Value Aligned Research Advisors, LLC Q1 2023 Filing
Filed April 24, 2023
Portfolio Value
$282.5T
Holdings
19
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 416,306 | $43.2M | 0.00% | |
| 2 | NVDANVIDIA CORPORATION | 151,116 | $42.0M | 0.00% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 402,874 | $37.5M | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 119,706 | $34.5M | 0.00% | |
| 5 | ASMLASML HOLDING N V | 26,582 | $18.1M | 0.00% | |
| 6 | ANETEURARISTA NETWORKS INC | 97,705 | $16.4M | 0.00% | |
| 7 | AMATAPPLIED MATLS INC | 122,194 | $15.0M | 0.00% | |
| 8 | CDNSCADENCE DESIGN SYSTEM INC | 70,122 | $14.7M | 0.00% | |
| 9 | MUMICRON TECHNOLOGY INC | 207,142 | $12.5M | 0.00% | |
| 10 | KLACKLA CORP | 28,751 | $11.5M | 0.00% | |
| 11 | INTCINTEL CORP | 323,096 | $10.6M | 0.00% | |
| 12 | AMZNAMAZON COM INC | 72,905 | $7.5M | 0.00% | |
| 13 | LRCXEURLAM RESEARCH CORP | 13,099 | $6.9M | 0.00% | |
| 14 | SNPSSYNOPSYS INC | 11,088 | $4.3M | 0.00% | |
| 15 | GMGENERAL MTRS CO | 69,242 | $2.5M | 0.00% | |
| 16 | GFSGLOBALFOUNDRIES INC | 34,066 | $2.5M | 0.00% | |
| 17 | RMBS*RAMBUS INC DEL | 42,790 | $2.2M | 0.00% | |
| 18 | ONTOONTO INNOVATION INC | 5,848 | $513K | 0.00% | |
| 19 | AURAURORA INNOVATION INC | 58,267 | $80K | 0.00% |