Grand Alliance Asset Management as of Sept. 30, 2025
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 27.8 | $45M | 136k | 329.91 | |
| Astera Labs (ALAB) | 26.4 | $43M | 218k | 195.80 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 16.9 | $27M | 188k | 145.61 | |
| Micron Technology (MU) | 13.2 | $21M | 128k | 167.32 | |
| Dell Technologies CL C (DELL) | 5.3 | $8.5M | 60k | 141.77 | |
| NVIDIA Corporation (NVDA) | 4.9 | $7.9M | 42k | 186.58 | |
| Nxp Semiconductors N V (NXPI) | 4.2 | $6.8M | 30k | 227.73 | |
| Western Digital (WDC) | 1.3 | $2.0M | 17k | 120.06 |
