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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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Filing Period: |
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| Holdings
Found :
6 |
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Page 1 of 1 |
Menu
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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 |
|
AMAT |
Applied Materials Inc |
4 |
- |
$209.82 |
$53,028,000 |
257,130 |
10.46% |
11,355,000 |
0 |
0.028 |
Semiconductor Equipme... |
|
|
CDNS |
Cadence Design Systems Inc |
5 |
- |
$283.33 |
$40,207,000 |
129,166 |
7.93% |
5,026,000 |
0 |
0.046 |
Technical & System So... |
|
|
INTC |
Intel Corp |
6 |
- |
$31.05 |
$35,757,000 |
809,540 |
7.05% |
-4,922,000 |
0 |
0.02 |
Semiconductor- Broad... |
|
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SNPS |
Synopsys Inc |
10 |
- |
$559.63 |
$28,045,000 |
49,072 |
5.53% |
2,777,000 |
0 |
0.032 |
Technical & System So... |
|
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MU |
Micron Technology Inc |
12 |
- |
$124.81 |
$15,149,000 |
128,501 |
2.99% |
4,183,000 |
0 |
0.012 |
Semiconductor - Memor... |
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MPWR |
Monolithic Power Systems Inc |
13 |
- |
$713.71 |
$9,634,000 |
14,222 |
1.9% |
663,000 |
0 |
0.029 |
Semiconductor - Speci... |
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