Value Aligned Research Advisors 13F annual report

Value Aligned Research Advisors is an investment fund managing more than $456 billion ran by Ben Cfa. There are currently 20 companies in Mr. Cfa’s portfolio. The largest investments include Applied Matls Inc and Lam Research, together worth $119 billion.

$456 billion Assets Under Management (AUM)

As of 2nd August 2024, Value Aligned Research Advisors’s top holding is 257,908 shares of Applied Matls Inc currently worth over $60.9 billion and making up 13.3% of the portfolio value. In addition, the fund holds 54,794 shares of Lam Research worth $58.3 billion, whose value fell 12.3% in the past six months. The third-largest holding is Marvell Technology Inc worth $54.7 billion and the next is Onto Innovation worth $47.6 billion, with 217,014 shares owned.

Currently, Value Aligned Research Advisors's portfolio is worth at least $456 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Value Aligned Research Advisors

The Value Aligned Research Advisors office and employees reside in Princeton, New Jersey. According to the last 13-F report filed with the SEC, Ben Cfa serves as the Managing Partner at Value Aligned Research Advisors.

Recent trades

In the most recent 13F filing, Value Aligned Research Advisors revealed that it had opened a new position in Celestica and bought 69,356 shares worth $3.98 billion. This means they effectively own approximately 0.1% of the company. Celestica makes up 1.4% of the fund's Technology sector allocation and has grown its share price by 122.7% in the past year.

The investment fund also strengthened its position in Applied Matls Inc by buying 778 additional shares. This makes their stake in Applied Matls Inc total 257,908 shares worth $60.9 billion.

On the other hand, there are companies that Value Aligned Research Advisors is getting rid of from its portfolio. Value Aligned Research Advisors closed its position in Advanced Micro Devices on 9th August 2024. It sold the previously owned 445,458 shares for $80.4 billion. Ben Cfa also disclosed a decreased stake in Super Micro Computer Inc by 0.2%. This leaves the value of the investment at $35.9 billion and 43,864 shares.

One of the average hedge funds

The two most similar investment funds to Value Aligned Research Advisors are Greenfield Ftc and Arlington Advisors. They manage $456 billion and $456 billion respectively.

Ben Cfa investment strategy

Value Aligned Research Advisors’s portfolio is diversified across 4 sectors. Currently, their heaviest sector is Technology — making up 63.0% of the total portfolio value. The fund focuses on investments in the United States as 65.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 45% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $252 billion.

The complete list of Value Aligned Research Advisors trades based on 13F SEC filings

These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Advanced Micro Devices Inc.	Closed 445,458	$80,400,714,000
Applied Matls Inc	0.30% 257,908	$60,863,709,000	13.33%
Lam Research Corp.	0.30% 54,794	$58,347,391,000	12.78%
Marvell Technology Inc	71.27% 783,225	$54,747,427,000	11.99%
Onto Innovation Inc.	345.92% 217,014	$47,647,594,000	10.44%
Cadence Design System Inc	Closed 129,166	$40,206,792,000
Vertiv Holdings Co	98.34% 452,130	$39,140,894,000	8.58%
Super Micro Computer Inc	20.02% 43,864	$35,939,969,000	7.87%
Intel Corp.	Closed 809,540	$35,757,382,000
Arista Networks Inc	5.15% 98,349	$34,469,358,000	7.55%
Synopsys, Inc.	Closed 49,072	$28,044,648,000
Coherent Corp	153.59% 348,506	$25,252,745,000	5.53%
Camtek Ltd	581.80% 195,608	$24,497,946,000	5.37%
Micron Technology Inc.	0.82% 129,558	$17,040,764,000	3.73%
Fabrinet	384.59% 67,106	$16,426,878,000	3.60%
Astera Labs Inc	882.82% 249,891	$15,120,905,000	3.31%
Monolithic Pwr Sys Inc	0.08% 14,233	$11,694,971,000	2.56%
KLA Corp.	79.36% 8,879	$7,320,825,000	1.60%
Celestica, Inc.	Opened 69,356	$3,976,180,000	0.87%
NVIDIA Corp	Opened 17,494	$2,161,209,000	0.47%
Teradyne, Inc.	Closed 9,660	$1,089,938,000
Broadcom Inc	Opened 345	$553,908,000	0.12%
Taiwan Semiconductor Mfg Ltd	Opened 3,008	$522,820,000	0.11%
Microsoft Corporation	Opened 890	$397,786,000	0.09%
Alphabet Inc	Opened 1,770	$324,653,000	0.07%
No transactions found
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