Value Aligned Research Advisors as of June 30, 2024
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 13.3 | $61M | 259k | 235.99 | |
| Lam Research Corporation | 12.8 | $59M | 55k | 1064.85 | |
| Marvell Technology (MRVL) | 11.9 | $55M | 783k | 69.90 | |
| Onto Innovation (ONTO) | 10.4 | $48M | 217k | 219.56 | |
| Vertiv Holdings Com Cl A (VRT) | 8.5 | $39M | 452k | 86.57 | |
| Super Micro Computer | 7.8 | $36M | 44k | 819.35 | |
| Arista Networks (ANET) | 7.5 | $35M | 98k | 350.48 | |
| Coherent Corp (COHR) | 5.5 | $25M | 349k | 72.46 | |
| Camtek Ord (CAMT) | 5.3 | $25M | 196k | 125.24 | |
| Micron Technology (MU) | 3.7 | $17M | 130k | 131.53 | |
| Fabrinet SHS (FN) | 3.6 | $16M | 67k | 244.79 | |
| Astera Labs (ALAB) | 3.3 | $15M | 250k | 60.51 | |
| Monolithic Power Systems (MPWR) | 2.5 | $12M | 14k | 821.68 | |
| Kla Corp Com New (KLAC) | 1.6 | $7.3M | 8.9k | 824.51 | |
| Celestica (CLS) | 0.9 | $4.0M | 70k | 57.33 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.7M | 22k | 123.54 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.4M | 3.2k | 446.95 | |
| Broadcom (AVGO) | 0.2 | $1.0M | 645.00 | 1605.53 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $731k | 4.2k | 173.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $325k | 1.8k | 183.42 |
