Value Aligned Research Advisors, LLC Q4 2023 Filing
Filed January 19, 2024
Portfolio Value
$395.7T
Holdings
19
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 361,563 | $53.3T | 13.47% | |
| 2 | LRCXEURLAM RESEARCH CORP | 59,571 | $46.7T | 11.79% | |
| 3 | ANETEURARISTA NETWORKS INC | 196,916 | $46.4T | 11.72% | |
| 4 | AMATAPPLIED MATLS INC | 257,130 | $41.7T | 10.53% | |
| 5 | INTCINTEL CORP | 809,540 | $40.7T | 10.28% | |
| 6 | CDNSCADENCE DESIGN SYSTEM INC | 129,166 | $35.2T | 8.89% | |
| 7 | KLACKLA CORP | 45,331 | $26.4T | 6.66% | |
| 8 | SNPSSYNOPSYS INC | 49,072 | $25.3T | 6.39% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 387,241 | $23.4T | 5.90% | |
| 10 | SMCIUSDSUPER MICRO COMPUTER INC | 52,690 | $15.0T | 3.79% | |
| 11 | MUMICRON TECHNOLOGY INC | 128,501 | $11.0T | 2.77% | |
| 12 | VRTVERTIV HOLDINGS CO | 203,882 | $9.8T | 2.47% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 14,222 | $9.0T | 2.27% | |
| 14 | ONTOONTO INNOVATION INC | 26,813 | $4.1T | 1.04% | |
| 15 | COHRCOHERENT CORP | 77,579 | $3.4T | 0.85% | |
| 16 | TERTERADYNE INC | 27,473 | $3.0T | 0.75% | |
| 17 | CAMTCAMTEK LTD | 10,829 | $751.3B | 0.19% | |
| 18 | FNFABRINET | 2,679 | $509.9B | 0.13% | |
| 19 | AURAURORA INNOVATION INC | 92,302 | $403.4B | 0.10% |