Valliance Asset Management Ltd: 13F holdings
CIK 18466392026Q2
| Positions | 7 |
|---|
| Reported value | $864.3m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 7 (-1 vs prior quarter) |
|---|
| Reported value | $864.3m (+609.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 88,949 | $202.2m | 23.4% |
| MU MICRON TECHNOLOGY INC | 163,980 | $189.3m | 21.9% |
| ALAB ASTERA LABS INC | 337,150 | $162.9m | 18.8% |
| INTC INTEL CORP | 1,157,904 | $161.7m | 18.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 2,722,290 | $146.4m | 16.9% |
| GLD SPDR GOLD TR | 3,840 | $1.4m | 0.2% |
| CRWD CROWDSTRIKE HLDGS INC | 600 | $457,884 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846639")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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