Stock Taper

GRAND ALLIANCE ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK9.26K$21.05M
Bloom Energy CorporationBE10K$3.03M
NVIDIA CorporationNVDA10.1K$2.02M
Teradyne, Inc.TER15K$7.26M
Lam Research CorporationLRCX15K$6.5M
Western Digital CorporationWDC16K$10.22M
Micron Technology, Inc.MU17K$19.62M
Coherent, Inc.COHR21.95K$8.66M
TTM Technologies, Inc.TTMI29.2K$5.46M
Lumentum Holdings Inc.LITE31.27K$26.84M
Corning IncGLW51.8K$13.23M
FormFactor, Inc.FORM74.65K$11.94M
Vishay Intertechnology, Inc.VSH103.4K$5.56M
Viavi Solutions Inc.VIAV129.2K$6.17M
Nokia OyjNOK1.43M$18.99M