Value Aligned Research Advisors, LLC Call Options Transactions in Q2 2024

Value Aligned Research Advisors, LLC

Stock	Shares change	Price Range	Shares Held
NVDA Nvidia Corp Technology	4.3K New	$118.11 - $1224.4 $508K - $5.26M	4.3K $36.1M
MSFT Microsoft Corp Technology	2.3K New	$389.33 - $452.85 $895K - $1.04M	2.3K $27.4M
AVGO Broadcom Inc. Technology	300 New	$1204.71 - $1828.87 $361K - $549K	300 $26.4M
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	1.2K New	$127.7 - $179.69 $153K - $216K	1.2K $22.3M
AMAT Applied Materials Inc Technology	1.1K New	$189.46 - $247.83 $208K - $273K	1.1K $18.5M
LRCX Lam Research Corp Technology	200 New	$868.07 - $1089.58 $174K - $218K	200 $17.4M
Coherent Corp	400 New	N/A	400 $4.6M
Celestica Inc	500 New	N/A	500 $3.53M
Astera Labs Inc	200 New	N/A	200 $1.5M
VRT Vertiv Holdings CO Industrials	100 New	$75.01 - $106.17 $7.5K - $10.6K	100 $1.28M
MU Micron Technology Inc Technology	100 New	$106.77 - $153.45 $10.7K - $15.3K	100 $540K

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