Loading…
CIK 0001986124 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("grand-alliance-asset-management-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ASTERA LABS INC | COM | $6.5M | 4.7%Prev: 26.4% | 38,802 SH | Decreased-179,310 SH |
| BLOOM ENERGY CORP | COM CL A | $7.2M | 5.2% | 83,000 SH | New |
| BROADCOM INC | COM | $22.0M | 16.0%Prev: 27.8% | 63,700 SH | Decreased-72,600 SH |
| CELESTICA INC | COM | $4.7M | 3.4% | 16,000 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $25.3M | 18.4%Prev: 16.9% | 176,000 SH | Decreased-12,000 SH |
| LUMENTUM HLDGS INC | COM | $5.9M | 4.3% | 16,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $35.1M | 25.5%Prev: 13.2% | 123,000 SH | Increased-5,000 SH |
| NVIDIA CORPORATION | COM | $6.0M | 4.4%Prev: 4.9% | 32,100 SH | Decreased-10,100 SH |
| ON HLDG AG | NAMEN AKT A | $10.7M | 7.8% | 230,000 SH | New |
| TTM TECHNOLOGIES INC | COM | $5.2M | 3.8% | 75,000 SH | New |
| WESTERN DIGITAL CORP | COM | $8.8M | 6.4%Prev: 1.3% | 51,000 SH | Increased+34,000 SH |
| 13F-HR |
| 0000905148-26-003674 |
| $166.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002896 | $88.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002314 | $165.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001682 | $86.5M | View |