Grand Alliance Asset Management Ltd
15 holdingsFiling period: 2026-06-30Current AUM: $122.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 31.3K | $26.8M | $26.2M | 21.42% | -21,725 | 2026-06-30 |
| 2 | SNDK | SANDISK CORP | 9.3K | $21.1M | $14.2M | 11.57% | -22,740 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 17.0K | $19.6M | $15.8M | 12.87% | -4,000 | 2026-06-30 |
| 4 | NOK | NOKIA CORP | 1.43M | $19.0M | $14.1M | 11.49% | -- | 2026-06-30 |
| 5 | GLW | CORNING INC | 51.8K | $13.2M | $7.4M | 6.07% | -200 | 2026-06-30 |
| 6 | FORM | FORMFACTOR INC | 74.7K | $11.9M | $7.6M | 6.20% | -- | 2026-06-30 |
| 7 | WDC | WESTERN DIGITAL CORP | 16.0K | $10.2M | $6.6M | 5.38% | -20,000 | 2026-06-30 |
| 8 | COHR | COHERENT CORP | 21.9K | $8.7M | $6.0M | 4.86% | -8,050 | 2026-06-30 |
| 9 | TER | TERADYNE INC | 15.0K | $7.3M | $5.0M | 4.08% | -- | 2026-06-30 |
| 10 | LRCX | LAM RESEARCH CORP | 15.0K | $6.5M | $4.1M | 3.32% | -30,000 | 2026-06-30 |
| 11 | VIAV | VIAVI SOLUTIONS INC | 129.2K | $6.2M | $4.4M | 3.56% | -- | 2026-06-30 |
| 12 | VSH | VISHAY INTERTECHNOLOGY INC | 103.4K | $5.6M | $3.2M | 2.65% | -- | 2026-06-30 |
| 13 | TTMI | TTM TECHNOLOGIES INC | 29.2K | $5.5M | $3.3M | 2.68% | +3.2K | 2026-06-30 |
| 14 | BE | BLOOM ENERGY CORP | 10.0K | $3.0M | $2.6M | 2.12% | -35,000 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 10.1K | $2.0M | $2.1M | 1.75% | -26,000 | 2026-06-30 |
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