13F-HR filed by Value Aligned Research Advisors, LLC
Value Aligned Research Advisors, LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-09, with 31 holding rows worth $456,607,581.
- Accession
- 0001085146-24-003633
- Filer
- CIK 1963565
- Filed
- 2024-08-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 31 entries on the cover page, a total value of $456,607,581 stated on the cover page (in dollars after the unit check, H1), rows summing to $456,607,581 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 |
|---|---|---|---|---|---|---|
| Applied Materials,Inc. | 038222105 | COM | 257,908 | $60,863,709 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 54,794 | $58,347,391 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 783,225 | $54,747,427 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 217,014 | $47,647,594 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 452,130 | $39,140,894 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 43,864 | $35,939,969 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 98,349 | $34,469,358 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 348,506 | $25,252,745 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 195,608 | $24,497,946 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 129,558 | $17,040,764 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 67,106 | $16,426,878 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 249,891 | $15,120,905 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 14,233 | $11,694,971 | dollars as filed | |
| KLA CORP | 482480100 | COM | 8,879 | $7,320,825 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 69,356 | $3,976,180 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,494 | $2,161,209 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 345 | $553,908 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,008 | $522,820 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 890 | $397,786 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,770 | $324,653 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,300 | $36,123 | dollars as filed | call |
| Microsoft Corp | 594918104 | COM | 2,300 | $27,400 | dollars as filed | call |
| Broadcom Inc. | 11135F101 | COM | 300 | $26,432 | dollars as filed | call |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,200 | $22,268 | dollars as filed | call |
| Applied Materials,Inc. | 038222105 | COM | 1,100 | $18,537 | dollars as filed | call |
| LAM RESEARCH CORP | 512807108 | COM | 200 | $17,447 | dollars as filed | call |
| COHERENT CORP COM | 19247G107 | Stock | 400 | $4,595 | dollars as filed | call |
| CELESTICA INC COM | 15101Q207 | Stock | 500 | $3,527 | dollars as filed | call |
| ASTERA LABS INC COM | 04626A103 | COM | 200 | $1,500 | dollars as filed | call |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 100 | $1,280 | dollars as filed | call |
| Micron Technology,Inc. | 595112103 | COM | 100 | $540 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-24-003633 | this filing | 2024-08-09 | acceptance time not in the bulk data set |