Q3 2025 · 13F-HR
Grand Alliance Asset Management Ltdholdings as filed
Filed 2025-11-14 · accession 0000905148-25-003971
The Brief · Grand Alliance Asset Management Ltd · Q3 2025
AI · grounded in 13F
Grand Alliance Asset Management Ltd established a new position in Astera Labs Inc ALAB worth $42.7M. The fund also opened new stakes in NXP Semiconductors N V and Western Digital Corp WDC, while increasing its holdings in Micron Technology Inc MU by 113.3% and Credo Technology Group Holdi by 95.8%. Offsets included closing positions in Star Bulk Carriers Corp., Marvell Technology Inc MRVL, and Coherent Corp COHR.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 11135F101 | AVGO | BROADCOM INC | $45.0M | 27.8% | 136,300 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $42.7M | 26.4% | 218,112 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $27.4M | 16.9% | 188,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $21.4M | 13.2% | 128,000 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $8.5M | 5.26% | 60,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.9M | 4.87% | 42,200 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $6.8M | 4.22% | 30,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $2.0M | 1.26% | 17,000 | 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.