13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000905148-24-002184
Total Value
$209.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 475,000 | $58.7M | 28.03% |
| 2 | DELL TECHNOLOGIES INC | DELL | 340,000 | $46.9M | 22.40% |
| 3 | PDD HOLDINGS INC | PDD | 182,460 | $24.3M | 11.59% |
| 4 | BROADCOM INC | AVGO | 14,000 | $22.5M | 10.74% |
| 5 | STAR BULK CARRIERS CORP. | SBLK | 540,000 | $13.2M | 6.29% |
| 6 | VERTIV HOLDINGS CO | VRT | 145,000 | $12.6M | 6.00% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 142,520 | $11.1M | 5.29% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 115,000 | $8.0M | 3.84% |
| 9 | NXP SEMICONDUCTORS N V | NXPI | 15,000 | $4.0M | 1.93% |
| 10 | ENPHASE ENERGY INC | ENPH | 37,000 | $3.7M | 1.76% |
| 11 | STMICROELECTRONICS N V | STMEF | 70,000 | $2.7M | 1.31% |
| 12 | ON SEMICONDUCTOR CORP | ON | 25,000 | $1.7M | 0.82% |