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Ben Hoskin, CFA

@Value Aligned Research Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$384.946MTotal holdings21
Assets growth rate-15.69%Assets growth rate (2-Q avg)-12.81%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Value Aligned Research Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Value Aligned Research Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 384.946M in assets, with a quarterly growth rate of -15.69% and a 2-quarter average growth rate of -12.81%. The portfolio is managed by Ben Hoskin, CFA, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRVLMarvell Technology Inc
Recent Activity
Increased 1.2%
14.87%
$57.24M
792,609 shares@ $72.22 avg price
ONTOOnto Innovation Inc
Recent Activity
Increased 11.99%
13.11%
$50.443M
243,027 shares@ $207.56 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -6.71%
12.69%
$48.835M
241,604 shares@ $202.13 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 0.78%
11.8%
$45.388M
455,728 shares@ $99.6 avg price
LRCXLam Research Corp
Recent Activity
Decreased -7.96%
10.74%
$41.305M
50,614 shares@ $816.08 avg price
ANETArista Networks Inc
Recent Activity
9.81%
$37.748M
98,349 shares@ $383.82 avg price
COHRCoherent Corp
Recent Activity
Increased 0.68%
8.13%
$31.264M
351,252 shares@ $89.01 avg price
CAMTCamtek Ltd
Recent Activity
Increased 9.29%
4.44%
$17.07M
213,770 shares@ $79.86 avg price
SMCISuper Micro Computer Inc
Recent Activity
Decreased -11.34%
4.21%
$16.192M
38,886 shares@ $416.4 avg price
FNFabrinet
Recent Activity
Increased 0.99%
4.17%
$16.023M
67,767 shares@ $236.45 avg price