Value Aligned Research Advisors, LLC Top Holdings and 13F Report (2024) About Value Aligned Research Advisors, LLCInvestment ActivityValue Aligned Research Advisors, LLC has $384.95 million in total holdings as of September 30, 2024.Value Aligned Research Advisors, LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 38.94% of the portfolio was purchased this quarter.About 66.04% of the portfolio was sold this quarter.This quarter, Value Aligned Research Advisors, LLC has purchased 19 new stocks and bought additional shares in 6 stocks.Value Aligned Research Advisors, LLC sold shares of 6 stocks and completely divested from 7 stocks this quarter.Largest Holdings Marvell Technology $57,240,351Onto Innovation $50,442,684Applied Materials $48,835,381Vertiv $45,387,683Lam Research $41,305,073 Largest New Holdings this Quarter NVIDIA $5,762,124 HoldingCELESTICA INC $3,952,822 HoldingBroadcom $1,709,517 HoldingTaiwan Semiconductor Manufacturing $1,350,285 HoldingMicrosoft $911,380 Holding Largest Purchases this Quarter Onto Innovation 194,360 shares (about $40.34M)Marvell Technology 335,292 shares (about $24.21M)Vertiv 227,772 shares (about $22.68M)Coherent 213,822 shares (about $19.03M)Camtek 185,080 shares (about $14.78M) Largest Sales this Quarter Advanced Micro Devices 444,010 shares (about $81.07M)KLA 33,893 shares (about $26.28M)Super Micro Computer 15,955 shares (about $6.64M)Lam Research 4,017 shares (about $3.28M)Applied Materials 15,526 shares (about $3.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofValue Aligned Research Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRVLMarvell Technology$57,240,351$24,213,997 ▲73.3%792,60914.9%Business ServicesONTOOnto Innovation$50,442,684$40,341,362 ▲399.4%243,02713.1%Computer and TechnologyAMATApplied Materials$48,835,381$3,138,268 ▼-6.0%241,60412.7%Computer and TechnologyVRTVertiv$45,387,683$22,684,679 ▲99.9%455,72811.8%Computer and TechnologyLRCXLam Research$41,305,073$3,278,193 ▼-7.4%50,61410.7%Computer and TechnologyANETArista Networks$37,748,313$2,049,983 ▼-5.2%98,3499.8%Computer and TechnologyCOHRCoherent$31,264,147$19,031,813 ▲155.6%351,2528.1%Business ServicesCAMTCamtek$17,069,535$14,778,638 ▲645.1%213,7704.4%Computer and TechnologySMCISuper Micro Computer$16,192,130$6,643,662 ▼-29.1%38,8864.2%Computer and TechnologyFNFabrinet$16,022,830$12,748,609 ▲389.4%67,7674.2%Computer and TechnologyKLACKLA$7,079,691$26,275,949 ▼-78.8%9,1321.8%Computer and TechnologyNVDANVIDIA$5,762,124$5,762,124 ▲New Holding43,0031.5%Computer and TechnologyCELESTICA INC$3,952,822$3,952,822 ▲New Holding77,2101.0%COMAVGOBroadcom$1,709,517$1,709,517 ▲New Holding8,8370.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,350,285$1,350,285 ▲New Holding6,3690.4%Computer and TechnologyMSFTMicrosoft$911,380$911,380 ▲New Holding1,9800.2%Computer and TechnologyGOOGAlphabet$720,255$720,255 ▲New Holding4,3080.2%Computer and TechnologyCAMTEK LTD$686,391$686,391 ▲New Holding8,5960.2%NOTE 12/0ASMLASML$504,191$504,191 ▲New Holding5590.1%Computer and TechnologySMTCSemtech$496,690$496,690 ▲New Holding10,8780.1%Computer and TechnologyAMDAdvanced Micro Devices$264,375$81,067,088 ▼-99.7%1,4480.1%Computer and TechnologyCDNSCadence Design Systems$0$40,206,792 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$35,757,382 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$28,044,648 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$15,148,983 ▼-100.0%00.0%Computer and TechnologyMPWRMonolithic Power Systems$0$9,634,267 ▼-100.0%00.0%Computer and TechnologyASTERA LABS INC$0$1,886,355 ▼-100.0%00.0%COMTERTeradyne$0$1,089,938 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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