Grand Alliance Asset Management Ltd
13 holdingsFiling period: 2026-03-31Current AUM: $221.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 53.0K | $37.2M | $37.8M | 17.07% | +37.0K | 2026-03-31 |
| 2 | CLS | CELESTICA INC | 89.0K | $25.1M | $29.5M | 13.31% | +73.0K | 2026-03-31 |
| 3 | SNDK | SANDISK CORP | 32.0K | $20.3M | $38.9M | 17.54% | -- | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 48.0K | $14.9M | $18.7M | 8.43% | -15,700 | 2026-03-31 |
| 5 | — | ON HLDG AG | 355.0K | $12.1M | $12.1M | 5.45% | +125.0K | 2026-03-31 |
| 6 | WDC | WESTERN DIGITAL CORP | 36.0K | $9.7M | $19.6M | 8.85% | -15,000 | 2026-03-31 |
| 7 | LRCX | LAM RESEARCH CORP | 45.0K | $9.6M | $13.2M | 5.95% | -- | 2026-03-31 |
| 8 | COHR | COHERENT CORP | 30.0K | $7.1M | $7.9M | 3.56% | -- | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC | 21.0K | $7.1M | $17.3M | 7.80% | -102,000 | 2026-03-31 |
| 10 | GLW | CORNING INC | 52.0K | $7.1M | $7.2M | 3.24% | -- | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 36.1K | $6.3M | $7.2M | 3.27% | +4.0K | 2026-03-31 |
| 12 | BE | BLOOM ENERGY CORP | 45.0K | $6.1M | $9.3M | 4.18% | -38,000 | 2026-03-31 |
| 13 | TTMI | TTM TECHNOLOGIES INC | 26.0K | $2.5M | $3.0M | 1.35% | -49,000 | 2026-03-31 |
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