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| Name: |
Value Aligned Research Advisors LLC |
| City: |
PRINCETON |
| State: |
NJ |
| Zip: |
08540 |
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data |
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| Holdings
Found :
8 |
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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 |
- |
$150.56 |
$80,401,000 |
445,458 |
15.86% |
27,103,000 |
83,895 |
0.037 |
Semiconductor- Broad... |
|
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SMCI |
Super Micro Computer Inc |
2 |
- |
$782.76 |
$55,391,000 |
54,841 |
10.93% |
40,413,000 |
2,151 |
0.106 |
Networking & Communic... |
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MRVL |
Marvell Technology, Inc. |
7 |
- |
$69.02 |
$32,415,000 |
457,317 |
6.39% |
9,060,000 |
70,076 |
0.056 |
N/A |
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VRT |
Vertiv Holdings Co |
11 |
- |
$94.80 |
$18,617,000 |
227,956 |
3.67% |
8,825,000 |
24,074 |
0.06 |
N/A |
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ONTO |
Onto Innovation Inc |
14 |
- |
$221.62 |
$8,813,000 |
48,667 |
1.74% |
4,713,000 |
21,854 |
0.099 |
Scientific & Technica... |
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COHR |
Coherent Corp |
15 |
- |
$54.37 |
$8,331,000 |
137,430 |
1.64% |
4,954,000 |
59,851 |
0.091 |
Scientific & Technica... |
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FN |
Fabrinet |
16 |
- |
$219.77 |
$2,618,000 |
13,848 |
0.52% |
2,108,000 |
11,169 |
0.037 |
Electronic Equipment |
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CAMT |
Camtek Ltd |
17 |
- |
$92.87 |
$2,403,000 |
28,690 |
0.47% |
1,652,000 |
17,861 |
0.073 |
Scientific & Technica... |
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