← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2023-09-30 · Filed 2023-11-08 · Accession 0001085146-23-004189
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 262,718 | $27.0 million |
| 2 | APPLIED MATLS INC | COM · 038222105 | LONG | 266,901 | $37.0 million |
| 3 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 200,180 | $36.8 million |
| 4 | AURORA INNOVATION INC | CLASS A COM · 051774107 | LONG | 92,302 | $216,910 |
| 5 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 134,170 | $31.4 million |
| 6 | COHERENT CORP | COM · 19247G107 | LONG | 35,452 | $1.2 million |
| 7 | FABRINET | SHS · G3323L100 | LONG | 1,858 | $309,580 |
| 8 | GENERAL MTRS CO | COM · 37045V100 | LONG | 406,456 | $13.4 million |
| 9 | GLOBALFOUNDRIES INC | ORDINARY SHARES · G39387108 | LONG | 79,174 | $4.6 million |
| 10 | INTEL CORP | COM · 458140100 | LONG | 880,322 | $31.3 million |
| 11 | KLA CORP | COM NEW · 482480100 | LONG | 45,005 | $20.6 million |
| 12 | LAM RESEARCH CORP | COM · 512807108 | LONG | 66,424 | $41.6 million |
| 13 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 355,480 | $19.2 million |
| 14 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 151,603 | $10.3 million |
| 15 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 13,663 | $6.3 million |
| 16 | ONTO INNOVATION INC | COM · 683344105 | LONG | 16,378 | $2.1 million |
| 17 | RAMBUS INC DEL | COM · 750917106 | LONG | 62,790 | $3.5 million |
| 18 | SYNOPSYS INC | COM · 871607107 | LONG | 49,735 | $22.8 million |
| 19 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 203,882 | $7.6 million |