Grand Alliance Asset Management Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$137.4M
Holdings
11
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 123,000 | $35.1M | 25.55% | |
| 2 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 176,000 | $25.3M | 18.43% | |
| 3 | AVGOBROADCOM INC | 63,700 | $22.0M | 16.04% | |
| 4 | ONONON HLDG AG | 230,000 | $10.7M | 7.78% | |
| 5 | WDCWESTERN DIGITAL CORP | 51,000 | $8.8M | 6.39% | |
| 6 | BEBLOOM ENERGY CORP | 83,000 | $7.2M | 5.25% | |
| 7 | ALABASTERA LABS INC | 38,802 | $6.5M | 4.70% | |
| 8 | NVDANVIDIA CORPORATION | 32,100 | $6.0M | 4.36% | |
| 9 | LITELUMENTUM HLDGS INC | 16,000 | $5.9M | 4.29% | |
| 10 | TTMITTM TECHNOLOGIES INC | 75,000 | $5.2M | 3.77% | |
| 11 | CLSCELESTICA INC | 16,000 | $4.7M | 3.44% |