13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000905148-24-003085
Total Value
$150.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 430,000 | $52.2M | 34.76% |
| 2 | DELL TECHNOLOGIES INC | DELL | 330,000 | $39.1M | 26.04% |
| 3 | APPLE INC | AAPL | 60,000 | $14.0M | 9.31% |
| 4 | STAR BULK CARRIERS CORP. | SBLK | 540,000 | $12.8M | 8.52% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 146,150 | $11.1M | 7.38% |
| 6 | PDD HOLDINGS INC | PDD | 71,230 | $9.6M | 6.39% |
| 7 | NXP SEMICONDUCTORS N V | NXPI | 15,000 | $3.6M | 2.40% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 45,000 | $3.2M | 2.16% |
| 9 | ASML HOLDING N V | ASMLF | 3,000 | $2.5M | 1.66% |
| 10 | STMICROELECTRONICS N V | STMEF | 70,000 | $2.1M | 1.39% |