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Grand Alliance Asset Management Ltd

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13F filer, CIK 1986124, HONG KONG, Hong Kong

Grand Alliance Asset Management Ltd reported $165,169,790 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 90.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002314

Period
2026-03-31
Reported value
$165M
Holdings
13
Top 10 weight
90.96%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LITEadded+37,000$26M
CLSadded+73,000$20.6M
SNDKnew+32,000$20.3M
LRCXnew+45,000$9.61M
COHRnew+30,000$7.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MUreduced-102,000-$34.5M
CRDOexited-176,000-$25.3M
ALABexited-38,802-$6.46M
BEreduced-38,000-$5.15M
AVGOreduced-15,700-$4.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000905148-26-002314, largest first. % of portfolio is the value over $165,169,790, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 53,000 shares 53,000$37.2M22.55%+37,000Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 89,000 shares 89,000$25.1M15.18%+73,000Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,000 shares 32,000$20.3M12.31%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 59,000 shares; 2025Q2: 138,550 shares; 2025Q3: 136,300 shares; 2025Q4: 63,700 shares; 2026Q1: 48,000 shares 48,000$14.9M8.99%-15,700Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,000 shares; 2026Q1: 355,000 shares 355,000$12.1M7.31%+125,000Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 51,000 shares; 2026Q1: 36,000 shares 36,000$9.74M5.9%-15,000Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000$9.61M5.82%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,000 shares; 2025Q1: 191,000 shares; 2025Q2: 23,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$7.15M4.33%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,000 shares; 2025Q2: 60,000 shares; 2025Q3: 128,000 shares; 2025Q4: 123,000 shares; 2026Q1: 21,000 shares 21,000$7.09M4.3%-102,000Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares 52,000$7.07M4.28%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,000 shares; 2024Q4: 168,000 shares; 2025Q1: 104,000 shares; 2025Q2: 40,200 shares; 2025Q3: 42,200 shares; 2025Q4: 32,100 shares; 2026Q1: 36,100 shares 36,100$6.3M3.81%+4,000Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,000 shares; 2026Q1: 45,000 shares 45,000$6.1M3.69%-38,000Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares; 2026Q1: 26,000 shares 26,000$2.53M1.53%-49,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRDOCREDO TECHNOLOGY GROUP HOLDI176,000$25.3Mshares
ALABASTERA LABS INC38,802$6.46Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-002314 base2026-05-15acceptance time not in the bulk data set