Grand Alliance Asset Management Ltd

HONG KONG, K3 · CIK 1986124 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · corporation

As an employer

$166.5m reported value +0.8% vs Q1 2026

15positions

86.6%in top 10

5 new 1 added 9 reduced 3 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LUMENTUM HLDGS INC COM LITE	LITE	31,275	$26.8m16.11%	16.11%	Reduced -21.7k	-21,725 -41.0%
2	SANDISK CORP COM SNDK	SNDK	9,260	$21.1m12.64%	12.64%	Reduced -22.7k	-22,740 -71.1%
3	MICRON TECHNOLOGY INC COM MU	MU	17,000	$19.6m11.78%	11.78%	Reduced -4.0k	-4,000 -19.1%
4	NOKIA CORP SPONSORED ADR NOK	NOK	1,430,000	$19.0m11.40%	11.40%	New
5	CORNING INC COM GLW	GLW	51,800	$13.2m7.94%	7.94%	Reduced -200	-200 -0.4%
6	FORMFACTOR INC COM FORM	FORM	74,650	$11.9m7.17%	7.17%	New
7	WESTERN DIGITAL CORP COM WDC	WDC	16,000	$10.2m6.14%	6.14%	Reduced -20.0k	-20,000 -55.6%
8	COHERENT CORP COM COHR	COHR	21,950	$8.7m5.20%	5.20%	Reduced -8.1k	-8,050 -26.8%
9	TERADYNE INC COM TER	TER	15,000	$7.3m4.36%	4.36%	New
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	15,000	$6.5m3.90%	3.90%	Reduced -30.0k	-30,000 -66.7%
11	VIAVI SOLUTIONS INC COM VIAV	VIAV	129,200	$6.2m3.70%	3.70%	New
12	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	103,400	$5.6m3.34%	3.34%	New
13	TTM TECHNOLOGIES INC COM TTMI	TTMI	29,200	$5.5m3.28%	3.28%	Added +3.2k	+3,200 12.3%
14	BLOOM ENERGY CORP COM CL A BE	BE	10,000	$3.0m1.82%	1.82%	Reduced -35.0k	-35,000 -77.8%
15	NVIDIA CORPORATION COM NVDA	NVDA	10,100	$2.0m1.21%	1.21%	Reduced -26.0k	-26,000 -72.0%

Security	Ticker	Shares held before	Value then
CELESTICA INC CLS	CLS	89,000	$25.1m89.0k shares
BROADCOM INC AVGO	AVGO	48,000	$14.9m48.0k shares
ON HLDG AG ONON	ONON	355,000	$12.1m355.0k shares