Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grand Alliance Asset Management Ltd (CIK 1986124) reported $165.2M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($37.2M, 22.55%), CLS ($25.1M, 15.18%), SNDK ($20.3M, 12.31%), AVGO ($14.9M, 8.99%), ONON ($12.1M, 7.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $37.2M | 22.55% | 53,000 | Added |
| 2 | CLS | CELESTICA INC | $25.1M | 15.18% | 89,000 | Added |
| 3 | SNDK | SANDISK CORP | $20.3M | 12.31% | 32,000 | New |
| 4 | AVGO | BROADCOM INC | $14.9M | 8.99% | 48,000 | Trimmed |
| 5 | ONON | ON HLDG AG | $12.1M | 7.31% | 355,000 | Added |
| 6 | WDC | WESTERN DIGITAL CORP | $9.7M | 5.90% | 36,000 | Trimmed |
| 7 | LRCX | LAM RESEARCH CORP | $9.6M | 5.82% | 45,000 | New |
| 8 | COHR | COHERENT CORP | $7.1M | 4.33% | 30,000 | New |
| 9 | MU | MICRON TECHNOLOGY INC | $7.1M | 4.30% | 21,000 | Trimmed |
| 10 | GLW | CORNING INC | $7.1M | 4.28% | 52,000 | New |
| 11 | NVDA | NVIDIA CORPORATION | $6.3M | 3.81% | 36,100 | Added |
| 12 | BE | BLOOM ENERGY CORP | $6.1M | 3.69% | 45,000 | Trimmed |
| 13 | TTMI | TTM TECHNOLOGIES INC | $2.5M | 1.53% | 26,000 | Trimmed |
| 14 | ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | Exited |
| 15 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31