Grand Alliance Asset Management Ltd 13F Holdings
CIK 0001986124 · HONG KONG, K3
As of Sep 30, 2025, Grand Alliance Asset Management Ltd reported 8 positions worth
CIK 0001986124 · HONG KONG, K3
As of Sep 30, 2025, Grand Alliance Asset Management Ltd reported 8 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 136,300 | $45.0M | 27.81% |
| ASTERA LABS INC | ALAB | Technology | 218,112 | $42.7M | 26.41% |
| CREDO TECHNOLOGY GROUP HOLDING LTD | CRDO | Technology | 188,000 | $27.4M | 16.93% |
| MICRON TECHNOLOGY INC | MU | Technology | 128,000 | $21.4M | 13.24% |
| DELL TECHNOLOGIES INC | DELL | Technology | 60,000 | $8.5M | 5.26% |
| NVIDIA CORP | NVDA | Technology | 42,200 | $7.9M | 4.87% |
| NXP SEMICONDUCTORS NV | NXPI | Technology | 30,000 | $6.8M | 4.22% |
| WESTERN DIGITAL CORP | WDC | Technology | 17,000 | $2.0M | 1.26% |