13F-HR filed by Value Aligned Research Advisors, LLC
Value Aligned Research Advisors, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-24, with 19 holding rows worth $282,457,084.
- Accession
- 0001085146-23-001820
- Filer
- CIK 1963565
- Filed
- 2023-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 19 entries on the cover page, a total value of $282,457,084 stated on the cover page (in dollars after the unit check, H1), rows summing to $282,457,084 with VALUE read as dollars as filed, 13F file number 028-22768. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 416,306 | $43,183,421 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 151,116 | $41,975,491 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 402,874 | $37,475,339 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 119,706 | $34,511,240 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 26,582 | $18,094,633 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 97,705 | $16,400,761 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 122,194 | $15,009,089 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 70,122 | $14,731,931 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 207,142 | $12,498,948 | dollars as filed | |
| KLA CORP | 482480100 | COM | 28,751 | $11,476,537 | dollars as filed | |
| Intel Corp | 458140100 | COM | 323,096 | $10,555,546 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 72,905 | $7,530,357 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 13,099 | $6,944,042 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 11,088 | $4,282,740 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 69,242 | $2,539,797 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 34,066 | $2,458,884 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 42,790 | $2,193,415 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 5,848 | $513,922 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 58,267 | $80,991 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-23-001820 | this filing | 2023-04-24 | acceptance time not in the bulk data set |