13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000905148-24-001406
Total Value
$175.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DELL TECHNOLOGIES INC | DELL | 380,000 | $43.4M | 24.68% |
| 2 | NVIDIA CORPORATION | NVDA | 45,500 | $41.1M | 23.40% |
| 3 | BROADCOM INC | AVGO | 14,000 | $18.6M | 10.56% |
| 4 | PDD HOLDINGS INC | PDD | 147,460 | $17.1M | 9.76% |
| 5 | STAR BULK CARRIERS CORP. | SBLK | 700,000 | $16.7M | 9.51% |
| 6 | VERTIV HOLDINGS CO | VRT | 170,000 | $13.9M | 7.90% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 130,000 | $9.2M | 5.25% |
| 8 | ENPHASE ENERGY INC | ENPH | 37,000 | $4.5M | 2.55% |
| 9 | NXP SEMICONDUCTORS N V | NXPI | 15,000 | $3.7M | 2.12% |
| 10 | STMICROELECTRONICS N V | STMEF | 70,000 | $3.0M | 1.72% |
| 11 | TESLA INC | TSLA | 15,000 | $2.6M | 1.50% |
| 12 | ON SEMICONDUCTOR CORP | ON | 25,000 | $1.8M | 1.05% |