Value Aligned Research Advisors, LLC
Q4 2024 13F Holdings
- Locationprinceton, NJ
- Num holdings
47
- Value ($000)
$365,768
- Date Filed02/18/2025
- Form typerestatement
- CIK0001963565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $47.73M | 13 % | 420,124 | ||
MRVL MARVELL TECHNOLOGY INC | COM | 573874104 | $34.07M | 9 % | 308,464 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $32.79M | 9 % | 99,684 | ||
ONTO ONTO INNOVATION INC | COM | 683344105 | $30.06M | 8 % | 180,351 | ||
RIOT RIOT PLATFORMS INC | COM | 767292105 | $28.45M | 8 % | 2,786,867 | ||
BE BLOOM ENERGY CORP | COM CL A | 093712107 | $28.45M | 8 % | 1,280,849 | ||
MU MICRON TECHNOLOGY INC | COM | 595112103 | $25.03M | 7 % | 297,424 | ||
ALAB ASTERA LABS INC | COM | 04626A103 | $19.30M | 5 % | 145,748 | ||
CAMTEK LTD | ORD | M20791105 | $18.54M | 5 % | 229,583 | ||
VST VISTRA CORP | COM | 92840M102 | $16.59M | 5 % | 120,364 |
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