Value Aligned Research Advisors as of Dec. 31, 2022
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 20.7 | $46M | 516k | 88.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.6 | $30M | 402k | 74.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.6 | $15M | 27k | 546.40 | |
| Microsoft Corporation (MSFT) | 6.3 | $14M | 58k | 239.82 | |
| NVIDIA Corporation (NVDA) | 6.2 | $14M | 93k | 146.14 | |
| Applied Materials (AMAT) | 5.4 | $12M | 122k | 97.38 | |
| Arista Networks (ANET) | 5.4 | $12M | 98k | 121.35 | |
| Micron Technology (MU) | 5.3 | $12M | 233k | 49.98 | |
| Cadence Design Systems (CDNS) | 5.2 | $12M | 71k | 160.64 | |
| Kla Corp Com New (KLAC) | 4.9 | $11M | 29k | 377.03 | |
| Intel Corporation (INTC) | 4.8 | $11M | 401k | 26.43 | |
| Synopsys (SNPS) | 4.7 | $10M | 33k | 319.29 | |
| Amazon (AMZN) | 3.4 | $7.5M | 90k | 84.00 | |
| Lam Research Corporation (LRCX) | 2.5 | $5.5M | 13k | 420.30 | |
| General Motors Company (GM) | 1.3 | $2.9M | 88k | 33.64 | |
| Globalfoundries Ordinary Shares (GFS) | 0.8 | $1.8M | 34k | 53.89 | |
| Rambus (RMBS) | 0.7 | $1.5M | 43k | 35.82 | |
| Gitlab Class A Com (GTLB) | 0.5 | $1.2M | 27k | 45.44 | |
| Juniper Networks (JNPR) | 0.5 | $1.1M | 36k | 31.96 | |
| Equinix (EQIX) | 0.5 | $1.0M | 1.6k | 655.03 | |
| Western Digital (WDC) | 0.3 | $701k | 22k | 31.55 | |
| Onto Innovation (ONTO) | 0.2 | $398k | 5.8k | 68.09 | |
| Digital Realty Trust (DLR) | 0.1 | $305k | 3.0k | 100.27 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $71k | 58k | 1.21 |
