Grand Alliance Asset Management Ltd: 13F holdings
CIK 19861242026Q2
| Positions | 15 |
|---|
| Reported value | $166.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 15 (+2 vs prior quarter) |
|---|
| Reported value | $166.5m (+0.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LITE LUMENTUM HLDGS INC | 31,275 | $26.8m | 16.1% |
| SNDK SANDISK CORP | 9,260 | $21.1m | 12.6% |
| MU MICRON TECHNOLOGY INC | 17,000 | $19.6m | 11.8% |
| NOK NOKIA CORP | 1,430,000 | $19.0m | 11.4% |
| GLW CORNING INC | 51,800 | $13.2m | 7.9% |
| FORM FORMFACTOR INC | 74,650 | $11.9m | 7.2% |
| WDC WESTERN DIGITAL CORP | 16,000 | $10.2m | 6.1% |
| COHR COHERENT CORP | 21,950 | $8.7m | 5.2% |
| TER TERADYNE INC | 15,000 | $7.3m | 4.4% |
| LRCX LAM RESEARCH CORP | 15,000 | $6.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1986124")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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