Value Aligned Research Advisors, LLC Q4 2022 Filing
Filed January 30, 2023
Portfolio Value
$220.6T
Holdings
24
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 516,372 | $45.6M | 0.00% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 401,832 | $29.9M | 0.00% | |
| 3 | ASMLASML HOLDING N V | 26,582 | $14.5M | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 58,374 | $14.0M | 0.00% | |
| 5 | NVDANVIDIA CORPORATION | 93,264 | $13.6M | 0.00% | |
| 6 | AMATAPPLIED MATLS INC | 122,194 | $11.9M | 0.00% | |
| 7 | ANETEURARISTA NETWORKS INC | 97,705 | $11.9M | 0.00% | |
| 8 | MUMICRON TECHNOLOGY INC | 232,563 | $11.6M | 0.00% | |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 71,421 | $11.5M | 0.00% | |
| 10 | KLACKLA CORP | 28,751 | $10.8M | 0.00% | |
| 11 | INTCINTEL CORP | 401,339 | $10.6M | 0.00% | |
| 12 | SNPSSYNOPSYS INC | 32,675 | $10.4M | 0.00% | |
| 13 | AMZNAMAZON COM INC | 89,841 | $7.5M | 0.00% | |
| 14 | LRCXEURLAM RESEARCH CORP | 13,099 | $5.5M | 0.00% | |
| 15 | GMGENERAL MTRS CO | 87,509 | $2.9M | 0.00% | |
| 16 | GFSGLOBALFOUNDRIES INC | 34,066 | $1.8M | 0.00% | |
| 17 | RMBS*RAMBUS INC DEL | 42,790 | $1.5M | 0.00% | |
| 18 | GTLBGITLAB INC | 26,637 | $1.2M | 0.00% | |
| 19 | JNPJUNIPER NETWORKS INC | 35,954 | $1.1M | 0.00% | |
| 20 | EQIXEQUINIX INC | 1,579 | $1.0M | 0.00% | |
| 21 | WDCWESTERN DIGITAL CORP. | 22,217 | $700K | 0.00% | |
| 22 | ONTOONTO INNOVATION INC | 5,848 | $398K | 0.00% | |
| 23 | FQIDIGITAL RLTY TR INC | 3,046 | $305K | 0.00% | |
| 24 | AURAURORA INNOVATION INC | 58,267 | $70K | 0.00% |