Grand Alliance Asset Management Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Grand Alliance Asset Management Ltd reported 8 stock positions worth $161.7 million. Its top holding was Broadcom (AVGO) at 27.8% of the portfolio, followed by Astera Labs (ALAB, 26.4%) and Credo Technology Group Holdi (CRDO, 16.9%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 3 and reduced 2. The biggest buy was a new position in Astera Labs (ALAB) and the biggest sale Broadcom (AVGO, shares −2%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001986124
Portfolio Value
$161.7M (Q3 2025)
SEC Filing
0000905148-25-003971 ↗ filed Nov 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $175.7M Q1 2024 Q2 2024: $209.3M Q2 2024 Q3 2024: $150.2M Q3 2024 Q4 2024: $91.0M Q4 2024 Q1 2025: $86.5M Q1 2025 Q2 2025: $88.5M Q2 2025 Q3 2025: $161.7M $161.7M Q3 2025 Q4 2025: $137.4M Q4 2025 Q1 2026: $165.2M Q1 2026 Q2 2026: $166.5M Q2 2026

Holdings 8 stocks · $161.7M
AVGO Broadcom Inc. 27.81% 136,300 $45.0M Reduce -1.6%
ALAB Astera Labs Inc. 26.41% 218,112 $42.7M New
CRDO Credo Technology Group Holdi 16.93% 188,000 $27.4M Add +95.8%
MU Micron Technology Inc. 13.24% 128,000 $21.4M Add +113.3%
DELL Dell Technologies -C 5.26% 60,000 $8.5M Reduce -45.0%
NVDA Nvidia Corp. 4.87% 42,200 $7.9M Add +5.0%
NXPI NXP Semiconductors NV 4.22% 30,000 $6.8M New
WDC Western Digital Corp. 1.26% 17,000 $2.0M New

Portfolio Sells Q2 2025 → Q3 2025
AVGO Broadcom Inc. Reduce -1.6% 27.81% −15.35
DELL Dell Technologies -C Reduce -45.0% 5.26% −9.84
SBLK Star Bulk Carriers Corp. Sold out 0.00% −9.75
MRVL Marvell Technology Inc. Sold out 0.00% −4.11
COHR Coherent Corp. Sold out 0.00% −2.32

Portfolio Buys Q2 2025 → Q3 2025
ALAB Astera Labs Inc. New 26.41% +26.41
CRDO Credo Technology Group Holdi Add +95.8% 16.93% +6.88
MU Micron Technology Inc. Add +113.3% 13.24% +4.89
NXPI NXP Semiconductors NV New 4.22% +4.22
WDC Western Digital Corp. New 1.26% +1.26
NVDA Nvidia Corp. Add +5.0% 4.87% −2.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$166.5MLITE, SNDK, MU, NOK, GLW
Q1 2026 13$165.2MLITE, CLS, SNDK, AVGO, ONON
Q4 2025 11$137.4MMU, CRDO, AVGO, ONON, WDC
Q3 2025 8$161.7MAVGO, ALAB, CRDO, MU, DELL
Q2 2025 8$88.5MAVGO, DELL, CRDO, SBLK, MU
Q1 2025 7$86.5MDELL, MU, COHR, SBLK, NVDA
Q4 2024 8$91.0MDELL, NVDA, SBLK, AVGO, COHR
Q3 2024 10$150.2MNVDA, DELL, AAPL, SBLK, EDU
Q2 2024 12$209.3MNVDA, DELL, PDD, AVGO, SBLK
Q1 2024 12$175.7MDELL, NVDA, AVGO, PDD, SBLK