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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 :
4 |
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Decreased Positions |
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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 |
|
LRCX |
Lam Research Corp |
3 |
- |
$903.79 |
$53,078,000 |
54,631 |
10.47% |
6,418,000 |
-4,940 |
0.038 |
Semiconductor Equipme... |
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ANET |
Arista Networks, Inc. |
8 |
- |
$309.87 |
$30,068,000 |
103,690 |
5.93% |
-16,308,000 |
-93,226 |
0.034 |
Diversified Computer ... |
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KLAC |
KLA-Tencor Corp |
9 |
- |
$714.15 |
$30,056,000 |
43,025 |
5.93% |
3,705,000 |
-2,306 |
0.028 |
Semiconductor Equipme... |
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TER |
Teradyne Inc |
19 |
- |
$124.85 |
$1,090,000 |
9,660 |
0.21% |
-1,891,000 |
-17,813 |
0.006 |
Semiconductor Equipme... |
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