Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grand Alliance Asset Management Ltd (CIK 1986124) reported $166.5M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LITE ($26.8M, 16.11%), SNDK ($21.1M, 12.64%), MU ($19.6M, 11.78%), NOK ($19.0M, 11.40%), GLW ($13.2M, 7.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $26.8M | 16.11% | 31,275 | Trimmed |
| 2 | SNDK | SANDISK CORP | $21.1M | 12.64% | 9,260 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $19.6M | 11.78% | 17,000 | Trimmed |
| 4 | NOK | NOKIA CORP | $19.0M | 11.40% | 1.4M | New |
| 5 | GLW | CORNING INC | $13.2M | 7.94% | 51,800 | Trimmed |
| 6 | FORM | FORMFACTOR INC | $11.9M | 7.17% | 74,650 | New |
| 7 | WDC | WESTERN DIGITAL CORP | $10.2M | 6.14% | 16,000 | Trimmed |
| 8 | COHR | COHERENT CORP | $8.7M | 5.20% | 21,950 | Trimmed |
| 9 | TER | TERADYNE INC | $7.3M | 4.36% | 15,000 | New |
| 10 | LRCX | LAM RESEARCH CORP | $6.5M | 3.90% | 15,000 | Trimmed |
| 11 | VIAV | VIAVI SOLUTIONS INC | $6.2M | 3.70% | 129,200 | New |
| 12 | VSH | VISHAY INTERTECHNOLOGY INC | $5.6M | 3.34% | 103,400 | New |
| 13 | TTMI | TTM TECHNOLOGIES INC | $5.5M | 3.28% | 29,200 | Added |
| 14 | BE | BLOOM ENERGY CORP | $3.0M | 1.82% | 10,000 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.0M | 1.21% | 10,100 | Trimmed |
| 16 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 17 | CLS | CELESTICA INC | $0 | 0.00% | 0 | Exited |
| 18 | ONON | ON HLDG AG | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30