Long-term investor
Grand Alliance Asset Management LTD @grandallianceassetmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001986124).
Record
- Tracked since 2025-12-31 (261 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LITE · 16.1% · long · since 2025-12-31
- SNDK · 12.6% · long · since 2026-03-31
- MU · 11.8% · long · since 2025-12-31
- NOK · 11.4% · long · since 2026-06-30
- GLW · 7.9% · long · since 2026-03-31
- FORM · 7.2% · long · since 2026-06-30
- WDC · 6.1% · long · since 2025-12-31
- COHR · 5.2% · long · since 2026-03-31
- TER · 4.4% · long · since 2026-06-30
- LRCX · 3.9% · long · since 2026-03-31
- VIAV · 3.7% · long · since 2026-06-30
- VSH · 3.3% · long · since 2026-06-30