Value Aligned Research Advisors, LLC Portfolio Holdings
Value Aligned Research Advisors, LLC
- $385 Billion
- Q3 2024
Value Aligned Research Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $385 Billion distributed in 21 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Marvell Technology, Inc. with a value of $57.2B, Onto Innovation Inc. with a value of $50.4B, Applied Materials Inc with a value of $48.8B, Vertiv Holdings CO with a value of $45.4B, and Lam Research Corp with a value of $41.3B.
Examining the 13F form we can see an decrease of $71.7B in the current position value, from $457B to 385B.
Value Aligned Research Advisors, LLC is based out at Princeton, NJ
Below you can find more details about Value Aligned Research Advisors, LLC portfolio as well as his latest detailed transactions.