Value Aligned Research Advisors, LLC Q3 2024 Filing
Filed November 8, 2024
Portfolio Value
$384.9T
Holdings
21
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 792,609 | $57.2M | 0.00% | |
| 2 | ONTOONTO INNOVATION INC | 243,027 | $50.4M | 0.00% | |
| 3 | AMATAPPLIED MATLS INC | 241,604 | $48.8M | 0.00% | |
| 4 | VRTVERTIV HOLDINGS CO | 455,728 | $45.4M | 0.00% | |
| 5 | LRCXEURLAM RESEARCH CORP | 50,614 | $41.3M | 0.00% | |
| 6 | ANETEURARISTA NETWORKS INC | 98,349 | $37.7M | 0.00% | |
| 7 | COHRCOHERENT CORP | 351,252 | $31.3M | 0.00% | |
| 8 | CAMTCAMTEK LTD | 213,770 | $17.1M | 0.00% | |
| 9 | SMCIUSDSUPER MICRO COMPUTER INC | 38,886 | $16.2M | 0.00% | |
| 10 | FNFABRINET | 67,767 | $16.0M | 0.00% | |
| 11 | KLACKLA CORP | 9,132 | $7.1M | 0.00% | |
| 12 | NVDANVIDIA CORPORATION | 43,003 | $5.8M | 0.00% | |
| 13 | CLSCELESTICA INC | 77,210 | $4.0M | 0.00% | |
| 14 | AVGOBROADCOM INC | 8,837 | $1.7M | 0.00% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,369 | $1.4M | 0.00% | |
| 16 | MSFTMICROSOFT CORP | 1,980 | $911K | 0.00% | |
| 17 | GOOGALPHABET INC | 4,308 | $720K | 0.00% | |
| 18 | CAMT 0 12/01/26CAMTEK LTD | 8,596 | $686K | 0.00% | |
| 19 | ASMLASML HOLDING N V | 559 | $504K | 0.00% | |
| 20 | SMTCSEMTECH CORP | 10,878 | $496K | 0.00% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 1,448 | $264K | 0.00% |