Institutions / Grand Alliance Asset Management Ltd
Grand Alliance Asset Management Ltd
CIK 1986124 · Institution · as of Dec 31, 2025
Portfolio value
$137.41M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Micron Technology Inc | $35.11M | 25.5% |
| Credo Technology Group Holding Ltd | $25.32M | 18.4% |
| Broadcom Inc. | $22.05M | 16.0% |
| On Hldg AG | $10.69M | 7.8% |
| Western Digital Corp | $8.79M | 6.4% |
| Bloom Energy Corp | $7.21M | 5.2% |
| Astera Labs, Inc. | $6.46M | 4.7% |
| NVIDIA Corp | $5.99M | 4.4% |
| Lumentum Hldgs Inc | $5.90M | 4.3% |
| TTM Technologies Inc | $5.17M | 3.8% |
| Celestica IncCLS | $4.73M | 3.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.