Filed: 11/14/2025ACC: 0000905148-25-003971
📋 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 $161.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$161.72M
Total AUM (reported)
819.61K
Total Shares
Allocation by class
COM$125.84M77.8%
ORDINARY SHARES$27.37M16.9%
CL C$8.51M5.3%
Portfolio Concentration
Top 3$115.05M71.1%
4–10$46.67M28.9%
Top 3 weight
71.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 819.61K
Sole
Full voting authority
819.61K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
BROADCOM INC
SOLEShares136.30K
TypeSH
Market value$44.97M
27.81%
Sole
136.30K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares218.11K
TypeSH
Market value$42.71M
26.41%
Sole
218.11K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares188K
TypeSH
Market value$27.37M
16.93%
Sole
188K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares128K
TypeSH
Market value$21.42M
13.24%
Sole
128K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares60K
TypeSH
Market value$8.51M
5.26%
Sole
60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares42.20K
TypeSH
Market value$7.87M
4.87%
Sole
42.20K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares30K
TypeSH
Market value$6.83M
4.22%
Sole
30K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares17K
TypeSH
Market value$2.04M
1.26%
Sole
17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 136.30K | SH | $44.97M 27.81% | 136.30K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 218.11K | SH | $42.71M 26.41% | 218.11K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 188K | SH | $27.37M 16.93% | 188K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 128K | SH | $21.42M 13.24% | 128K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 60K | SH | $8.51M 5.26% | 60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 42.20K | SH | $7.87M 4.87% | 42.20K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 30K | SH | $6.83M 4.22% | 30K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 17K | SH | $2.04M 1.26% | 17K | 0.00 | 0.00 |