← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2023-06-30 · Filed 2023-08-03 · Accession 0001085146-23-003067
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 239,734 | $27.3 million |
| 2 | APPLIED MATLS INC | COM · 038222105 | LONG | 251,235 | $36.3 million |
| 3 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 176,859 | $28.7 million |
| 4 | AURORA INNOVATION INC | CLASS A COM · 051774107 | LONG | 92,302 | $271,368 |
| 5 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 134,170 | $31.5 million |
| 6 | GENERAL MTRS CO | COM · 37045V100 | LONG | 416,076 | $16.0 million |
| 7 | GLOBALFOUNDRIES INC | ORDINARY SHARES · G39387108 | LONG | 106,244 | $6.9 million |
| 8 | INTEL CORP | COM · 458140100 | LONG | 1,061,317 | $35.5 million |
| 9 | KLA CORP | COM NEW · 482480100 | LONG | 39,857 | $19.3 million |
| 10 | LAM RESEARCH CORP | COM · 512807108 | LONG | 63,182 | $40.6 million |
| 11 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 269,126 | $16.1 million |
| 12 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 499,270 | $31.5 million |
| 13 | ONTO INNOVATION INC | COM · 683344105 | LONG | 11,850 | $1.4 million |
| 14 | RAMBUS INC DEL | COM · 750917106 | LONG | 62,790 | $4.0 million |
| 15 | SYNOPSYS INC | COM · 871607107 | LONG | 49,735 | $21.7 million |
| 16 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 109,744 | $2.7 million |