VALLIANCE ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRWV | 165K | $11.82M |
 | BE | 88K | $7.65M |
 | COHR | 50K | $9.23M |
 | MU | 50K | $14.27M |
 | SNDK | 50K | $11.87M |
 | LITE | 20K | $7.37M |
 | ASML | 10K | $10.70M |
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
165K
Value
$11.82M
Bloom Energy Corporation
BE
Shares Held
88K
Value
$7.65M
Coherent, Inc.
COHR
Shares Held
50K
Value
$9.23M
Micron Technology, Inc.
MU
Shares Held
50K
Value
$14.27M
Sandisk Corporation
SNDK
Shares Held
50K
Value
$11.87M
Lumentum Holdings Inc.
LITE
Shares Held
20K
Value
$7.37M
ASML Holding N.V.
ASML
Shares Held
10K
Value
$10.70M