Grand Alliance Asset Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LUMENTUM HLDGS INC(LITE) | 16,000 | 53,000 | +37,000 | 5,897,440 | 37,246,280 | 22.55% | +31,348,840 |
| CELESTICA INC(CLS) | 16,000 | 89,000 | +73,000 | 4,729,760 | 25,069,520 | 15.18% | +20,339,760 |
| SANDISK CORP(SNDK) | 0 | 32,000 | +32,000 | 0 | 20,330,880 | 12.31% | +20,330,880 |
| LAM RESEARCH CORP(LRCX) | 0 | 45,000 | +45,000 | 0 | 9,614,700 | 5.82% | +9,614,700 |
| COHERENT CORP(COHR) | 0 | 30,000 | +30,000 | 0 | 7,146,300 | 4.33% | +7,146,300 |
| CORNING INC(GLW) | 0 | 52,000 | +52,000 | 0 | 7,070,440 | 4.28% | +7,070,440 |
| ON HLDG AG(ONON) | 230,000 | 355,000 | +125,000 | 10,690,400 | 12,077,100 | 7.31% | +1,386,700 |
| WESTERN DIGITAL CORP(WDC) | 51,000 | 36,000 | -15,000 | 8,785,770 | 9,737,640 | 5.90% | +951,870 |
| NVIDIA CORPORATION(NVDA) | 32,100 | 36,100 | +4,000 | 5,986,650 | 6,295,840 | 3.81% | +309,190 |
| BLOOM ENERGY CORP | 83,000 | 45,000 | -38,000 | 7,211,870 | 6,097,050 | 3.69% | -1,114,820 |
| TTM TECHNOLOGIES INC(TTMI) | 75,000 | 26,000 | -49,000 | 5,175,000 | 2,532,920 | 1.53% | -2,642,080 |
| ASTERA LABS INC(ALAB) | 38,802 | 0 | -38,802 | 6,455,101 | 0 | — | -6,455,101 |
| BROADCOM INC(AVGO) | 63,700 | 48,000 | -15,700 | 22,046,570 | 14,856,480 | 8.99% | -7,190,090 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 176,000 | 0 | -176,000 | 25,324,640 | 0 | — | -25,324,640 |
| MICRON TECHNOLOGY INC(MU) | 123,000 | 21,000 | -102,000 | 35,105,430 | 7,094,640 | 4.30% | -28,010,790 |