Grand Alliance Asset Management as of March 31, 2026
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 22.6 | $37M | 53k | 702.76 | |
| Celestica (CLS) | 15.2 | $25M | 89k | 281.68 | |
| Sandisk Corp (SNDK) | 12.3 | $20M | 32k | 635.34 | |
| Broadcom (AVGO) | 9.0 | $15M | 48k | 309.51 | |
| On Hldg Namen Akt A (ONON) | 7.3 | $12M | 355k | 34.02 | |
| Western Digital (WDC) | 5.9 | $9.7M | 36k | 270.49 | |
| Lam Research Corp Com New (LRCX) | 5.8 | $9.6M | 45k | 213.66 | |
| Coherent Corp (COHR) | 4.3 | $7.1M | 30k | 238.21 | |
| Micron Technology (MU) | 4.3 | $7.1M | 21k | 337.84 | |
| Corning Incorporated (GLW) | 4.3 | $7.1M | 52k | 135.97 | |
| NVIDIA Corporation (NVDA) | 3.8 | $6.3M | 36k | 174.40 | |
| Bloom Energy Corp Com Cl A (BE) | 3.7 | $6.1M | 45k | 135.49 | |
| TTM Technologies (TTMI) | 1.5 | $2.5M | 26k | 97.42 |
