Managed by Value Aligned Research Advisors, Llc • Latest filing Q3 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| 5 | S SMCI — | $55.4M | 54.8K | 0.00% | — |
| 6 | M MRVL — | $54.7M | 783.2K | 0.00% | — |
| 7 | A AMD — | $53.3M | 361.6K | 0.00% | — |
| 8 | L LRCX — | $53.1M | 54.6K | 0.00% | — |
| 9 | A AMAT — | $53M | 257.1K | 0.00% | — |
| 10 | O ONTO — | $50.4M | 243.0K | 0.00% | — |
| 11 | A AMAT — | $48.8M | 241.6K | 0.00% | — |
| 12 | V VRT — | $47.7M | 420.1K | 0.00% | — |
| 13 | O ONTO — | $47.6M | 217.0K | 0.00% | — |
| 14 | L LRCX — | $46.7M | 59.6K | 0.00% | — |
| 15 | A ANET — | $46.4M | 196.9K | 0.00% | — |
| 16 | V VRT — | $45.4M | 455.7K | 0.00% | — |
| 17 | A AMAT — | $41.7M | 257.1K | 0.00% | — |
| 18 | L LRCX — | $41.6M | 66.4K | 0.00% | — |
| 19 | L LRCX — | $41.3M | 50.6K | 0.00% | — |
| 20 | I INTC — | $40.7M | 809.5K | 0.00% | — |