13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000905148-25-001682
Total Value
$86.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DELL TECHNOLOGIES INC | DELL | 211,000 | $19.2M | 22.23% |
| 2 | MICRON TECHNOLOGY INC | MU | 152,000 | $13.2M | 15.26% |
| 3 | COHERENT CORP | COHR | 191,000 | $12.4M | 14.34% |
| 4 | STAR BULK CARRIERS CORP. | SBLK | 780,000 | $12.1M | 14.03% |
| 5 | NVIDIA CORPORATION | NVDA | 104,000 | $11.3M | 13.03% |
| 6 | BROADCOM INC | AVGO | 59,000 | $9.9M | 11.42% |
| 7 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 209,000 | $8.4M | 9.70% |