Grand Alliance Asset Management as of March 31, 2024
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dell Technologies CL C (DELL) | 24.7 | $43M | 380k | 114.11 | |
| NVIDIA Corporation (NVDA) | 23.4 | $41M | 46k | 903.56 | |
| Broadcom (AVGO) | 10.6 | $19M | 14k | 1325.41 | |
| Pdd Holdings Sponsored Ads (PDD) | 9.8 | $17M | 148k | 116.25 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 9.5 | $17M | 700k | 23.87 | |
| Vertiv Holdings Com Cl A (VRT) | 7.9 | $14M | 170k | 81.67 | |
| Marvell Technology (MRVL) | 5.2 | $9.2M | 130k | 70.88 | |
| 4068594 Enphase Energy (ENPH) | 2.5 | $4.5M | 37k | 120.98 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $3.7M | 15k | 247.77 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.7 | $3.0M | 70k | 43.24 | |
| Tesla Motors (TSLA) | 1.5 | $2.6M | 15k | 175.79 | |
| ON Semiconductor (ON) | 1.0 | $1.8M | 25k | 73.55 |
