GRAND ALLIANCE ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONON | 230K | $10.69M |
 | CRDO | 176K | $25.32M |
 | MU | 123K | $35.11M |
 | BE | 83K | $7.21M |
 | TTMI | 75K | $5.17M |
 | AVGO | 64K | $22.05M |
 | WDC | 51K | $8.79M |
 | ALAB | 39K | $6.46M |
 | NVDA | 32K | $5.99M |
 | CLS | 16K | $4.73M |
 | LITE | 16K | $5.90M |
On Holding AG
ONON
Shares Held
230K
Value
$10.69M
Credo Technology Group Holding Ltd
CRDO
Shares Held
176K
Value
$25.32M
Micron Technology, Inc.
MU
Shares Held
123K
Value
$35.11M
Bloom Energy Corporation
BE
Shares Held
83K
Value
$7.21M
TTM Technologies, Inc.
TTMI
Shares Held
75K
Value
$5.17M
Broadcom Inc.
AVGO
Shares Held
64K
Value
$22.05M
Western Digital Corporation
WDC
Shares Held
51K
Value
$8.79M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
39K
Value
$6.46M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.99M
Celestica Inc.
CLS
Shares Held
16K
Value
$4.73M
Lumentum Holdings Inc.
LITE
Shares Held
16K
Value
$5.90M