13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001085146-24-003633
Total Value
$456.6M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 257,908 | $60.9M | 13.33% |
| 2 | LAM RESEARCH CORP | LRCX | 54,794 | $58.3M | 12.78% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 783,225 | $54.7M | 11.99% |
| 4 | ONTO INNOVATION INC | ONTO | 217,014 | $47.6M | 10.44% |
| 5 | VERTIV HOLDINGS CO | VRT | 452,130 | $39.1M | 8.57% |
| 6 | SUPER MICRO COMPUTER INC | SMCI | 43,864 | $35.9M | 7.87% |
| 7 | ARISTA NETWORKS INC | ANET | 98,349 | $34.5M | 7.55% |
| 8 | COHERENT CORP | COHR | 348,506 | $25.3M | 5.53% |
| 9 | CAMTEK LTD | CAMT | 195,608 | $24.5M | 5.37% |
| 10 | MICRON TECHNOLOGY INC | MU | 129,558 | $17.0M | 3.73% |
| 11 | FABRINET | FN | 67,106 | $16.4M | 3.60% |
| 12 | ASTERA LABS INC | ALAB | 249,891 | $15.1M | 3.31% |
| 13 | MONOLITHIC PWR SYS INC | 609839105 | 14,233 | $11.7M | 2.56% |
| 14 | KLA CORP | KLAC | 8,879 | $7.3M | 1.60% |
| 15 | CELESTICA INC | CLS | 69,356 | $4.0M | 0.87% |
| 16 | NVIDIA CORPORATION | NVDA | 17,494 | $2.2M | 0.47% |
| 17 | BROADCOM INC | AVGO | 345 | $553,908 | 0.12% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,008 | $522,820 | 0.11% |
| 19 | MICROSOFT CORP | MSFT | 890 | $397,786 | 0.09% |
| 20 | ALPHABET INC | GOOG | 1,770 | $324,653 | 0.07% |
| 21 | NVIDIA CORPORATION | NVDA | 4,300 | $36,123 | 0.01% |
| 22 | MICROSOFT CORP | MSFT | 2,300 | $27,400 | 0.01% |
| 23 | BROADCOM INC | AVGO | 300 | $26,432 | 0.01% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,200 | $22,268 | 0.00% |
| 25 | APPLIED MATLS INC | 038222105 | 1,100 | $18,537 | 0.00% |
| 26 | LAM RESEARCH CORP | LRCX | 200 | $17,447 | 0.00% |
| 27 | COHERENT CORP | COHR | 400 | $4,595 | 0.00% |
| 28 | CELESTICA INC | CLS | 500 | $3,527 | 0.00% |
| 29 | ASTERA LABS INC | ALAB | 200 | $1,500 | 0.00% |
| 30 | VERTIV HOLDINGS CO | VRT | 100 | $1,280 | 0.00% |
| 31 | MICRON TECHNOLOGY INC | MU | 100 | $540 | 0.00% |