← Value Aligned Research Advisors portfolio

13F-HR filing

VALIDATED

Holdings period 2022-12-31 · Filed 2023-01-30 · Accession 0001085146-23-000432

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#IssuerClass / CUSIPKindSharesValue
1ALPHABET INCCAP STK CL A · 02079K305LONG516,372$45.6 million
2AMAZON COM INCCOM · 023135106LONG89,841$7.5 million
3APPLIED MATLS INCCOM · 038222105LONG122,194$11.9 million
4ARISTA NETWORKS INCCOM · 040413106LONG97,705$11.9 million
5ASML HOLDING N VN Y REGISTRY SHS · N07059210LONG26,582$14.5 million
6AURORA INNOVATION INCCLASS A COM · 051774107LONG58,267$70,503
7CADENCE DESIGN SYSTEM INCCOM · 127387108LONG71,421$11.5 million
8DIGITAL RLTY TR INCCOM · 253868103LONG3,046$305,422
9EQUINIX INCCOM · 29444U700LONG1,579$1.0 million
10GENERAL MTRS COCOM · 37045V100LONG87,509$2.9 million
11GITLAB INCCLASS A COM · 37637K108LONG26,637$1.2 million
12GLOBALFOUNDRIES INCORDINARY SHARES · G39387108LONG34,066$1.8 million
13INTEL CORPCOM · 458140100LONG401,339$10.6 million
14JUNIPER NETWORKS INCCOM · 48203R104LONG35,954$1.1 million
15KLA CORPCOM NEW · 482480100LONG28,751$10.8 million
16LAM RESEARCH CORPCOM · 512807108LONG13,099$5.5 million
17MICRON TECHNOLOGY INCCOM · 595112103LONG232,563$11.6 million
18MICROSOFT CORPCOM · 594918104LONG58,374$14.0 million
19NVIDIA CORPORATIONCOM · 67066G104LONG93,264$13.6 million
20ONTO INNOVATION INCCOM · 683344105LONG5,848$398,190
21RAMBUS INC DELCOM · 750917106LONG42,790$1.5 million
22SYNOPSYS INCCOM · 871607107LONG32,675$10.4 million
23TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG401,832$29.9 million
24WESTERN DIGITAL CORPCOM · 958102105LONG22,217$700,946