Grand Alliance Asset Management

Latest statistics and disclosures from Grand Alliance Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DELL, NVDA, SBLK, AVGO, COHR, and represent 91.89% of Grand Alliance Asset Management's stock portfolio.
  • Added to shares of these 3 stocks: AVGO (+$7.9M), COHR (+$7.6M), SBLK.
  • Started 2 new stock positions in AVGO, COHR.
  • Reduced shares in these 7 stocks: NVDA (-$35M), AAPL (-$14M), PDD (-$9.6M), EDU (-$9.0M), , DELL, STM.
  • Sold out of its positions in AAPL, PDD, STM, NXPI.
  • Grand Alliance Asset Management was a net seller of stock by $-59M.
  • Grand Alliance Asset Management has $91M in assets under management (AUM), dropping by -39.40%.
  • Central Index Key (CIK): 0001986124

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Portfolio Holdings for Grand Alliance Asset Management

Grand Alliance Asset Management holds 8 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dell Technologies CL C (DELL) 38.0 $35M -9% 300k 115.24
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NVIDIA Corporation (NVDA) 24.8 $23M -60% 168k 134.29
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Star Bulk Carriers Corp. Shs Par (SBLK) 12.2 $11M +37% 740k 14.95
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Broadcom (AVGO) 8.7 $7.9M NEW 34k 231.84
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Coherent Corp (COHR) 8.3 $7.6M NEW 80k 94.73
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Marvell Technology (MRVL) 5.5 $5.0M 45k 110.45
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Asml Holding N V N Y Registry Shs (ASML) 2.3 $2.1M 3.0k 693.08
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New Oriental Ed & Technology Spon Adr (EDU) 0.4 $331k -96% 5.2k 64.18
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Past Filings by Grand Alliance Asset Management

SEC 13F filings are viewable for Grand Alliance Asset Management going back to 2023