Value Aligned Research Advisors as of March 31, 2024
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 15.9 | $80M | 446k | 180.49 | |
| Super Micro Computer (SMCI) | 10.9 | $55M | 55k | 1010.03 | |
| Lam Research Corporation (LRCX) | 10.5 | $53M | 55k | 971.57 | |
| Applied Materials (AMAT) | 10.5 | $53M | 257k | 206.23 | |
| Cadence Design Systems (CDNS) | 7.9 | $40M | 129k | 311.28 | |
| Intel Corporation (INTC) | 7.1 | $36M | 810k | 44.17 | |
| Marvell Technology (MRVL) | 6.4 | $32M | 457k | 70.88 | |
| Arista Networks (ANET) | 5.9 | $30M | 104k | 289.98 | |
| Kla Corp Com New (KLAC) | 5.9 | $30M | 43k | 698.57 | |
| Synopsys (SNPS) | 5.5 | $28M | 49k | 571.50 | |
| Vertiv Holdings Com Cl A (VRT) | 3.7 | $19M | 228k | 81.67 | |
| Micron Technology (MU) | 3.0 | $15M | 129k | 117.89 | |
| Monolithic Power Systems (MPWR) | 1.9 | $9.6M | 14k | 677.42 | |
| Onto Innovation (ONTO) | 1.7 | $8.8M | 49k | 181.08 | |
| Coherent Corp (COHR) | 1.6 | $8.3M | 137k | 60.62 | |
| Fabrinet SHS (FN) | 0.5 | $2.6M | 14k | 189.02 | |
| Camtek Ord (CAMT) | 0.5 | $2.4M | 29k | 83.77 | |
| Astera Labs | 0.4 | $1.9M | 25k | 74.19 | |
| Teradyne (TER) | 0.2 | $1.1M | 9.7k | 112.83 |
