Grand Alliance Asset Management Ltd
Net seller this quarter
$167M
15
-$132M
86.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LITE | $26.8M | 16.11% | 0.04% | -41.0% | Q4 2025 |
 SNDK | $21.1M | 12.64% | 0.01% | -71.1% | Q1 2026 |
 MU | $19.6M | 11.78% | 0.00% | -19.1% | Q1 2025 |
 NOK | $19M | 11.40% | 0.02% | New | Q2 2026 |
 GLW | $13.2M | 7.94% | 0.01% | -0.4% | Q1 2026 |
 FORM | $11.9M | 7.17% | 0.10% | New | Q2 2026 |
 WDC | $10.2M | 6.14% | 0.00% | -55.6% | Q3 2025 |
 COHR | $8.66M | 5.20% | 0.01% | -26.8% | Q4 2024 |
 TER | $7.26M | 4.36% | 0.01% | New | Q2 2026 |
 LRCX | $6.5M | 3.90% | 0.00% | -66.7% | Q1 2026 |
 VIAV | $6.17M | 3.70% | 0.05% | New | Q2 2026 |
 VSH | $5.56M | 3.34% | 0.08% | New | Q2 2026 |
 TTMI | $5.46M | 3.28% | 0.03% | +12.3% | Q4 2025 |
 BE | $3.03M | 1.82% | 0.00% | -77.8% | Q4 2025 |
 NVDA | $2.02M | 1.21% | 0.00% | -72.0% | Q4 2023 |
| Q1 2026 | |||||
| LITE | $37.2M | 22.55% | 0.07% | +231.3% | Q4 2025 |
 CLS | $25.1M | 15.18% | 0.08% | +456.3% | Q4 2025 |
| SNDK | $20.3M | 12.31% | 0.02% | New | Q1 2026 |
 AVGO | $14.9M | 8.99% | 0.00% | -24.7% | Q4 2023 |
 ONON | $12.1M | 7.31% | 0.12% | +54.4% | Q4 2025 |
| WDC | $9.74M | 5.90% | 0.01% | -29.4% | Q3 2025 |
| LRCX | $9.61M | 5.82% | 0.00% | New | Q1 2026 |
| COHR | $7.15M | 4.33% | 0.02% | Not reported | Q4 2024 |
| MU | $7.09M | 4.30% | 0.00% | -82.9% | Q1 2025 |
| GLW | $7.07M | 4.28% | 0.01% | New | Q1 2026 |
| NVDA | $6.3M | 3.81% | 0.00% | +12.5% | Q4 2023 |
| BE | $6.1M | 3.69% | 0.02% | -45.8% | Q4 2025 |
| TTMI | $2.53M | 1.53% | 0.03% | -65.3% | Q4 2025 |
| Q4 2025 | |||||
| MU | $35.1M | 25.55% | 0.01% | -3.9% | Q1 2025 |
 CRDO | $25.3M | 18.43% | 0.10% | -6.4% | Q1 2025 |
| AVGO | $22M | 16.04% | 0.00% | -53.3% | Q4 2023 |
| ONON | $10.7M | 7.78% | 0.08% | New | Q4 2025 |
| WDC | $8.79M | 6.39% | 0.01% | +200.0% | Q3 2025 |
| BE | $7.21M | 5.25% | 0.04% | New | Q4 2025 |
 ALAB | $6.46M | 4.70% | 0.02% | -82.2% | Q3 2025 |
| NVDA | $5.99M | 4.36% | 0.00% | -23.9% | Q4 2023 |
| LITE | $5.9M | 4.29% | 0.02% | New | Q4 2025 |
| TTMI | $5.18M | 3.77% | 0.07% | New | Q4 2025 |
| CLS | $4.73M | 3.44% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| AVGO | $45M | 27.81% | 0.00% | -1.6% | Q4 2023 |
| ALAB | $42.7M | 26.41% | 0.13% | New | Q3 2025 |
| CRDO | $27.4M | 16.93% | 0.11% | +95.8% | Q1 2025 |
| MU | $21.4M | 13.24% | 0.01% | +113.3% | Q1 2025 |
 DELL | $8.51M | 5.26% | 0.01% | -45.0% | Q4 2023 |
| NVDA | $7.87M | 4.87% | 0.00% | +5.0% | Q4 2023 |
 NXPI | $6.83M | 4.22% | 0.01% | Not reported | Q4 2023 |
| WDC | $2.04M | 1.26% | 0.00% | New | Q3 2025 |