VALLIANCE ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NBIS | 171K | $17.75M |
 | TSEM | 130K | $22.85M |
 | AXTI | 113K | $6.42M |
 | LITE | 48K | $33.48M |
 | SNDK | 46K | $29.44M |
 | GLW | 30K | $4.07M |
 | MU | 13K | $4.29M |
Nebius Group N.V.
NBIS
Shares Held
171K
Value
$17.75M
Tower Semiconductor Ltd.
TSEM
Shares Held
130K
Value
$22.85M
AXT, Inc.
AXTI
Shares Held
113K
Value
$6.42M
Lumentum Holdings Inc.
LITE
Shares Held
48K
Value
$33.48M
Sandisk Corporation
SNDK
Shares Held
46K
Value
$29.44M
Corning Incorporated
GLW
Shares Held
30K
Value
$4.07M
Micron Technology, Inc.
MU
Shares Held
13K
Value
$4.29M