← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2023-12-31 · Filed 2024-01-19 · Accession 0001085146-24-000338
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 361,563 | $53.3 million |
| 2 | APPLIED MATLS INC | COM · 038222105 | LONG | 257,130 | $41.7 million |
| 3 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 196,916 | $46.4 million |
| 4 | AURORA INNOVATION INC | CLASS A COM · 051774107 | LONG | 92,302 | $403,360 |
| 5 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 129,166 | $35.2 million |
| 6 | CAMTEK LTD | ORD · M20791105 | LONG | 10,829 | $751,316 |
| 7 | COHERENT CORP | COM · 19247G107 | LONG | 77,579 | $3.4 million |
| 8 | FABRINET | SHS · G3323L100 | LONG | 2,679 | $509,894 |
| 9 | INTEL CORP | COM · 458140100 | LONG | 809,540 | $40.7 million |
| 10 | KLA CORP | COM NEW · 482480100 | LONG | 45,331 | $26.4 million |
| 11 | LAM RESEARCH CORP | COM · 512807108 | LONG | 59,571 | $46.7 million |
| 12 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 387,241 | $23.4 million |
| 13 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 128,501 | $11.0 million |
| 14 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 14,222 | $9.0 million |
| 15 | ONTO INNOVATION INC | COM · 683344105 | LONG | 26,813 | $4.1 million |
| 16 | SUPER MICRO COMPUTER INC | COM · 86800U104 | LONG | 52,690 | $15.0 million |
| 17 | SYNOPSYS INC | COM · 871607107 | LONG | 49,072 | $25.3 million |
| 18 | TERADYNE INC | COM · 880770102 | LONG | 27,473 | $3.0 million |
| 19 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 203,882 | $9.8 million |