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Latest Value Aligned Research Advisors, LLC Stock Portfolio

Value Aligned Research Advisors, LLC Performance:
2024 Q3: -5.88%YTD: 20.8%2023: 60.95%

Performance for 2024 Q3 is -5.88%, and YTD is 20.8%, and 2023 is 60.95%.

About Value Aligned Research Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Value Aligned Research Advisors, LLC reported an equity portfolio of $384.9 Millions as of 30 Sep, 2024.

The top stock holdings of Value Aligned Research Advisors, LLC are MRVL, ONTO, AMAT. The fund has invested 14.9% of it's portfolio in MARVELL TECHNOLOGY INC and 13.1% of portfolio in ONTO INNOVATION INC.

The fund managers got completely rid off MICRON TECHNOLOGY INC (MU), ASTERA LABS INC and MONOLITHIC PWR SYS INC (MPWR) stocks. They significantly reduced their stock positions in SUPER MICRO COMPUTER INC (SMCI), LAM RESEARCH CORP (LRCX) and APPLIED MATLS INC (AMAT). Value Aligned Research Advisors, LLC opened new stock positions in ASML HOLDING N V, SEMTECH CORP (SMTC) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), NVIDIA CORPORATION (NVDA) and ALPHABET INC (GOOG).

Value Aligned Research Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Value Aligned Research Advisors, LLC made a return of -5.88% in the last quarter. In trailing 12 months, it's portfolio return was 42.09%.

New Buys

Ticker$ Bought
camtek ltd686,391
asml holding n v504,191
semtech corp496,690
advanced micro devices inc264,375

New stocks bought by Value Aligned Research Advisors, LLC

Additions

Ticker% Inc.
broadcom inc156
nvidia corporation145
alphabet inc143
microsoft corp122
taiwan semiconductor mfg ltd111
onto innovation inc11.99
celestica inc11.32
camtek ltd9.28

Additions to existing portfolio by Value Aligned Research Advisors, LLC

Reductions

Ticker% Reduced
super micro computer inc-11.35
lam research corp-7.63
applied matls inc-6.32

Value Aligned Research Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
astera labs inc-15,120,900
micron technology inc-17,040,800
monolithic pwr sys inc-11,695,000

Value Aligned Research Advisors, LLC got rid off the above stocks

Sector Distribution

Value Aligned Research Advisors, LLC has about 82% of it's holdings in Technology sector.

Sector%
Technology82
Industrials11.8
Others6

Market Cap. Distribution

Value Aligned Research Advisors, LLC has about 68.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP66
MID-CAP25.4
UNALLOCATED6
MEGA-CAP2.4

Stocks belong to which Index?

About 59.2% of the stocks held by Value Aligned Research Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others40.8
S&P 50037.6
RUSSELL 200021.6
Top 5 Winners (%)%
SMTC
semtech corp
27.1 %
COHR
coherent corp
22.8 %
VRT
vertiv holdings co
15.1 %
AVGO
broadcom inc
9.9 %
ANET
arista networks inc
9.5 %
Top 5 Winners ($)$
VRT
vertiv holdings co
5.9 M
COHR
coherent corp
5.8 M
ANET
arista networks inc
3.3 M
MRVL
marvell technology inc
1.8 M
NVDA
nvidia corporation
0.2 M
Top 5 Losers (%)%
SMCI
super micro computer inc
-46.4 %
LRCX
lam research corp
-23.3 %
AMAT
applied matls inc
-14.3 %
KLAC
kla corp
-5.8 %
ONTO
onto innovation inc
-4.5 %
Top 5 Losers ($)$
SMCI
super micro computer inc
-16.7 M
LRCX
lam research corp
-13.6 M
AMAT
applied matls inc
-8.7 M
ONTO
onto innovation inc
-2.4 M
FN
fabrinet
-0.6 M

Value Aligned Research Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Value Aligned Research Advisors, LLC

Value Aligned Research Advisors, LLC has 20 stocks in it's portfolio. About 93.9% of the portfolio is in top 10 stocks. SMCI proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Value Aligned Research Advisors, LLC last quarter.

Last Reported on: 08 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions