Grand Alliance Asset Management as of June 30, 2024
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 28.0 | $59M | 475k | 123.54 | |
| Dell Technologies CL C (DELL) | 22.4 | $47M | 340k | 137.91 | |
| Pdd Holdings Sponsored Ads (PDD) | 11.6 | $24M | 183k | 132.95 | |
| Broadcom (AVGO) | 10.7 | $23M | 14k | 1605.53 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 6.3 | $13M | 540k | 24.38 | |
| Vertiv Holdings Com Cl A (VRT) | 6.0 | $13M | 145k | 86.57 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 5.3 | $11M | 143k | 77.73 | |
| Marvell Technology (MRVL) | 3.8 | $8.0M | 115k | 69.90 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $4.0M | 15k | 269.09 | |
| 4068594 Enphase Energy (ENPH) | 1.8 | $3.7M | 37k | 99.71 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.3 | $2.7M | 70k | 39.28 | |
| ON Semiconductor (ON) | 0.8 | $1.7M | 25k | 68.55 |
