Value Aligned Research Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationprinceton, NJ
- CIK0001963565
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
47 | $365.77M | VRT, MRVL, GEV, ONTO | RESTATEMENT | Feb 18, 2025 | 000108514625001746 | ||
21 | $384.95M | MRVL, ONTO, AMAT, VRT | 13F-HR | Nov 8, 2024 | 000108514624005462 | ||
31 | $456.61M | AMAT, LRCX, MRVL, ONTO | 13F-HR | Aug 9, 2024 | 000108514624003633 | ||
19 | $506.99M | AMD, SMCI, LRCX, AMAT | 13F-HR | Apr 26, 2024 | 000108514624002050 | ||
19 | $395.67M | AMD, LRCX, ANET, AMAT | 13F-HR | Jan 19, 2024 | 000108514624000338 | ||
19 | $317.35M | LRCX, AMAT, ANET, CDNS | 13F-HR | Nov 8, 2023 | 000108514623004189 | ||
16 | $319.75M | LRCX, AMAT, 1848782D, MU | 13F-HR | Aug 3, 2023 | 000108514623003067 | ||
19 | $282.46M | GOOGL, NVDA, TSM, MSFT | 13F-HR | Apr 24, 2023 | 000108514623001820 | ||
24 | $220.61M | GOOGL, TSM, ASML HOLDING N V, MSFT | 13F-HR | Jan 30, 2023 | 000108514623000432 |