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Home > Institutional Investor > Value Aligned Research Advisors, Llc > Profile

Instuitional Investor - Value Aligned Research Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Value Aligned Research Advisors, Llc
Portfolio Value $395,669,737
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Advanced Micro Devices Inc
 AMD 361,563 $53,298,002 13.47%
2.
Lam Research Corp
 LRCX 59,571 $46,659,581 11.79%
3.
Arista Networks Inc.
 ANET 196,916 $46,375,687 11.72%
4.
Applied Materials Inc
 AMAT 257,130 $41,673,059 10.53%
5.
Intel Corp
 INTC 809,540 $40,679,385 10.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)