Grand Alliance Asset Management Ltd
Grand Alliance Asset Management Ltd reported 15 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Grand Alliance Asset Management Ltd reported 15 holdings worth US$167M as of Jun 30, 2026. Largest: Lumentum Holdings Inc., Sandisk Corporation and Micron Technology, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lumentum Holdings Inc. | 31,275 | US$26.8M | 16.1% |
| Sandisk Corporation | 9,260 | US$21.1M | 12.6% |
| Micron Technology, Inc. | 17,000 | US$19.6M | 11.8% |
| Nokia Oyj | 1.43M | US$19M | 11.4% |
| Corning Incorporated | 51,800 | US$13.2M | 7.9% |
| Formfactor, Inc. | 74,650 | US$11.9M | 7.2% |
| Western Digital Corporation | 16,000 | US$10.2M | 6.1% |
| Coherent Corp. | 21,950 | US$8.66M | 5.2% |
| Teradyne, Inc. | 15,000 | US$7.26M | 4.4% |
| Lam Research Corporation | 15,000 | US$6.5M | 3.9% |
| Viavi Solutions Inc. | 129K | US$6.17M | 3.7% |
| Vishay Intertechnology, Inc. | 103K | US$5.56M | 3.3% |
| Ttm Technologies, Inc. | 29,200 | US$5.46M | 3.3% |
| Bloom Energy Corporation | 10,000 | US$3.03M | 1.8% |
| Nvidia Corporation | 10,100 | US$2.02M | 1.2% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |