Value Aligned Research Advisors as of Sept. 30, 2023
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 13.1 | $42M | 66k | 626.77 | |
| Applied Materials (AMAT) | 11.6 | $37M | 267k | 138.45 | |
| Arista Networks (ANET) | 11.6 | $37M | 200k | 183.93 | |
| Cadence Design Systems (CDNS) | 9.9 | $31M | 134k | 234.30 | |
| Intel Corporation (INTC) | 9.9 | $31M | 880k | 35.55 | |
| Advanced Micro Devices (AMD) | 8.5 | $27M | 263k | 102.82 | |
| Synopsys (SNPS) | 7.2 | $23M | 50k | 458.97 | |
| Kla Corp Com New (KLAC) | 6.5 | $21M | 45k | 458.66 | |
| Marvell Technology (MRVL) | 6.1 | $19M | 356k | 54.13 | |
| General Motors Company (GM) | 4.2 | $13M | 407k | 32.97 | |
| Micron Technology (MU) | 3.2 | $10M | 152k | 68.03 | |
| Vertiv Holdings Com Cl A (VRT) | 2.4 | $7.6M | 204k | 37.20 | |
| Monolithic Power Systems (MPWR) | 2.0 | $6.3M | 14k | 462.00 | |
| Globalfoundries Ordinary Shares (GFS) | 1.5 | $4.6M | 79k | 58.19 | |
| Rambus (RMBS) | 1.1 | $3.5M | 63k | 55.79 | |
| Onto Innovation (ONTO) | 0.7 | $2.1M | 16k | 127.52 | |
| Coherent Corp (COHR) | 0.4 | $1.2M | 36k | 32.64 | |
| Fabrinet SHS (FN) | 0.1 | $310k | 1.9k | 166.62 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $217k | 92k | 2.35 |
