13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001085146-23-003067
Total Value
$319.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 63,182 | $40.6M | 12.70% |
| 2 | APPLIED MATLS INC | 038222105 | 251,235 | $36.3M | 11.36% |
| 3 | INTEL CORP | INTC | 1,061,317 | $35.5M | 11.10% |
| 4 | MICRON TECHNOLOGY INC | MU | 499,270 | $31.5M | 9.85% |
| 5 | CADENCE DESIGN SYSTEM INC | CDNS | 134,170 | $31.5M | 9.84% |
| 6 | ARISTA NETWORKS INC | ANET | 176,859 | $28.7M | 8.96% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 239,734 | $27.3M | 8.54% |
| 8 | SYNOPSYS INC | SNPS | 49,735 | $21.7M | 6.77% |
| 9 | KLA CORP | KLAC | 39,857 | $19.3M | 6.05% |
| 10 | MARVELL TECHNOLOGY INC | MRVL | 269,126 | $16.1M | 5.03% |
| 11 | GENERAL MTRS CO | 37045V100 | 416,076 | $16.0M | 5.02% |
| 12 | GLOBALFOUNDRIES INC | GFS | 106,244 | $6.9M | 2.15% |
| 13 | RAMBUS INC DEL | RMBS | 62,790 | $4.0M | 1.26% |
| 14 | VERTIV HOLDINGS CO | VRT | 109,744 | $2.7M | 0.85% |
| 15 | ONTO INNOVATION INC | ONTO | 11,850 | $1.4M | 0.43% |
| 16 | AURORA INNOVATION INC | AUROW | 92,302 | $271,368 | 0.08% |