Grand Alliance Asset Management Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GA Grand Alliance Asset Management Ltd | Institutional Filer | ▲ 20.20% | $165.2M | 13 |
Current Portfolio Holdings
Showing all 13 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc. | Technology | 53K | $37.2M | 22.55% |
| 2 | CLS | Celestica Inc. | Technology | 89K | $25.1M | 15.18% |
| 3 | SNDK | Sandisk Corporation | Technology | 32K | $20.3M | 12.31% |
| 4 | AVGO | Broadcom Inc. | Technology | 48K | $14.9M | 8.99% |
| 5 | ONON | On Holding AG | Consumer Cyclical | 355K | $12.1M | 7.31% |
| 6 | WDC | Western Digital Corporation | Technology | 36K | $9.7M | 5.90% |
| 7 | LRCX | Lam Research Corporation | Technology | 45K | $9.6M | 5.82% |
| 8 | COHR | Coherent, Inc. | Technology | 30K | $7.1M | 4.33% |
| 9 | MU | Micron Technology, Inc. | Technology | 21K | $7.1M | 4.30% |
| 10 | GLW | Corning Incorporated | Technology | 52K | $7.1M | 4.28% |
| 11 | NVDA | NVIDIA Corporation | Technology | 36K | $6.3M | 3.81% |
| 12 | BE | Bloom Energy Corporation | Industrials | 45K | $6.1M | 3.69% |
| 13 | TTMI | TTM Technologies, Inc. | Technology | 26K | $2.5M | 1.53% |
Showing 1 to 13 of 13 holdings