Holdings of Grand Alliance Asset Management Ltd
11 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 98 % of the equity sleeve
Sector breakdown
- Technology 77.4 %
- Industrials 4.8 %
- Unattributed 17.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 11 | 128M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 53,000 | 37.2M $ | |
| 2 | Sandisk Corp/DE | 32,000 | 20.3M $ | |
| 3 | Broadcom Inc | 48,000 | 14.9M $ | |
| 4 | Western Digital Corp | 36,000 | 9.7M $ | |
| 5 | Lam Research Corp | 45,000 | 9.6M $ | |
| 6 | Coherent Corp | 30,000 | 7.1M $ | |
| 7 | Micron Technology Inc | 21,000 | 7.1M $ | |
| 8 | Corning Inc | 52,000 | 7.1M $ | |
| 9 | NVIDIA Corp | 36,100 | 6.3M $ | |
| 10 | Bloom Energy Corp | 45,000 | 6.1M $ | |
| 11 | TTM Technologies Inc | 26,000 | 2.5M $ |