Value Aligned Research Advisors, LLC
CIK 1963565 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- LRCX13.12%
- AMAT11.64%
- ANET11.60%
- CDNS9.91%
- INTC9.86%
- AMD8.51%
- SNPS7.19%
- KLAC6.50%
- MRVL6.06%
- GM4.22%
Share classes counted separately88.61%
Portfolio value by quarter
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LRCXLAM RESEARCH CORP View history and evidence | $41.63M | 13.12% | 66.42K shares | — | ↗▾ | |
| 02 | AMATAPPLIED MATERIALS INC View history and evidence | $36.95M | 11.64% | 266.90K shares | — | ↗▾ | |
| 03 | ANETARISTA NETWORKS INC View history and evidence | $36.82M | 11.60% | 200.18K shares | — | ↗▾ | |
| 04 | CDNSCADENCE DESIGN SYS INC View history and evidence | $31.44M | 9.91% | 134.17K shares | — | ↗▾ | |
| 05 | INTCINTEL CORP View history and evidence | $31.30M | 9.86% | 880.32K shares | — | ↗▾ | |
| 06 | AMDADVANCED MICRO DEVICES View history and evidence | $27.01M | 8.51% | 262.72K shares | — | ↗▾ | |
| 07 | SNPSSYNOPSYS INC View history and evidence | $22.83M | 7.19% | 49.73K shares | — | ↗▾ | |
| 08 | KLACKLA CORPCOM NEW View history and evidence | $20.64M | 6.50% | 45.01K shares | — | ↗▾ | |
| 09 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $19.24M | 6.06% | 355.48K shares | — | ↗▾ | |
| 10 | GMGENERAL MOTORS CO View history and evidence | $13.40M | 4.22% | 406.46K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1963565 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 317352738
}Take these holdings further.
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