Filed: 8/14/2025ACC: 0000905148-25-002896
📋 What this filing means
GRAND ALLIANCE ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $88.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$88.50M
Total AUM (reported)
1.01M
Total Shares
Allocation by class
COM$57.63M65.1%
CL C$13.36M15.1%
ORDINARY SHARES$8.89M10.0%
SHS PAR$8.63M9.7%
Portfolio Concentration
Top 3$60.44M68.3%
4–10$28.06M31.7%
Top 3 weight
68.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Sole
Full voting authority
991.15K
shares
% of voting shares97.8%
Shared
Joint voting authority
22.60K
shares
% of voting shares2.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings8
Rows:
BROADCOM INC
SOLEShares138.55K
TypeSH
Market value$38.19M
43.15%
Sole
115.95K
Shared
22.60K
None
0.00
DELL TECHNOLOGIES INC
SOLEShares109K
TypeSH
Market value$13.36M
15.10%
Sole
109K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares96K
TypeSH
Market value$8.89M
10.04%
Sole
96K
Shared
0.00
None
0.00
STAR BULK CARRIERS CORP.
SOLEShares500K
TypeSH
Market value$8.63M
9.75%
Sole
500K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares60K
TypeSH
Market value$7.39M
8.36%
Sole
60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares40.20K
TypeSH
Market value$6.35M
7.18%
Sole
40.20K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares47K
TypeSH
Market value$3.64M
4.11%
Sole
47K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares23K
TypeSH
Market value$2.05M
2.32%
Sole
23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 138.55K | SH | $38.19M 43.15% | 115.95K | 22.60K | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 109K | SH | $13.36M 15.10% | 109K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 96K | SH | $8.89M 10.04% | 96K | 0.00 | 0.00 |
STAR BULK CARRIERS CORP.SOLE | SHS PAR | 500K | SH | $8.63M 9.75% | 500K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 60K | SH | $7.39M 8.36% | 60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40.20K | SH | $6.35M 7.18% | 40.20K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 47K | SH | $3.64M 4.11% | 47K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 23K | SH | $2.05M 2.32% | 23K | 0.00 | 0.00 |