← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2024-03-31 · Filed 2024-04-26 · Accession 0001085146-24-002050
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 445,458 | $80.4 million |
| 2 | APPLIED MATLS INC | COM · 038222105 | LONG | 257,130 | $53.0 million |
| 3 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 103,690 | $30.1 million |
| 4 | ASTERA LABS INC | COM · 04626A103 | LONG | 25,426 | $1.9 million |
| 5 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 129,166 | $40.2 million |
| 6 | CAMTEK LTD | ORD · M20791105 | LONG | 28,690 | $2.4 million |
| 7 | COHERENT CORP | COM · 19247G107 | LONG | 137,430 | $8.3 million |
| 8 | FABRINET | SHS · G3323L100 | LONG | 13,848 | $2.6 million |
| 9 | INTEL CORP | COM · 458140100 | LONG | 809,540 | $35.8 million |
| 10 | KLA CORP | COM NEW · 482480100 | LONG | 43,025 | $30.1 million |
| 11 | LAM RESEARCH CORP | COM · 512807108 | LONG | 54,631 | $53.1 million |
| 12 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 457,317 | $32.4 million |
| 13 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 128,501 | $15.1 million |
| 14 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 14,222 | $9.6 million |
| 15 | ONTO INNOVATION INC | COM · 683344105 | LONG | 48,667 | $8.8 million |
| 16 | SUPER MICRO COMPUTER INC | COM · 86800U104 | LONG | 54,841 | $55.4 million |
| 17 | SYNOPSYS INC | COM · 871607107 | LONG | 49,072 | $28.0 million |
| 18 | TERADYNE INC | COM · 880770102 | LONG | 9,660 | $1.1 million |
| 19 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 227,956 | $18.6 million |