13F HOLDINGS REPORT
Grand Alliance Asset Management Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-003971
Total Value
$161.7M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 136,300 | $45.0M | 27.81% |
| 2 | ASTERA LABS INC | ALAB | 218,112 | $42.7M | 26.41% |
| 3 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 188,000 | $27.4M | 16.93% |
| 4 | MICRON TECHNOLOGY INC | MU | 128,000 | $21.4M | 13.24% |
| 5 | DELL TECHNOLOGIES INC | DELL | 60,000 | $8.5M | 5.26% |
| 6 | NVIDIA CORPORATION | NVDA | 42,200 | $7.9M | 4.87% |
| 7 | NXP SEMICONDUCTORS N V | NXPI | 30,000 | $6.8M | 4.22% |
| 8 | WESTERN DIGITAL CORP | WDC | 17,000 | $2.0M | 1.26% |