13F HOLDINGS REPORT
Value Aligned Research Advisors, LLC
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001085146-24-005462
Total Value
$384.9M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 792,609 | $57.2M | 14.87% |
| 2 | ONTO INNOVATION INC | ONTO | 243,027 | $50.4M | 13.10% |
| 3 | APPLIED MATLS INC | 038222105 | 241,604 | $48.8M | 12.69% |
| 4 | VERTIV HOLDINGS CO | VRT | 455,728 | $45.4M | 11.79% |
| 5 | LAM RESEARCH CORP | LRCX | 50,614 | $41.3M | 10.73% |
| 6 | ARISTA NETWORKS INC | ANET | 98,349 | $37.7M | 9.81% |
| 7 | COHERENT CORP | COHR | 351,252 | $31.3M | 8.12% |
| 8 | CAMTEK LTD | CAMT | 213,770 | $17.1M | 4.43% |
| 9 | SUPER MICRO COMPUTER INC | SMCI | 38,886 | $16.2M | 4.21% |
| 10 | FABRINET | FN | 67,767 | $16.0M | 4.16% |
| 11 | KLA CORP | KLAC | 9,132 | $7.1M | 1.84% |
| 12 | NVIDIA CORPORATION | NVDA | 43,003 | $5.8M | 1.50% |
| 13 | CELESTICA INC | CLS | 77,210 | $4.0M | 1.03% |
| 14 | BROADCOM INC | AVGO | 8,837 | $1.7M | 0.44% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,369 | $1.4M | 0.35% |
| 16 | MICROSOFT CORP | MSFT | 1,980 | $911,380 | 0.24% |
| 17 | ALPHABET INC | GOOG | 4,308 | $720,255 | 0.19% |
| 18 | CAMTEK LTD | CAMT | 8,596 | $686,391 | 0.18% |
| 19 | ASML HOLDING N V | ASMLF | 559 | $504,191 | 0.13% |
| 20 | SEMTECH CORP | SMTC | 10,878 | $496,690 | 0.13% |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 1,448 | $264,375 | 0.07% |