Grand Alliance Asset Management Ltd
Top Portfolio Positions
13 positions ·
$165,169,790 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
53,000 | $37,246,280 | 22.55% | |
| CLS |
Celestica Inc
Technology
|
89,000 | $25,069,520 | 15.18% | |
| SNDK |
Sandisk Corp
Technology
|
32,000 | $20,330,880 | 12.31% | |
| AVGO |
Broadcom Inc.
Technology
|
48,000 | $14,856,480 | 8.99% | |
| ONON |
On Holding AG
Consumer Cyclical
|
355,000 | $12,077,100 | 7.31% | |
| WDC |
Western Digital Corp
Technology
|
36,000 | $9,737,640 | 5.90% | |
| LRCX |
Lam Research Corp
Technology
|
45,000 | $9,614,700 | 5.82% | |
| COHR |
Coherent Corp.
Technology
|
30,000 | $7,146,300 | 4.33% | |
| MU |
Micron Technology Inc
Technology
|
21,000 | $7,094,640 | 4.30% | |
| GLW |
Corning Inc /Ny
Technology
|
52,000 | $7,070,440 | 4.28% |
Portfolio Trend
10 quarters · across all stocks
Holdings in ONON
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,077,100 | 355,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,690,400 | 230,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||