Grand Alliance Asset Management Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$88.5B
Holdings
8
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 138,550 | $38.2B | 43.15% | |
| 2 | DELLDELL TECHNOLOGIES INC | 109,000 | $13.4B | 15.10% | |
| 3 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 96,000 | $8.9B | 10.04% | |
| 4 | SBLKSTAR BULK CARRIERS CORP. | 500,000 | $8.6B | 9.75% | |
| 5 | MUMICRON TECHNOLOGY INC | 60,000 | $7.4B | 8.36% | |
| 6 | NVDANVIDIA CORPORATION | 40,200 | $6.4B | 7.18% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 47,000 | $3.6B | 4.11% | |
| 8 | COHRCOHERENT CORP | 23,000 | $2.1B | 2.32% |