account_balance
Investment manager · 13F filer · SEC CIK 1986124
Grand Alliance Asset Management Ltd
Reported value$167Mas of Jun 30, 2026
Positions15 5 new, 3 sold out
Top 10 weight86.6%LITE alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LITELumentum Holdings Inc.
16.1%Trimmed −41%
SNDKSandisk Corp
12.6%Trimmed −71%
MUMicron Technology Inc
11.8%Trimmed −19%
NOKNokia Corp
11.4%New
GLWCorning Inc
7.9%
FORMFormFactor Inc
7.2%New
WDCWestern Digital Corp
6.1%Trimmed −56%
COHRCoherent Corp.
5.2%Trimmed −27%
TERTeradyne, Inc
4.4%New
LRCXLam Research Corp
3.9%−67%
VIAVViavi Solutions Inc.
3.7%New
VSHVishay Intertechnology Inc
3.3%New
LITELumentum Holdings Inc.
16.1%Trimmed −41%
SNDKSandisk Corp
12.6%Trimmed −71%
MUMicron Technology Inc
11.8%−19%
NOKNokia Corp
11.4%New
GLWCorning Inc
7.9%
FORMFormFactor Inc
7.2%
WDCWestern Digital Corp
6.1%
COHRCoherent Corp.
5.2%
TER4.4%LRCXVIAVVSHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LITE Lumentum Holdings Inc. 16.1% Trimmed −41%SNDK Sandisk Corp 12.6% Trimmed −71%MU Micron Technology Inc 11.8% Trimmed −19%NOK Nokia Corp 11.4% NewGLW Corning Inc 7.9% HeldFORM FormFactor Inc 7.2% NewWDC Western Digital Corp 6.1% Trimmed −56%COHR Coherent Corp. 5.2% Trimmed −27%TER Teradyne, Inc 4.4% NewLRCX Lam Research Corp 3.9% Trimmed −67%VIAV Viavi Solutions Inc. 3.7% NewVSH Vishay Intertechnology Inc 3.3% New
What changed
Biggest moves since Mar 31, 2026
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