Value Aligned Research Advisors LLC

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Assets, Funds, Holdings

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Value Aligned Research Advisors LLC
CRD #319135
SEC #801-123703
CIK #0001963565
AUM $395.9 MM (2024-07-08)
Employees 4 (75% Investors, 0% Brokers)
Phone609-608-9205
Address51 Park Place
Princeton, NJ 08542
Source [IAPD] [EDGAR] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
CIK Period
0001963565
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Applied Materials Inc /DE 82,662.4 60.9
Lam Research Corp 60,793.2 58.4
Marvell Technology Inc 38,517.5 54.7
Nanometrics Inc 3,553.2 47.6
GS Acquisition Holdings Corp 3,612.4 39.1
Super Micro Computer Inc 2,169.7 35.9
Arista Networks Inc 29,365.2 34.5
II-VI Inc 6,655.2 25.3
Camtek Ltd 1,143.1 24.5
Micron Technology Inc 64,610.3 17.0
Fabrinet 2,980.7 16.4
Monolithic Power Systems Inc 18,523.3 11.7
KLA Tencor Corp 49,261.0 7.3
Nvidia Corp 399,550.0 2.2
Broadcom Inc 201,282.9 0.6
Taiwan Semiconductor Manufacturing Co Ltd 437,370.3 0.5
Microsoft Corp 1,918,222.4 0.4
Alphabet Inc 1,482,566.4 0.3
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 395.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 395.9
By Discretionary
Discretionary 1 395.9
Non-Discretionary 0 0.0
Total 1 395.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 395.9
Total 1 395.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001963565]
Comparable Firms State AUM ($BB)
American Assets Capital Advisers LLC
CA 0.4
Allodium Investment Consultants LLC
MN 0.4
Hayek Kallen Investment Management LLC
AL 0.4
Humankind Investments LLC
NY 0.4
Gray Private Wealth LLC
MA 0.4
Richards Merrill & Peterson Inc
WA 0.4
Gold Investment Management Ltd
0.4
Navigate Private Wealth LLC
UT 0.4
First City Capital Management Inc
GA 0.4
Enrich Financial Partners LLC
WI 0.4
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