Value Aligned Research Advisors as of March 31, 2023
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 15.3 | $43M | 416k | 103.73 | |
| NVIDIA Corporation (NVDA) | 14.9 | $42M | 151k | 277.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.3 | $38M | 403k | 93.02 | |
| Microsoft Corporation (MSFT) | 12.2 | $35M | 120k | 288.30 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.4 | $18M | 27k | 680.71 | |
| Arista Networks (ANET) | 5.8 | $16M | 98k | 167.86 | |
| Applied Materials (AMAT) | 5.3 | $15M | 122k | 122.83 | |
| Cadence Design Systems (CDNS) | 5.2 | $15M | 70k | 210.09 | |
| Micron Technology (MU) | 4.4 | $13M | 207k | 60.34 | |
| Kla Corp Com New (KLAC) | 4.1 | $12M | 29k | 399.17 | |
| Intel Corporation (INTC) | 3.7 | $11M | 323k | 32.67 | |
| Amazon (AMZN) | 2.7 | $7.5M | 73k | 103.29 | |
| Lam Research Corporation | 2.5 | $6.9M | 13k | 530.12 | |
| Synopsys (SNPS) | 1.5 | $4.3M | 11k | 386.25 | |
| General Motors Company (GM) | 0.9 | $2.5M | 69k | 36.68 | |
| Globalfoundries Ordinary Shares (GFS) | 0.9 | $2.5M | 34k | 72.18 | |
| Rambus (RMBS) | 0.8 | $2.2M | 43k | 51.26 | |
| Onto Innovation (ONTO) | 0.2 | $514k | 5.8k | 87.88 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $81k | 58k | 1.39 |
