← Value Aligned Research Advisors portfolio
13F-HR filing
VALIDATEDHoldings period 2024-09-30 · Filed 2024-11-08 · Accession 0001085146-24-005462
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 1,448 | $264,375 |
| 2 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 4,308 | $720,255 |
| 3 | APPLIED MATLS INC | COM · 038222105 | LONG | 241,604 | $48.8 million |
| 4 | ARISTA NETWORKS INC | COM · 040413106 | LONG | 98,349 | $37.7 million |
| 5 | ASML HOLDING N V | N Y REGISTRY SHS · N07059210 | LONG | 559 | $504,191 |
| 6 | BROADCOM INC | COM · 11135F101 | LONG | 8,837 | $1.7 million |
| 7 | CAMTEK LTD | NOTE 12/0 · 13469VAB4 | LONG | 8,596 | $686,391 |
| 8 | CAMTEK LTD | ORD · M20791105 | LONG | 213,770 | $17.1 million |
| 9 | CELESTICA INC | COM · 15101Q207 | LONG | 77,210 | $4.0 million |
| 10 | COHERENT CORP | COM · 19247G107 | LONG | 351,252 | $31.3 million |
| 11 | FABRINET | SHS · G3323L100 | LONG | 67,767 | $16.0 million |
| 12 | KLA CORP | COM NEW · 482480100 | LONG | 9,132 | $7.1 million |
| 13 | LAM RESEARCH CORP | COM · 512807108 | LONG | 50,614 | $41.3 million |
| 14 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 792,609 | $57.2 million |
| 15 | MICROSOFT CORP | COM · 594918104 | LONG | 1,980 | $911,380 |
| 16 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 43,003 | $5.8 million |
| 17 | ONTO INNOVATION INC | COM · 683344105 | LONG | 243,027 | $50.4 million |
| 18 | SEMTECH CORP | COM · 816850101 | LONG | 10,878 | $496,690 |
| 19 | SUPER MICRO COMPUTER INC | COM · 86800U104 | LONG | 38,886 | $16.2 million |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 6,369 | $1.4 million |
| 21 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 455,728 | $45.4 million |