13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001085146-24-002050
Total Value
$507.0M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 445,458 | $80.4M | 15.86% |
| 2 | SUPER MICRO COMPUTER INC | SMCI | 54,841 | $55.4M | 10.93% |
| 3 | LAM RESEARCH CORP | LRCX | 54,631 | $53.1M | 10.47% |
| 4 | APPLIED MATLS INC | 038222105 | 257,130 | $53.0M | 10.46% |
| 5 | CADENCE DESIGN SYSTEM INC | CDNS | 129,166 | $40.2M | 7.93% |
| 6 | INTEL CORP | INTC | 809,540 | $35.8M | 7.05% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 457,317 | $32.4M | 6.39% |
| 8 | ARISTA NETWORKS INC | ANET | 103,690 | $30.1M | 5.93% |
| 9 | KLA CORP | KLAC | 43,025 | $30.1M | 5.93% |
| 10 | SYNOPSYS INC | SNPS | 49,072 | $28.0M | 5.53% |
| 11 | VERTIV HOLDINGS CO | VRT | 227,956 | $18.6M | 3.67% |
| 12 | MICRON TECHNOLOGY INC | MU | 128,501 | $15.1M | 2.99% |
| 13 | MONOLITHIC PWR SYS INC | 609839105 | 14,222 | $9.6M | 1.90% |
| 14 | ONTO INNOVATION INC | ONTO | 48,667 | $8.8M | 1.74% |
| 15 | COHERENT CORP | COHR | 137,430 | $8.3M | 1.64% |
| 16 | FABRINET | FN | 13,848 | $2.6M | 0.52% |
| 17 | CAMTEK LTD | CAMT | 28,690 | $2.4M | 0.47% |
| 18 | ASTERA LABS INC | ALAB | 25,426 | $1.9M | 0.37% |
| 19 | TERADYNE INC | TER | 9,660 | $1.1M | 0.21% |