13F-HR filed by Value Aligned Research Advisors, LLC
Value Aligned Research Advisors, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-03, with 16 holding rows worth $319,744,646.
- Accession
- 0001085146-23-003067
- Filer
- CIK 1963565
- Filed
- 2023-08-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 16 entries on the cover page, a total value of $319,744,646 stated on the cover page (in dollars after the unit check, H1), rows summing to $319,744,646 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 |
|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | 512807108 | COM | 63,182 | $40,617,181 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 251,235 | $36,313,507 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,061,317 | $35,490,440 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 499,270 | $31,508,930 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 134,170 | $31,465,548 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 176,859 | $28,661,770 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 239,734 | $27,308,100 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 49,735 | $21,655,116 | dollars as filed | |
| KLA CORP | 482480100 | COM | 39,857 | $19,331,442 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 269,126 | $16,088,352 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 416,076 | $16,043,891 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 106,244 | $6,861,238 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 62,790 | $4,029,234 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 109,744 | $2,718,359 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 11,850 | $1,380,170 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 92,302 | $271,368 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-23-003067 | this filing | 2023-08-03 | acceptance time not in the bulk data set |