Value Aligned Research Advisors, LLC Q2 2024 Filing
Filed August 9, 2024
Portfolio Value
$456.6T
Holdings
20
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 129,658 | $557.0M | 0.00% | Call |
| 2 | AMATAPPLIED MATLS INC | 259,008 | $60.9M | 0.00% | Call |
| 3 | LRCXEURLAM RESEARCH CORP | 54,994 | $58.4M | 0.00% | Call |
| 4 | MRVLMARVELL TECHNOLOGY INC | 783,225 | $54.7M | 0.00% | |
| 5 | ONTOONTO INNOVATION INC | 217,014 | $47.6M | 0.00% | |
| 6 | VRTVERTIV HOLDINGS CO | 452,230 | $39.1M | 0.00% | Call |
| 7 | SMCIUSDSUPER MICRO COMPUTER INC | 43,864 | $35.9M | 0.00% | |
| 8 | ANETEURARISTA NETWORKS INC | 98,349 | $34.5M | 0.00% | |
| 9 | COHRCOHERENT CORP | 348,906 | $25.3M | 0.00% | Call |
| 10 | CAMTCAMTEK LTD | 195,608 | $24.5M | 0.00% | |
| 11 | FNFABRINET | 67,106 | $16.4M | 0.00% | |
| 12 | ALABASTERA LABS INC | 250,091 | $15.1M | 0.00% | Call |
| 13 | MPWRMONOLITHIC PWR SYS INC | 14,233 | $11.7M | 0.00% | |
| 14 | KLACKLA CORP | 8,879 | $7.3M | 0.00% | |
| 15 | CLSCELESTICA INC | 69,856 | $4.0M | 0.00% | Call |
| 16 | NVDANVIDIA CORPORATION | 21,794 | $2.2M | 0.00% | Call |
| 17 | AVGOBROADCOM INC | 645 | $579K | 0.00% | Call |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,208 | $544K | 0.00% | Call |
| 19 | MSFTMICROSOFT CORP | 3,190 | $424K | 0.00% | Call |
| 20 | GOOGALPHABET INC | 1,770 | $324K | 0.00% |