Value Aligned Research Advisors, LLC Q2 2023 Filing
Filed August 3, 2023
Portfolio Value
$319.7T
Holdings
16
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXEURLAM RESEARCH CORP | 63,182 | $40.6M | 0.00% | |
| 2 | AMATAPPLIED MATLS INC | 251,235 | $36.3M | 0.00% | |
| 3 | INTCINTEL CORP | 1,061,317 | $35.5M | 0.00% | |
| 4 | MUMICRON TECHNOLOGY INC | 499,270 | $31.5M | 0.00% | |
| 5 | CDNSCADENCE DESIGN SYSTEM INC | 134,170 | $31.5M | 0.00% | |
| 6 | ANETEURARISTA NETWORKS INC | 176,859 | $28.7M | 0.00% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 239,734 | $27.3M | 0.00% | |
| 8 | SNPSSYNOPSYS INC | 49,735 | $21.7M | 0.00% | |
| 9 | KLACKLA CORP | 39,857 | $19.3M | 0.00% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 269,126 | $16.1M | 0.00% | |
| 11 | GMGENERAL MTRS CO | 416,076 | $16.0M | 0.00% | |
| 12 | GFSGLOBALFOUNDRIES INC | 106,244 | $6.9M | 0.00% | |
| 13 | RMBS*RAMBUS INC DEL | 62,790 | $4.0M | 0.00% | |
| 14 | VRTVERTIV HOLDINGS CO | 109,744 | $2.7M | 0.00% | |
| 15 | ONTOONTO INNOVATION INC | 11,850 | $1.4M | 0.00% | |
| 16 | AURAURORA INNOVATION INC | 92,302 | $271K | 0.00% |