 19247G107 | 11/14/2024     | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024.                               | SECTION 14A SAY-ON-PAY VOTES |         347767 |                0 | FOR         |                                   347767 | FOR                         |  |
| CONSTELLATION ENERGY CORP | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                       | SECTION 14A SAY-ON-PAY VOTES |         625782 |                0 | FOR         |                                   625782 | FOR                         |  |
| FABRINET                  | G3323L100 | 12/11/2025     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet's named executive officers.                               | SECTION 14A SAY-ON-PAY VOTES |          66877 |                0 | FOR         |                                    66877 | FOR                         |  |
| GE VERNOVA INC.           | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                         | SECTION 14A SAY-ON-PAY VOTES |         490447 |                0 | FOR         |                                   490447 | FOR                         |  |
| KLA CORPORATION           | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                 | SECTION 14A SAY-ON-PAY VOTES |           8856 |                0 | FOR         |                                     8856 | FOR                         |  |
| LAM RESEARCH CORPORATION  | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                           | SECTION 14A SAY-ON-PAY VOTES |          50614 |                0 | FOR         |                                    50614 | FOR                         |  |
| MARVELL TECHNOLOGY, INC.  | 573874104 | 06/20/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                               | SECTION 14A SAY-ON-PAY VOTES |         544394 |                0 | FOR         |                                   544394 | FOR                         |  |
| Micron                    | 595112103 | 01/16/2025     | THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                 | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| Nvidia Corporation        | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          88768 |                0 | FOR         |                                    88768 | FOR                         |  |
| ONTO INNOVATION INC.      | 683344105 | 05/21/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement. | SECTION 14A SAY-ON-PAY VOTES |         220510 |                0 | FOR         |                                   220510 | FOR                         |  |
| RIOT PLATFORMS, INC.      | 767292105 | 06/10/2025     | Approval, on a non-binding an advisory basis, of the compensation of the Company's Named Executive Officers.                          | SECTION 14A SAY-ON-PAY VOTES |          66972 |                0 | ABSTAIN     |                                    66972 | AGAINST                     |  |
| Talen Energy Corporation  | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                   | SECTION 14A SAY-ON-PAY VOTES |         346112 |                0 | FOR         |                                   346112 | FOR                         |  |
| TSSI, Inc                 | 87288V101 | 06/04/2025     | Approval of the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |         272534 |                0 | ABSTAIN     |                                   272534 | AGAINST                     |  |
| VERTIV HOLDINGS CO        | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.          | SECTION 14A SAY-ON-PAY VOTES |        1848830 |                0 | FOR         |                                  1848830 | FOR                         |  |
| VISTRA CORP.              | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers.                         | SECTION 14A SAY-ON-PAY VOTES |        1466495 |                0 | FOR         |                                  1466495 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Value Aligned Research Advisors, LLC

**By (Signature):** Ben Hoskin, CFA

**By (Printed Signature):** Ben Hoskin, CFA

**By (Title):** Managing Partner

**Date:** 08/29/2025