Grand Alliance Asset Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASTERA LABS INC(ALAB) | 0 | 218,112 | +218,112 | 0 | 42,706,330 | 26.41% | +42,706,330 |
| CREDO TECHNOLOGY GROUP HOLDI | 96,000 | 188,000 | +92,000 | 8,888,640 | 27,374,680 | 16.93% | +18,486,040 |
| MICRON TECHNOLOGY INC(MU) | 60,000 | 128,000 | +68,000 | 7,395,000 | 21,416,960 | 13.24% | +14,021,960 |
| NXP SEMICONDUCTORS N V | 0 | 30,000 | +30,000 | 0 | 6,831,900 | 4.22% | +6,831,900 |
| BROADCOM INC(AVGO) | 138,550 | 136,300 | -2,250 | 38,191,308 | 44,966,733 | 27.81% | +6,775,425 |
| WESTERN DIGITAL CORP(WDC) | 0 | 17,000 | +17,000 | 0 | 2,041,020 | 1.26% | +2,041,020 |
| NVIDIA CORPORATION(NVDA) | 40,200 | 42,200 | +2,000 | 6,351,198 | 7,873,676 | 4.87% | +1,522,478 |
| COHERENT CORP(COHR) | 23,000 | 0 | -23,000 | 2,051,830 | 0 | — | -2,051,830 |
| MARVELL TECHNOLOGY INC(MRVL) | 47,000 | 0 | -47,000 | 3,637,800 | 0 | — | -3,637,800 |
| DELL TECHNOLOGIES INC(DELL) | 109,000 | 60,000 | -49,000 | 13,363,400 | 8,506,200 | 5.26% | -4,857,200 |
| STAR BULK CARRIERS CORP.(SBLK) | 500,000 | 0 | -500,000 | 8,625,000 | 0 | — | -8,625,000 |