Value Aligned Research Advisors as of June 30, 2023
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 12.7 | $41M | 63k | 642.86 | |
| Applied Materials (AMAT) | 11.4 | $36M | 251k | 144.54 | |
| Intel Corporation (INTC) | 11.1 | $36M | 1.1M | 33.44 | |
| Micron Technology (MU) | 9.9 | $32M | 499k | 63.11 | |
| Cadence Design Systems (CDNS) | 9.8 | $32M | 134k | 234.52 | |
| Arista Networks (ANET) | 9.0 | $29M | 177k | 162.06 | |
| Advanced Micro Devices (AMD) | 8.5 | $27M | 240k | 113.91 | |
| Synopsys (SNPS) | 6.8 | $22M | 50k | 435.41 | |
| Kla Corp Com New (KLAC) | 6.0 | $19M | 40k | 485.02 | |
| Marvell Technology (MRVL) | 5.0 | $16M | 269k | 59.78 | |
| General Motors Company (GM) | 5.0 | $16M | 416k | 38.56 | |
| Globalfoundries Ordinary Shares (GFS) | 2.1 | $6.9M | 106k | 64.58 | |
| Rambus (RMBS) | 1.3 | $4.0M | 63k | 64.17 | |
| Vertiv Holdings Com Cl A (VRT) | 0.9 | $2.7M | 110k | 24.77 | |
| Onto Innovation (ONTO) | 0.4 | $1.4M | 12k | 116.47 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $271k | 92k | 2.94 |
