Valliance Asset Management Ltd
Valliance Asset Management Ltd reported 7 holdings worth US$864M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Valliance Asset Management Ltd reported 7 holdings worth US$864M as of Jun 30, 2026. Largest: Sandisk Corporation, Micron Technology, Inc. and Astera Labs, Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 7
- Value as reported
- US$864M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sandisk Corporation | 88,949 | US$202M | 23.4% |
| Micron Technology, Inc. | 164K | US$189M | 21.9% |
| Astera Labs, Inc. | 337K | US$163M | 18.8% |
| Intel Corporation | 1.16M | US$162M | 18.7% |
| Vishay Intertechnology, Inc. | 2.72M | US$146M | 16.9% |
| Crowdstrike Holdings, Inc. | 600 | US$458K | 0.05% |
| Axt Inc | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |