Hedge Fund - Value Aligned Research Advisors
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Nvidia CorpCALL | NVDA | 5,675,800 | $1,058,536,700 | +95% | 10.64% | |
| 2. | TSM | 1,828,000 | $555,510,920 | 5.59% | |||
| 3. | Alphabet Inc.CALL | GOOGL | 1,634,600 | $511,629,800 | +18% | 5.14% | |
| 4. | Amazon Com IncCALL | AMZN | 2,043,300 | $471,634,506 | +56% | 4.74% | |
| 5. | LITE | 1,172,201 | $432,061,567 | NEW | 4.34% |
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