Value Aligned Research Advisors, LLC Portfolio Holdings by Sector

Value Aligned Research Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductor Equipment & Materials \| Technology ONTO AMAT LRCX CAMT KLAC ASML 6 stocks	$165 Million 47.34% of portfolio	4	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL NVDA AVGO TSM SMTC AMD 6 stocks	$66.8 Million 19.14% of portfolio	6	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET SMCI 2 stocks	$53.9 Million 15.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$45.4 Million 13.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology FN 1 stocks	$16 Million 4.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$911,380 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$720,255 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts

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