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GRAND ALLIANCE ASSET MANAGEMENT LTD
GRAND ALLIANCE ASSET MANAGEMENT LTD
Latest filing: 2026-06-30
GRAND ALLIANCE ASSET MANAGEMENT LTD runs GRAND ALLIANCE ASSET MANAGEMENT LTD and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $166.55M. Their top holdings are LITE, SNDK, MU, NOK, GLW. The top five represent 59.9% of reported portfolio weight. GRAND ALLIANCE ASSET MANAGEMENT LTD ranks #23 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GRAND ALLIANCE ASSET MANAGEMENT LTD initiated 5 new positions. They added to 1 existing position. They trimmed 9 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LITE LUMENTUM HLDGS INC | 16.11% | $601.88 | $866.71 | +44.00% | Trimmed -40.99% |
 SNDK SANDISK CORP | 12.64% | $635.34 | $1,596.10 | +151.22% | Trimmed -71.06% |
 MU MICRON TECHNOLOGY INC | 11.78% | $129.62 | $966.78 | +645.86% | Trimmed -19.05% |
 NOK NOKIA CORP | 11.40% | $13.28 | $10.21 | -23.13% | New Buy |
 GLW CORNING INC | 7.94% | $135.97 | $149.82 | +10.19% | Trimmed -0.38% |
 FORM FORMFACTOR INC | 7.17% | $159.93 | $114.16 | -28.62% | New Buy |
 WDC WESTERN DIGITAL CORP | 6.14% | $154.87 | $459.44 | +196.66% | Trimmed -55.56% |
 COHR COHERENT CORP | 5.20% | $238.21 | $289.26 | +21.43% | Trimmed -26.83% |
 TER TERADYNE INC | 4.36% | $483.84 | $375.74 | -22.34% | New Buy |
 LRCX LAM RESEARCH CORP | 3.90% | $213.66 | $314.00 | +46.96% | Trimmed -66.67% |
Showing 1-10 of 15