Q1 2025 · 13F-HR
Grand Alliance Asset Management Ltdholdings as filed
Filed 2025-05-15 · accession 0000905148-25-001682
$86.5M
Reported value
7
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $19.2M | 22.2% | 211,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $13.2M | 15.3% | 152,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $12.4M | 14.3% | 191,000 | Common | SOLE |
| Y8162K204 | SBLK | STAR BULK CARRIERS CORP. | $12.1M | 14.0% | 780,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.3M | 13.0% | 104,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $9.9M | 11.4% | 59,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $8.4M | 9.70% | 209,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.