13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000905148-25-000601
Total Value
$91.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DELL TECHNOLOGIES INC | DELL | 300,000 | $34.6M | 37.98% |
| 2 | NVIDIA CORPORATION | NVDA | 168,000 | $22.6M | 24.78% |
| 3 | STAR BULK CARRIERS CORP. | SBLK | 740,000 | $11.1M | 12.15% |
| 4 | BROADCOM INC | AVGO | 34,000 | $7.9M | 8.66% |
| 5 | COHERENT CORP | COHR | 80,000 | $7.6M | 8.32% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 45,000 | $5.0M | 5.46% |
| 7 | ASML HOLDING N V | ASMLF | 3,000 | $2.1M | 2.28% |
| 8 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 5,150 | $330,527 | 0.36% |