Fund Holdings — Grand Alliance Asset Management Ltd

Total Portfolio Value:
$137.41M
Total Bought:
$40.45M
Total Sold:
$92.14M
Net Transaction:
-$51.69M
Notable People:
Francis Ho Yuen Tong
Securities
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SharesValue
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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Micron Technology, Inc.(MU)128,000123,000-5,000$21.42M$35.11M25.55%+$13.69M
Credo Technology Group Holdi
ORDINARY SHARES
188,000176,000-12,000$27.37M$25.32M18.43%-$2.05M
Broadcom Inc.(AVGO)136,30063,700-72,600$44.97M$22.05M16.04%-$22.92M
On Holding AGNAMEN AKT A(ONON)0230,000+230,000$0$10.69M7.78%+$10.69M
Western Digital Corporation(WDC)17,00051,000+34,000$2.04M$8.79M6.39%+$6.74M
Bloom Energy CorpCL A083,000+83,000$0$7.21M5.25%+$7.21M
Astera Labs, Inc.(ALAB)218,11238,802-179,310$42.71M$6.46M4.70%-$36.25M
NVIDIA Corporation(NVDA)42,20032,100-10,100$7.87M$5.99M4.36%-$1.89M
Lumentum Holdings Inc.(LITE)016,000+16,000$0$5.90M4.29%+$5.90M
TTM Technologies, Inc.(TTMI)075,000+75,000$0$5.17M3.77%+$5.17M
Celestica Inc.(CLS)016,000+16,000$0$4.73M3.44%+$4.73M
Dell Technologies Inc.CL C(DELL)60,0000-60,000$8.51M$0—-$8.51M
Nxp Semiconductors N V
COM
30,0000-30,000$6.83M$0—-$6.83M
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Grand Alliance Asset Management Ltd — 13F Holdings — Q4 2025 | TickerTrail