Value Aligned Research Advisors, LLC Incresed Positions in Q3 2024

Value Aligned Research Advisors, LLC

Stock	Shares change	Price Range	Shares Held
VRT Vertiv Holdings CO Industrials	3.6K + 0.8%	$86.66 - $86.66 $312K - $312K	456K $45.4B
Coherent Corp	2.75K + 0.79%	N/A	351K $31.3B
NVDA Nvidia Corp Technology	25.5K + 145.82%	$98.91 - $134.91 $2.52M - $3.44M	43K $5.76B
ONTO Onto Innovation Inc. Technology	26K + 11.99%	$158.45 - $238.04 $4.12M - $6.19M	243K $50.4B
MRVL Marvell Technology, Inc. Technology	9.38K + 1.2%	$56.15 - $76.24 $527K - $715K	793K $57.2B
AVGO Broadcom Inc. Technology	8.49K + 2461.45%	$136.27 - $1745.86 $1.16M - $14.8M	8.84K $1.71B
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	3.36K + 111.74%	$147.95 - $191.05 $497K - $642K	6.37K $1.35B
MSFT Microsoft Corp Technology	1.09K + 122.47%	$395.15 - $467.56 $431K - $510K	1.98K $911M
GOOG Alphabet Inc. Communication Services	2.54K + 143.39%	$149.54 - $192.66 $380K - $489K	4.31K $720M
Celestica Inc	7.85K + 11.32%	N/A	77.2K $3.95B
KLAC Kla Corp Technology	253 + 2.85%	$696.17 - $892.35 $176K - $226K	9.13K $7.08B
FN Fabrinet Technology	661 + 0.99%	$193.84 - $273.5 $128K - $181K	67.8K $16B
CAMT Camtek LTD Technology	18.2K + 9.28%	$71.51 - $137.24 $1.3M - $2.49M	214K $17.1B

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