Grand Alliance Asset Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Grand Alliance Asset Management LTD disclosed 13 US equity positions worth $165.2m in its Q1 2026 13F filing. The largest position was LITE at 22.6% of the reported book, followed by CLS and SNDK.
What did Grand Alliance Asset Management LTD own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LITE LUMENTUM HLDGS INC | Technology | 22.6% | $37.2m | 53,000 | – | |
| 2 | CLS CELESTICA INC | Technology | 15.2% | $25.1m | 89,000 | – | |
| 3 | SNDK SANDISK CORP | Technology | 12.3% | $20.3m | 32,000 | – | |
| 4 | AVGO BROADCOM INC | Technology | 9.0% | $14.9m | 48,000 | – | |
| 5 | ON HLDG AG | 7.3% | $12.1m | 355,000 | – | ||
| 6 | WDC WESTERN DIGITAL CORP | Technology | 5.9% | $9.7m | 36,000 | – | |
| 7 | LRCX LAM RESEARCH CORP | Technology | 5.8% | $9.6m | 45,000 | – | |
| 8 | COHR COHERENT CORP | Technology | 4.3% | $7.1m | 30,000 | – | |
| 9 | MU MICRON TECHNOLOGY INC | Technology | 4.3% | $7.1m | 21,000 | – | |
| 10 | GLW CORNING INC | Technology | 4.3% | $7.1m | 52,000 | – | |
| 11 | NVDA NVIDIA CORPORATION | Technology | 3.8% | $6.3m | 36,100 | – | |
| 12 | BE BLOOM ENERGY CORP | Industrials | 3.7% | $6.1m | 45,000 | – | |
| 13 | TTMI TTM TECHNOLOGIES INC | Technology | 1.5% | $2.5m | 26,000 | – |
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.