Position in ALAB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$62,287,433
-$32,257,616 QoQ
Shares Held
568,316
0.0% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Derivatives in ALAB
reported options exposure · as of Mar 31, 2025CallValue
$2,297,295
CallShares
38,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026Value Aligned Research Advisors, LLC holds $370,149,434 across 7 Semiconductors names. ALAB ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
853,696 | $148,884,582 | |
| 2 | MU |
Micron Technology Inc
|
218,808 | $73,922,094 | |
| 3 | ALAB |
Astera Labs, Inc.
This page
|
568,316 | $62,287,433 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
270,441 | $47,456,986 | |
| 5 | INTC |
Intel Corp
|
503,741 | $22,230,090 | |
| 6 | AVGO |
Broadcom Inc.
|
48,911 | $15,138,443 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
680 | $229,806 |
All Filings in ALAB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,287,433 | 568,316 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $94,545,049 | 568,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $269,881,125 | 1,378,351 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $106,788,823 | 1,181,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,551,924 | 1,333,198 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,297,295 | 38,500 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $19,304,322 | 145,748 | Shares | Sole | 2025-02-18 | |
| 2024-12-31 | $1,086,090 | 8,200 | Call | Sole | 2025-02-18 | |
| 2024-06-30 | $12,102 | 200 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $15,120,904 | 249,891 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,886,354 | 25,426 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||