Q3 2024 · 13F-HR
Value Aligned Research Advisors, LLCholdings as filed
Filed 2024-11-08 · accession 0001085146-24-005462
$384.9M
Reported value
21
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $57.2M | 14.9% | 792,609 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $50.4M | 13.1% | 243,027 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $48.8M | 12.7% | 241,604 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $45.4M | 11.8% | 455,728 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $41.3M | 10.7% | 50,614 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $37.7M | 9.81% | 98,349 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $31.3M | 8.12% | 351,252 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $17.1M | 4.43% | 213,770 | Common | SOLE |
| 86800U104 | SMCIUSD | SUPER MICRO COMPUTER INC | $16.2M | 4.21% | 38,886 | Common | SOLE |
| G3323L100 | FN | FABRINET | $16.0M | 4.16% | 67,767 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $7.1M | 1.84% | 9,132 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.8M | 1.50% | 43,003 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $4.0M | 1.03% | 77,210 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.7M | 0.44% | 8,837 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.4M | 0.35% | 6,369 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $911,380 | 0.24% | 1,980 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $720,255 | 0.19% | 4,308 | Common | SOLE |
| 13469VAB4 | CAMT 0 12/01/26 | CAMTEK LTD | $686,391 | 0.18% | 8,596 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $504,191 | 0.13% | 559 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $496,690 | 0.13% | 10,878 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $264,375 | 0.07% | 1,448 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.