13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000905148-25-002896
Total Value
$88.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 138,550 | $38.2M | 43.15% |
| 2 | DELL TECHNOLOGIES INC | DELL | 109,000 | $13.4M | 15.10% |
| 3 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 96,000 | $8.9M | 10.04% |
| 4 | STAR BULK CARRIERS CORP. | SBLK | 500,000 | $8.6M | 9.75% |
| 5 | MICRON TECHNOLOGY INC | MU | 60,000 | $7.4M | 8.36% |
| 6 | NVIDIA CORPORATION | NVDA | 40,200 | $6.4M | 7.18% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 47,000 | $3.6M | 4.11% |
| 8 | COHERENT CORP | COHR | 23,000 | $2.1M | 2.32% |