Q4 2024 · 13F-HR
Grand Alliance Asset Management Ltdholdings as filed
Filed 2025-02-14 · accession 0000905148-25-000601
$91.0M
Reported value
8
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $34.6M | 38.0% | 300,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $22.6M | 24.8% | 168,000 | Common | SOLE |
| Y8162K204 | SBLK | STAR BULK CARRIERS CORP. | $11.1M | 12.2% | 740,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $7.9M | 8.66% | 34,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $7.6M | 8.32% | 80,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $5.0M | 5.46% | 45,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.1M | 2.28% | 3,000 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $330,527 | 0.36% | 5,150 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.