13F HOLDINGS REPORT
Valliance Asset Management Ltd
Quarter ended Q4 2023 · Filed October 27, 2023 · Accession 0001846639-23-000006
Total Value
$27.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | ZTOEF | 9,700,000 | $9.4M | 34.29% |
| 2 | NVIDIA CORPORATION | NVDA | 7,200 | $3.1M | 11.39% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 57,000 | $3.1M | 11.22% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 20,300 | $2.1M | 7.59% |
| 5 | KLA CORP | KLAC | 4,500 | $2.1M | 7.51% |
| 6 | BROADCOM INC | AVGO | 2,265 | $1.9M | 6.84% |
| 7 | YS BIOPHARMA CO LTD | G9845F109 | 1,607,175 | $1.3M | 4.68% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 4,500 | $1.1M | 3.84% |
| 9 | TERADYNE INC | TER | 10,400 | $1.0M | 3.80% |
| 10 | MICROSOFT CORP | MSFT | 3,200 | $1.0M | 3.68% |
| 11 | AMAZON COM INC | AMZN | 7,500 | $953,400 | 3.47% |
| 12 | ORACLE CORP | ORCL-PD | 4,000 | $423,680 | 1.54% |
| 13 | YS BIOPHARMA CO LTD | G9845F117 | 750,000 | $30,900 | 0.11% |
| 14 | HH&L ACQUISITION CO | G39714129 | 400,000 | $11,320 | 0.04% |