Grand Alliance Asset Management as of Dec. 31, 2025
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 25.5 | $35M | 123k | 285.41 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 18.4 | $25M | 176k | 143.89 | |
| Broadcom (AVGO) | 16.0 | $22M | 64k | 346.10 | |
| On Hldg Namen Akt A (ONON) | 7.8 | $11M | 230k | 46.48 | |
| Western Digital (WDC) | 6.4 | $8.8M | 51k | 172.27 | |
| Bloom Energy Corp Com Cl A (BE) | 5.2 | $7.2M | 83k | 86.89 | |
| Astera Labs (ALAB) | 4.7 | $6.5M | 39k | 166.36 | |
| NVIDIA Corporation (NVDA) | 4.4 | $6.0M | 32k | 186.50 | |
| Lumentum Hldgs (LITE) | 4.3 | $5.9M | 16k | 368.59 | |
| TTM Technologies (TTMI) | 3.8 | $5.2M | 75k | 69.00 | |
| Celestica (CLS) | 3.4 | $4.7M | 16k | 295.61 |
