Value Aligned Research Advisors, LLC
- SEC CIK
- 0001963565
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/30 申報。只含多頭部位。
- 持股檔數
- 24
- 2022 年第 3 季沒有申報
- 總值
- $2.21 億
- 2022 年第 3 季沒有申報
Value Aligned Research Advisors, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 516,372 | $4,556 萬 | 20.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 401,832 | $2,993 萬 | 13.6% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 26,582 | $1,452 萬 | 6.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 58,374 | $1,400 萬 | 6.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 93,264 | $1,363 萬 | 6.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 122,194 | $1,190 萬 | 5.4% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 97,705 | $1,186 萬 | 5.4% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 232,563 | $1,162 萬 | 5.3% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 71,421 | $1,147 萬 | 5.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 28,751 | $1,084 萬 | 4.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 401,339 | $1,061 萬 | 4.8% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 32,675 | $1,043 萬 | 4.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 89,841 | $754.7 萬 | 3.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 13,099 | $550.6 萬 | 2.5% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 87,509 | $294.4 萬 | 1.3% | – | – | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 34,066 | $183.6 萬 | 0.8% | – | – | 歷史 |
| RMBSRambus Inc | COM | 42,790 | $153.3 萬 | 0.7% | – | – | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 26,637 | $121.0 萬 | 0.5% | – | – | 歷史 |
| JNPRJuniper Networks Inc | COM | 35,954 | $114.9 萬 | 0.5% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 1,579 | $103.4 萬 | 0.5% | – | – | 歷史 |
| WDCWestern Digital Corp | COM | 22,217 | $70.1 萬 | 0.3% | – | – | 歷史 |
| ONTOOnto Innovation Inc. | COM | 5,848 | $39.8 萬 | 0.2% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,046 | $30.5 萬 | 0.1% | – | – | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 58,267 | $7.05 萬 | <0.1% | – | – | 歷史 |