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Size ($ in 1000's)
At 03/31/2024: $506,987
At 12/31/2023: $395,670
Value Aligned Research Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Value Aligned Research Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Value Aligned Research Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Value Aligned Research Advisors LLC.
In the Value Aligned Research Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Value Aligned Research Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Value Aligned Research Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ADVANCED MICRO DEVICES INC |
445,458 |
+83,895 |
$80,401 | | AMD | 445,458 | +83,895 | $80,401 | | SUPER MICRO COMPUTER INC |
54,841 |
+2,151 |
$55,391 | | SMCI | 54,841 | +2,151 | $55,391 | | LAM RESEARCH CORP |
54,631 |
-4,940 |
$53,078 | | LRCX | 54,631 | -4,940 | $53,078 | | APPLIED MATLS INC |
257,130 |
UNCH |
$53,028 | | AMAT | 257,130 | UNCH | $53,028 | | CADENCE DESIGN SYSTEM INC |
129,166 |
UNCH |
$40,207 | | CDNS | 129,166 | UNCH | $40,207 | | INTEL CORP |
809,540 |
UNCH |
$35,757 | | INTC | 809,540 | UNCH | $35,757 | | MARVELL TECHNOLOGY INC |
457,317 |
+70,076 |
$32,415 | | MRVL | 457,317 | +70,076 | $32,415 | | ARISTA NETWORKS INC |
103,690 |
-93,226 |
$30,068 | | ANET | 103,690 | -93,226 | $30,068 | | KLA CORP |
43,025 |
-2,306 |
$30,056 | | KLAC | 43,025 | -2,306 | $30,056 | | SYNOPSYS INC |
49,072 |
UNCH |
$28,045 | | SNPS | 49,072 | UNCH | $28,045 | | VERTIV HOLDINGS CO |
227,956 |
+24,074 |
$18,617 | | VRT | 227,956 | +24,074 | $18,617 | | MICRON TECHNOLOGY INC |
128,501 |
UNCH |
$15,149 | | MU | 128,501 | UNCH | $15,149 | | MONOLITHIC PWR SYS INC |
14,222 |
UNCH |
$9,634 | | MPWR | 14,222 | UNCH | $9,634 | | ONTO INNOVATION INC |
48,667 |
+21,854 |
$8,813 | | ONTO | 48,667 | +21,854 | $8,813 | | COHERENT CORP |
137,430 |
+59,851 |
$8,331 | | COHR | 137,430 | +59,851 | $8,331 | | FABRINET |
13,848 |
+11,169 |
$2,618 | | FN | 13,848 | +11,169 | $2,618 | | CAMTEK LTD |
28,690 |
+17,861 |
$2,403 | | CAMT | 28,690 | +17,861 | $2,403 | | ASTERA LABS INC |
25,426 |
+25,426 |
$1,886 | | ALAB | 25,426 | +25,426 | $1,886 |
See Full List: All Stocks Held By Value Aligned Research Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Value Aligned Research Advisors LLC
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