Value Aligned Research Advisors, LLC
- SEC CIK
- 0001963565
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 30, 2023. Long positions only.
- Positions
- 24
- No filing for Q3 2022
- Portfolio value
- $220.6M
- No filing for Q3 2022
Value Aligned Research Advisors, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 516,372 | $45.6M | 20.7% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 401,832 | $29.9M | 13.6% | – | – | History |
| ASMLASML Holding NV | ADR | 26,582 | $14.5M | 6.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 58,374 | $14.0M | 6.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 93,264 | $13.6M | 6.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 122,194 | $11.9M | 5.4% | – | – | History |
| ANETArista Networks, Inc. | COM | 97,705 | $11.9M | 5.4% | – | – | History |
| MUMicron Technology Inc | Stock | 232,563 | $11.6M | 5.3% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 71,421 | $11.5M | 5.2% | – | – | History |
| KLACKLA Corp | COM NEW | 28,751 | $10.8M | 4.9% | – | – | History |
| INTCIntel Corp | Stock | 401,339 | $10.6M | 4.8% | – | – | History |
| SNPSSynopsys Inc | COM | 32,675 | $10.4M | 4.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 89,841 | $7.55M | 3.4% | – | – | History |
| LRCXLam Research Corp | COM | 13,099 | $5.51M | 2.5% | – | – | History |
| GMGeneral Motors Co | COM | 87,509 | $2.94M | 1.3% | – | – | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 34,066 | $1.84M | 0.8% | – | – | History |
| RMBSRambus Inc | COM | 42,790 | $1.53M | 0.7% | – | – | History |
| GTLBGitlab Inc. | CLASS A COM | 26,637 | $1.21M | 0.5% | – | – | History |
| JNPRJuniper Networks Inc | COM | 35,954 | $1.15M | 0.5% | – | – | History |
| EQIXEquinix Inc | COM | 1,579 | $1.03M | 0.5% | – | – | History |
| WDCWestern Digital Corp | COM | 22,217 | $700.9K | 0.3% | – | – | History |
| ONTOOnto Innovation Inc. | COM | 5,848 | $398.2K | 0.2% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 3,046 | $305.4K | 0.1% | – | – | History |
| AURAurora Innovation, Inc. | CLASS A COM | 58,267 | $70.5K | <0.1% | – | – | History |