Value Aligned Research Advisors as of Sept. 30, 2024
Portfolio Holdings for Value Aligned Research Advisors
Value Aligned Research Advisors holds 21 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 14.9 | $57M | 793k | 72.22 | |
| Onto Innovation (ONTO) | 13.1 | $50M | 243k | 207.56 | |
| Applied Materials (AMAT) | 12.7 | $49M | 242k | 202.13 | |
| Vertiv Holdings Com Cl A (VRT) | 11.8 | $45M | 456k | 99.59 | |
| Lam Research Corporation | 10.7 | $41M | 51k | 816.08 | |
| Arista Networks | 9.8 | $38M | 98k | 383.82 | |
| Coherent Corp (COHR) | 8.1 | $31M | 351k | 89.01 | |
| Camtek Ord (CAMT) | 4.4 | $17M | 214k | 79.85 | |
| Super Micro Computer | 4.2 | $16M | 39k | 416.40 | |
| Fabrinet SHS (FN) | 4.2 | $16M | 68k | 236.44 | |
| Kla Corp Com New (KLAC) | 1.8 | $7.1M | 9.1k | 775.26 | |
| NVIDIA Corporation (NVDA) | 1.5 | $5.8M | 43k | 133.99 | |
| Celestica (CLS) | 1.0 | $4.0M | 77k | 51.20 | |
| Broadcom (AVGO) | 0.4 | $1.7M | 8.8k | 193.45 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.4M | 6.4k | 212.01 | |
| Microsoft Corporation (MSFT) | 0.2 | $911k | 2.0k | 460.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $720k | 4.3k | 167.19 | |
| Camtek Note 12/0 | 0.2 | $686k | 8.6k | 79.85 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $504k | 559.00 | 901.95 | |
| Semtech Corporation (SMTC) | 0.1 | $497k | 11k | 45.66 | |
| Advanced Micro Devices (AMD) | 0.1 | $264k | 1.4k | 182.58 |
