Value Aligned Research Advisors, LLC Incresed Positions in Q2 2024

Value Aligned Research Advisors, LLC

Stock	Shares change	Price Range	Shares Held
ONTO Onto Innovation Inc. Technology	168K + 345.92%	$169.39 - $233.63 $28.5M - $39.3M	217K $47.6B
MRVL Marvell Technology, Inc. Technology	326K + 71.27%	$62.13 - $78.33 $20.2M - $25.5M	783K $54.7B
CAMT Camtek LTD Technology	167K + 581.8%	$74.68 - $125.24 $12.5M - $20.9M	196K $24.5B
VRT Vertiv Holdings CO Industrials	224K + 98.34%	$75.01 - $106.17 $16.8M - $23.8M	452K $39.1B
Coherent Corp	211K + 153.59%	N/A	349K $25.3B
FN Fabrinet Technology	53.3K + 384.59%	$162.32 - $254.33 $8.64M - $13.5M	67.1K $16.4B
Astera Labs Inc	224K + 882.82%	N/A	250K $15.1B
AMAT Applied Materials Inc Technology	778 + 0.3%	$189.46 - $247.83 $147K - $193K	258K $60.9B
LRCX Lam Research Corp Technology	163 + 0.3%	$868.07 - $1089.58 $141K - $178K	54.8K $58.3B
MPWR Monolithic Power Systems Inc Technology	11 + 0.08%	$591.52 - $852.56 $6.51K - $9.38K	14.2K $11.7B
MU Micron Technology Inc Technology	1.06K + 0.82%	$106.77 - $153.45 $113K - $162K	130K $17B

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