13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001085146-23-004189
Total Value
$317.4M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 66,424 | $41.6M | 13.12% |
| 2 | APPLIED MATLS INC | 038222105 | 266,901 | $37.0M | 11.64% |
| 3 | ARISTA NETWORKS INC | ANET | 200,180 | $36.8M | 11.60% |
| 4 | CADENCE DESIGN SYSTEM INC | CDNS | 134,170 | $31.4M | 9.91% |
| 5 | INTEL CORP | INTC | 880,322 | $31.3M | 9.86% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 262,718 | $27.0M | 8.51% |
| 7 | SYNOPSYS INC | SNPS | 49,735 | $22.8M | 7.19% |
| 8 | KLA CORP | KLAC | 45,005 | $20.6M | 6.50% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 355,480 | $19.2M | 6.06% |
| 10 | GENERAL MTRS CO | 37045V100 | 406,456 | $13.4M | 4.22% |
| 11 | MICRON TECHNOLOGY INC | MU | 151,603 | $10.3M | 3.25% |
| 12 | VERTIV HOLDINGS CO | VRT | 203,882 | $7.6M | 2.39% |
| 13 | MONOLITHIC PWR SYS INC | 609839105 | 13,663 | $6.3M | 1.99% |
| 14 | GLOBALFOUNDRIES INC | GFS | 79,174 | $4.6M | 1.45% |
| 15 | RAMBUS INC DEL | RMBS | 62,790 | $3.5M | 1.10% |
| 16 | ONTO INNOVATION INC | ONTO | 16,378 | $2.1M | 0.66% |
| 17 | COHERENT CORP | COHR | 35,452 | $1.2M | 0.36% |
| 18 | FABRINET | FN | 1,858 | $309,580 | 0.10% |
| 19 | AURORA INNOVATION INC | AUROW | 92,302 | $216,910 | 0.07% |