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| Name: |
Value Aligned Research Advisors LLC |
| City: |
PRINCETON |
| State: |
NJ |
| Zip: |
08540 |
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| Holdings
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19 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMD |
Advanced Micro Devices Inc |
1 |
- |
$157.40 |
$80,401,000 |
445,458 |
15.86% |
27,103,000 |
83,895 |
0.037 |
Semiconductor- Broad... |
|
|
SMCI |
Super Micro Computer Inc |
2 |
- |
$857.44 |
$55,391,000 |
54,841 |
10.93% |
40,413,000 |
2,151 |
0.106 |
Networking & Communic... |
|
|
LRCX |
Lam Research Corp |
3 |
- |
$925.37 |
$53,078,000 |
54,631 |
10.47% |
6,418,000 |
-4,940 |
0.038 |
Semiconductor Equipme... |
|
|
AMAT |
Applied Materials Inc |
4 |
- |
$203.38 |
$53,028,000 |
257,130 |
10.46% |
11,355,000 |
0 |
0.028 |
Semiconductor Equipme... |
|
|
CDNS |
Cadence Design Systems Inc |
5 |
- |
$282.41 |
$40,207,000 |
129,166 |
7.93% |
5,026,000 |
0 |
0.046 |
Technical & System So... |
|
|
INTC |
Intel Corp |
6 |
- |
$31.88 |
$35,757,000 |
809,540 |
7.05% |
-4,922,000 |
0 |
0.02 |
Semiconductor- Broad... |
|
|
MRVL |
Marvell Technology, Inc. |
7 |
- |
$69.62 |
$32,415,000 |
457,317 |
6.39% |
9,060,000 |
70,076 |
0.056 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
8 |
- |
$264.70 |
$30,068,000 |
103,690 |
5.93% |
-16,308,000 |
-93,226 |
0.034 |
Diversified Computer ... |
|
|
KLAC |
KLA-Tencor Corp |
9 |
- |
$706.26 |
$30,056,000 |
43,025 |
5.93% |
3,705,000 |
-2,306 |
0.028 |
Semiconductor Equipme... |
|
|
SNPS |
Synopsys Inc |
10 |
- |
$543.66 |
$28,045,000 |
49,072 |
5.53% |
2,777,000 |
0 |
0.032 |
Technical & System So... |
|
|
VRT |
Vertiv Holdings Co |
11 |
- |
$93.49 |
$18,617,000 |
227,956 |
3.67% |
8,825,000 |
24,074 |
0.06 |
N/A |
|
|
MU |
Micron Technology Inc |
12 |
- |
$114.84 |
$15,149,000 |
128,501 |
2.99% |
4,183,000 |
0 |
0.012 |
Semiconductor - Memor... |
|
|
MPWR |
Monolithic Power Systems Inc |
13 |
- |
$677.23 |
$9,634,000 |
14,222 |
1.9% |
663,000 |
0 |
0.029 |
Semiconductor - Speci... |
|
|
ONTO |
Onto Innovation Inc |
14 |
- |
$189.77 |
$8,813,000 |
48,667 |
1.74% |
4,713,000 |
21,854 |
0.099 |
Scientific & Technica... |
|
|
COHR |
Coherent Corp |
15 |
- |
$55.06 |
$8,331,000 |
137,430 |
1.64% |
4,954,000 |
59,851 |
0.091 |
Scientific & Technica... |
|
|
FN |
Fabrinet |
16 |
- |
$175.45 |
$2,618,000 |
13,848 |
0.52% |
2,108,000 |
11,169 |
0.037 |
Electronic Equipment |
|
|
CAMT |
Camtek Ltd |
17 |
- |
$82.16 |
$2,403,000 |
28,690 |
0.47% |
1,652,000 |
17,861 |
0.073 |
Scientific & Technica... |
|
|
TER |
Teradyne Inc |
19 |
- |
$114.13 |
$1,090,000 |
9,660 |
0.21% |
-1,891,000 |
-17,813 |
0.006 |
Semiconductor Equipme... |
|
|
AUR |
Aurora Innovation Ord Shs C... |
20 |
Closed |
$9.91 |
$0 |
0 |
0% |
-403,000 |
-92,302 |
0 |
N/A |
|
