Valliance Asset Management Ltd
8 holdingsFiling period: 2026-03-31Current AUM: $155.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 47.6K | $33.5M | $34.0M | 21.90% | +27.6K | 2026-03-31 |
| 2 | SNDK | SANDISK CORP | 46.3K | $29.4M | $56.3M | 36.24% | -3,670 | 2026-03-31 |
| 3 | — | TOWER SEMICONDUCTOR LTD | 130.2K | $22.8M | $22.8M | 14.71% | -- | 2026-03-31 |
| 4 | — | NEBIUS GROUP N.V. | 171.1K | $17.8M | $17.8M | 11.43% | -- | 2026-03-31 |
| 5 | AXTI | AXT INC | 112.6K | $6.4M | $6.8M | 4.38% | -- | 2026-03-31 |
| 6 | MU | MICRON TECHNOLOGY INC | 12.7K | $4.3M | $10.5M | 6.73% | -37,300 | 2026-03-31 |
| 7 | GLW | CORNING INC | 29.9K | $4.1M | $4.1M | 2.67% | -- | 2026-03-31 |
| 8 | PPLT | ABRDN PLATINUM ETF TRUST | 20.3K | $3.6M | $3.0M | 1.96% | -- | 2026-03-31 |
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