Value Aligned Research Advisors, LLC Q3 2023 Filing
Filed November 8, 2023
Portfolio Value
$317.4T
Holdings
19
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXEURLAM RESEARCH CORP | 66,424 | $41.6M | 0.00% | |
| 2 | AMATAPPLIED MATLS INC | 266,901 | $37.0M | 0.00% | |
| 3 | ANETEURARISTA NETWORKS INC | 200,180 | $36.8M | 0.00% | |
| 4 | CDNSCADENCE DESIGN SYSTEM INC | 134,170 | $31.4M | 0.00% | |
| 5 | INTCINTEL CORP | 880,322 | $31.3M | 0.00% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 262,718 | $27.0M | 0.00% | |
| 7 | SNPSSYNOPSYS INC | 49,735 | $22.8M | 0.00% | |
| 8 | KLACKLA CORP | 45,005 | $20.6M | 0.00% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 355,480 | $19.2M | 0.00% | |
| 10 | GMGENERAL MTRS CO | 406,456 | $13.4M | 0.00% | |
| 11 | MUMICRON TECHNOLOGY INC | 151,603 | $10.3M | 0.00% | |
| 12 | VRTVERTIV HOLDINGS CO | 203,882 | $7.6M | 0.00% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 13,663 | $6.3M | 0.00% | |
| 14 | GFSGLOBALFOUNDRIES INC | 79,174 | $4.6M | 0.00% | |
| 15 | RMBS*RAMBUS INC DEL | 62,790 | $3.5M | 0.00% | |
| 16 | ONTOONTO INNOVATION INC | 16,378 | $2.1M | 0.00% | |
| 17 | COHRCOHERENT CORP | 35,452 | $1.2M | 0.00% | |
| 18 | FNFABRINET | 1,858 | $309K | 0.00% | |
| 19 | AURAURORA INNOVATION INC | 92,302 | $216K | 0.00% |