GRAND ALLIANCE ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONON | 355K | $12.08M |
 | CLS | 89K | $25.07M |
 | LITE | 53K | $37.25M |
 | GLW | 52K | $7.07M |
 | AVGO | 48K | $14.86M |
 | LRCX | 45K | $9.61M |
 | BE | 45K | $6.10M |
 | NVDA | 36K | $6.30M |
 | WDC | 36K | $9.74M |
 | SNDK | 32K | $20.33M |
 | COHR | 30K | $7.15M |
 | TTMI | 26K | $2.53M |
 | MU | 21K | $7.09M |
On Holding AG
ONON
Shares Held
355K
Value
$12.08M
Celestica Inc.
CLS
Shares Held
89K
Value
$25.07M
Lumentum Holdings Inc.
LITE
Shares Held
53K
Value
$37.25M
Corning Inc
GLW
Shares Held
52K
Value
$7.07M
Broadcom Inc.
AVGO
Shares Held
48K
Value
$14.86M
Lam Research Corporation
LRCX
Shares Held
45K
Value
$9.61M
Bloom Energy Corporation
BE
Shares Held
45K
Value
$6.10M
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.30M
Western Digital Corporation
WDC
Shares Held
36K
Value
$9.74M
Sandisk Corporation
SNDK
Shares Held
32K
Value
$20.33M
Coherent, Inc.
COHR
Shares Held
30K
Value
$7.15M
TTM Technologies, Inc.
TTMI
Shares Held
26K
Value
$2.53M
Micron Technology, Inc.
MU
Shares Held
21K
Value
$7.09M