13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0001085146-23-001820
Total Value
$282.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 416,306 | $43.2M | 15.29% |
| 2 | NVIDIA CORPORATION | NVDA | 151,116 | $42.0M | 14.86% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 402,874 | $37.5M | 13.27% |
| 4 | MICROSOFT CORP | MSFT | 119,706 | $34.5M | 12.22% |
| 5 | ASML HOLDING N V | ASMLF | 26,582 | $18.1M | 6.41% |
| 6 | ARISTA NETWORKS INC | ANET | 97,705 | $16.4M | 5.81% |
| 7 | APPLIED MATLS INC | 038222105 | 122,194 | $15.0M | 5.31% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 70,122 | $14.7M | 5.22% |
| 9 | MICRON TECHNOLOGY INC | MU | 207,142 | $12.5M | 4.43% |
| 10 | KLA CORP | KLAC | 28,751 | $11.5M | 4.06% |
| 11 | INTEL CORP | INTC | 323,096 | $10.6M | 3.74% |
| 12 | AMAZON COM INC | AMZN | 72,905 | $7.5M | 2.67% |
| 13 | LAM RESEARCH CORP | LRCX | 13,099 | $6.9M | 2.46% |
| 14 | SYNOPSYS INC | SNPS | 11,088 | $4.3M | 1.52% |
| 15 | GENERAL MTRS CO | 37045V100 | 69,242 | $2.5M | 0.90% |
| 16 | GLOBALFOUNDRIES INC | GFS | 34,066 | $2.5M | 0.87% |
| 17 | RAMBUS INC DEL | RMBS | 42,790 | $2.2M | 0.78% |
| 18 | ONTO INNOVATION INC | ONTO | 5,848 | $513,922 | 0.18% |
| 19 | AURORA INNOVATION INC | AUROW | 58,267 | $80,991 | 0.03% |