| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLIED MATLS INC | 7 | Q2 2024 | 13.3% |
| LAM RESEARCH CORP | 7 | Q2 2024 | 13.1% |
| ARISTA NETWORKS INC | 7 | Q2 2024 | 11.7% |
| KLA CORP | 7 | Q2 2024 | 6.7% |
| MICRON TECHNOLOGY INC | 7 | Q2 2024 | 9.9% |
| ONTO INNOVATION INC | 7 | Q2 2024 | 10.4% |
| CADENCE DESIGN SYSTEM INC | 6 | Q1 2024 | 9.9% |
| INTEL CORP | 6 | Q1 2024 | 11.1% |
| SYNOPSYS INC | 6 | Q1 2024 | 7.2% |
| MARVELL TECHNOLOGY INC | 5 | Q2 2024 | 12.0% |
View Value Aligned Research Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
View Value Aligned Research Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.