Grand Alliance Asset Management Ltd: summary

Grand Alliance Asset Management Ltd reported 15 positions with a reported value of $166.55M in its 13F for Q2 2026. Compared with Q1 2026: 5 new positions, 3 exited.

Top positions

• Lumentum Holdings Inc
• SANDISK CORPORATION CMN
• MICRON TECHNOLOGY INC COM
• NOKIA CORP
• CORNING INC COM
• FormFactor Inc
• WESTERN DIGITAL CORP COM
• Coherent Corp
• TERADYNE INC COM
• LAM RESEARCH CORP COM NEW