Value Aligned Research Advisors, LLC Q1 2024 Filing
Filed April 26, 2024
Portfolio Value
$507.0T
Holdings
19
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 445,458 | $80.4M | 0.00% | |
| 2 | SMCIUSDSUPER MICRO COMPUTER INC | 54,841 | $55.4M | 0.00% | |
| 3 | LRCXEURLAM RESEARCH CORP | 54,631 | $53.1M | 0.00% | |
| 4 | AMATAPPLIED MATLS INC | 257,130 | $53.0M | 0.00% | |
| 5 | CDNSCADENCE DESIGN SYSTEM INC | 129,166 | $40.2M | 0.00% | |
| 6 | INTCINTEL CORP | 809,540 | $35.8M | 0.00% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 457,317 | $32.4M | 0.00% | |
| 8 | ANETEURARISTA NETWORKS INC | 103,690 | $30.1M | 0.00% | |
| 9 | KLACKLA CORP | 43,025 | $30.1M | 0.00% | |
| 10 | SNPSSYNOPSYS INC | 49,072 | $28.0M | 0.00% | |
| 11 | VRTVERTIV HOLDINGS CO | 227,956 | $18.6M | 0.00% | |
| 12 | MUMICRON TECHNOLOGY INC | 128,501 | $15.1M | 0.00% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 14,222 | $9.6M | 0.00% | |
| 14 | ONTOONTO INNOVATION INC | 48,667 | $8.8M | 0.00% | |
| 15 | COHRCOHERENT CORP | 137,430 | $8.3M | 0.00% | |
| 16 | FNFABRINET | 13,848 | $2.6M | 0.00% | |
| 17 | CAMTCAMTEK LTD | 28,690 | $2.4M | 0.00% | |
| 18 | ALABASTERA LABS INC | 25,426 | $1.9M | 0.00% | |
| 19 | TERTERADYNE INC | 9,660 | $1.1M | 0.00% |