Grand Alliance Asset Management Ltd — 13F holdings

Grand Alliance Asset Management Ltd reported 15 holdings worth $167M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. LITE LUMENTUM HLDGS INC — $26.8M (16.1%)
  2. SNDK SANDISK CORP — $21.1M (12.6%)
  3. MU MICRON TECHNOLOGY INC — $19.6M (11.8%)
  4. NOK NOKIA CORP — $19.0M (11.4%)
  5. GLW CORNING INC — $13.2M (7.9%)
  6. FORM FORMFACTOR INC — $11.9M (7.2%)
  7. WDC WESTERN DIGITAL CORP — $10.2M (6.1%)
  8. COHR COHERENT CORP — $8.66M (5.2%)
  9. TER TERADYNE INC — $7.26M (4.4%)
  10. LRCX LAM RESEARCH CORP — $6.50M (3.9%)