13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q1 2023 · Filed January 30, 2023 · Accession 0001085146-23-000432
Total Value
$220.6M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 516,372 | $45.6M | 20.65% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 401,832 | $29.9M | 13.57% |
| 3 | ASML HOLDING N V | ASMLF | 26,582 | $14.5M | 6.58% |
| 4 | MICROSOFT CORP | MSFT | 58,374 | $14.0M | 6.35% |
| 5 | NVIDIA CORPORATION | NVDA | 93,264 | $13.6M | 6.18% |
| 6 | APPLIED MATLS INC | 038222105 | 122,194 | $11.9M | 5.39% |
| 7 | ARISTA NETWORKS INC | ANET | 97,705 | $11.9M | 5.37% |
| 8 | MICRON TECHNOLOGY INC | MU | 232,563 | $11.6M | 5.27% |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 71,421 | $11.5M | 5.20% |
| 10 | KLA CORP | KLAC | 28,751 | $10.8M | 4.91% |
| 11 | INTEL CORP | INTC | 401,339 | $10.6M | 4.81% |
| 12 | SYNOPSYS INC | SNPS | 32,675 | $10.4M | 4.73% |
| 13 | AMAZON COM INC | AMZN | 89,841 | $7.5M | 3.42% |
| 14 | LAM RESEARCH CORP | LRCX | 13,099 | $5.5M | 2.50% |
| 15 | GENERAL MTRS CO | 37045V100 | 87,509 | $2.9M | 1.33% |
| 16 | GLOBALFOUNDRIES INC | GFS | 34,066 | $1.8M | 0.83% |
| 17 | RAMBUS INC DEL | RMBS | 42,790 | $1.5M | 0.69% |
| 18 | GITLAB INC | GTLB | 26,637 | $1.2M | 0.55% |
| 19 | JUNIPER NETWORKS INC | 48203R104 | 35,954 | $1.1M | 0.52% |
| 20 | EQUINIX INC | EQIX | 1,579 | $1.0M | 0.47% |
| 21 | WESTERN DIGITAL CORP. | WDC | 22,217 | $700,946 | 0.32% |
| 22 | ONTO INNOVATION INC | ONTO | 5,848 | $398,190 | 0.18% |
| 23 | DIGITAL RLTY TR INC | 253868103 | 3,046 | $305,422 | 0.14% |
| 24 | AURORA INNOVATION INC | AUROW | 58,267 | $70,503 | 0.03% |