← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2023-03-31 · Filed 2023-04-24 · Accession 0001085146-23-001820
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 416,306 | $43.2 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 72,905 | $7.5 million |
| 3 | APPLIED MATLS INC | COM · 038222105 | LONG | 122,194 | $15.0 million |
| 4 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 97,705 | $16.4 million |
| 5 | ASML HOLDING N V | N Y REGISTRY SHS · N07059210 | LONG | 26,582 | $18.1 million |
| 6 | AURORA INNOVATION INC | CLASS A COM · 051774107 | LONG | 58,267 | $80,991 |
| 7 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 70,122 | $14.7 million |
| 8 | GENERAL MTRS CO | COM · 37045V100 | LONG | 69,242 | $2.5 million |
| 9 | GLOBALFOUNDRIES INC | ORDINARY SHARES · G39387108 | LONG | 34,066 | $2.5 million |
| 10 | INTEL CORP | COM · 458140100 | LONG | 323,096 | $10.6 million |
| 11 | KLA CORP | COM NEW · 482480100 | LONG | 28,751 | $11.5 million |
| 12 | LAM RESEARCH CORP | COM · 512807108 | LONG | 13,099 | $6.9 million |
| 13 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 207,142 | $12.5 million |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 119,706 | $34.5 million |
| 15 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 151,116 | $42.0 million |
| 16 | ONTO INNOVATION INC | COM · 683344105 | LONG | 5,848 | $513,922 |
| 17 | RAMBUS INC DEL | COM · 750917106 | LONG | 42,790 | $2.2 million |
| 18 | SYNOPSYS INC | COM · 871607107 | LONG | 11,088 | $4.3 million |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 402,874 | $37.5 million |