Holdings
Grand Alliance Asset Management Ltd
As of Jun 30, 2026, Grand Alliance Asset Management Ltd reported 15 positions worth US$167M. Largest: Lumentum Holdings Inc., Sandisk Corporation and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumentum Holdings Inc. | 31,275 | US$26.8M | −21,725 | Jun 30, 2026 |
| Sandisk Corporation | 9,260 | US$21.1M | −22,740 | Jun 30, 2026 |
| Micron Technology, Inc. | 17,000 | US$19.6M | −4,000 | Jun 30, 2026 |
| Nokia Oyj | 1.43M | US$19M | new | Jun 30, 2026 |
| Corning Incorporated | 51,800 | US$13.2M | −200 | Jun 30, 2026 |
| Formfactor, Inc. | 74,650 | US$11.9M | new | Jun 30, 2026 |
| Western Digital Corporation | 16,000 | US$10.2M | −20,000 | Jun 30, 2026 |
| Coherent Corp. | 21,950 | US$8.66M | −8,050 | Jun 30, 2026 |
| Teradyne, Inc. | 15,000 | US$7.26M | new | Jun 30, 2026 |
| Lam Research Corporation | 15,000 | US$6.5M | −30,000 | Jun 30, 2026 |