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Grand Alliance Asset Management Ltd
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $166,548,678
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- LUMENTUM HLDGS INC · COM · 55024U109 · shares: $26,835,827
- SANDISK CORP · COM · 80004C200 · shares: $21,054,740
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $19,622,930
- NOKIA CORP · SPONSORED ADR · 654902204 · shares: $18,990,400
- CORNING INC · COM · 219350105 · shares: $13,231,274
- FORMFACTOR INC · COM · 346375108 · shares: $11,938,775
- WESTERN DIGITAL CORP · COM · 958102105 · shares: $10,219,520
- COHERENT CORP · COM · 19247G107 · shares: $8,658,617
- TERADYNE INC · COM · 880770102 · shares: $7,257,600
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $6,499,950
Reported holdings
15 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 31,275 shares | $26,835,827 |
| SANDISK CORP | COM | 80004C200 | — | 9,260 shares | $21,054,740 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 17,000 shares | $19,622,930 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 1,430,000 shares | $18,990,400 |
| CORNING INC | COM | 219350105 | — | 51,800 shares | $13,231,274 |
| FORMFACTOR INC | COM | 346375108 | — | 74,650 shares | $11,938,775 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 16,000 shares | $10,219,520 |
| COHERENT CORP | COM | 19247G107 | — | 21,950 shares | $8,658,617 |
| TERADYNE INC | COM | 880770102 | — | 15,000 shares | $7,257,600 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 15,000 shares | $6,499,950 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 129,200 shares | $6,169,300 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 103,400 shares | $5,560,852 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 29,200 shares | $5,460,984 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 10,000 shares | $3,027,000 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 10,100 shares | $2,020,909 |