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 AMAT LRCX ONTO CAMT KLAC AMAT LRCX 7 stocks	$199 Million 48.2% of portfolio	6	1	2	-	2 Calls 0 Puts
Semiconductors \| Technology MRVL MU MPWR NVDA AVGO TSM NVDA AVGO 10 stocks	$86.8 Million 21.06% of portfolio	10	-	7	-	4 Calls 0 Puts
Computer Hardware \| Technology SMCI ANET 2 stocks	$70.4 Million 17.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT VRT 2 stocks	$39.1 Million 9.49% of portfolio	2	-	1	-	1 Calls 0 Puts
Electronic Components \| Technology FN 1 stocks	$16.4 Million 3.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT MSFT 2 stocks	$425,186 0.1% of portfolio	2	-	2	-	1 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$324,653 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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