Filed: 2/17/2026ACC: 0000905148-26-000802
📋 What this filing means
GRAND ALLIANCE ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $137.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$137.41M
Total AUM (reported)
904.60K
Total Shares
Allocation by class
COM$94.18M68.5%
ORDINARY SHARES$25.32M18.4%
NAMEN AKT A$10.69M7.8%
COM CL A$7.21M5.2%
Portfolio Concentration
Top 3$82.48M60.0%
4–10$50.20M36.5%
11–25$4.73M3.4%
Top 3 weight
60.0%
Top 10 weight
96.6%
Voting Authority Distribution
Total shares with voting rights: 904.60K
Sole
Full voting authority
904.60K
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
MICRON TECHNOLOGY INC
SOLEShares123K
TypeSH
Market value$35.11M
25.55%
Sole
123K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares176K
TypeSH
Market value$25.32M
18.43%
Sole
176K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares63.70K
TypeSH
Market value$22.05M
16.04%
Sole
63.70K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares230K
TypeSH
Market value$10.69M
7.78%
Sole
230K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares51K
TypeSH
Market value$8.79M
6.39%
Sole
51K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares83K
TypeSH
Market value$7.21M
5.25%
Sole
83K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares38.80K
TypeSH
Market value$6.46M
4.70%
Sole
38.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares32.10K
TypeSH
Market value$5.99M
4.36%
Sole
32.10K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares16K
TypeSH
Market value$5.90M
4.29%
Sole
16K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares75K
TypeSH
Market value$5.17M
3.77%
Sole
75K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares16K
TypeSH
Market value$4.73M
3.44%
Sole
16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 123K | SH | $35.11M 25.55% | 123K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 176K | SH | $25.32M 18.43% | 176K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 63.70K | SH | $22.05M 16.04% | 63.70K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 230K | SH | $10.69M 7.78% | 230K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 51K | SH | $8.79M 6.39% | 51K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 83K | SH | $7.21M 5.25% | 83K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 38.80K | SH | $6.46M 4.70% | 38.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 32.10K | SH | $5.99M 4.36% | 32.10K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 16K | SH | $5.90M 4.29% | 16K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 75K | SH | $5.17M 3.77% | 75K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 16K | SH | $4.73M 3.44% | 16K | 0.00 | 0.00 |