Grand Alliance Asset Management Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Grand Alliance Asset Management Ltd disclosed 8 US equity positions worth $161.7m in its Q3 2025 13F filing. The largest position was AVGO at 27.8% of the reported book, followed by ALAB and CRDO. Against the Q2 2025 filing, it opened 3 new positions, added to 3 and reduced 2 among the top 8 holdings.
What did Grand Alliance Asset Management Ltd own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 27.8% | $45.0m | 136,300 | -2% | reduced |
| 2 | ALAB ASTERA LABS INC | Technology | 26.4% | $42.7m | 218,112 | – | new |
| 3 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 16.9% | $27.4m | 188,000 | 96% | added |
| 4 | MU MICRON TECHNOLOGY INC | Technology | 13.2% | $21.4m | 128,000 | 113% | added |
| 5 | DELL DELL TECHNOLOGIES INC | Technology | 5.3% | $8.5m | 60,000 | -45% | reduced |
| 6 | NVDA NVIDIA CORPORATION | Technology | 4.9% | $7.9m | 42,200 | 5% | added |
| 7 | NXPI NXP SEMICONDUCTORS N V | Technology | 4.2% | $6.8m | 30,000 | – | new |
| 8 | WDC WESTERN DIGITAL CORP | Technology | 1.3% | $2.0m | 17,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.