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Value Aligned Research Advisors, LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on AMAT, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 69,591 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,591 shares
    Change vs previous 13F -662,113 shares

    0.3% of the 13F portfolio, value $50,314,293.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 731,704 shares
    Change vs previous 13F +193,473 shares

    2.96% of the 13F portfolio, value $250,089,110.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 538,231 shares
    Change vs previous 13F +290,262 shares

    2.83% of the 13F portfolio, value $138,319,985.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 247,969 shares
    Change vs previous 13F +137,205 shares

    1.17% of the 13F portfolio, value $50,769,173.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 110,764 shares
    Change vs previous 13F +53,576 shares

    0.91% of the 13F portfolio, value $20,277,565.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,188 shares
    Change vs previous 13F +57,188 shares

    0.67% of the 13F portfolio, value $8,299,123.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -241,604 shares

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 241,604 shares
    Change vs previous 13F not available

    12.69% of the 13F portfolio, value $48,835,381.

    13F-HR 0001085146-24-005462 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).