Instuitional Investor - Value Aligned Research Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Value Aligned Research Advisors, Llc
Portfolio Value $365,768,389
Filing Period:
No. Security Ticker Shares Value % Port
1. VRT 420,124 $47,730,288 13.04%
2. MRVL 308,464 $34,069,849 9.31%
3.
Ge Vernova Inc
99,684 $32,789,058 8.96%
4.
Onto Innovation Inc
180,351 $30,059,101 8.21%
5. RIOT 2,786,867 $28,453,912 7.77%