StockDriftsStockDriftsTop 13 Grand Alliance Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 22.55% | 53.0K | $37.2M | +231.25%(+37.00K) | $454.16(+113.74%) | 2026-03-31 | |
| CLS | CELESTICA INC | 15.18% | 89.0K | $25.1M | +456.25%(+73.00K) | $285.47(+25.60%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 12.31% | 32.0K | $20.3M | new | $436.36(+222.58%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 8.99% | 48.0K | $14.9M | -24.65%(-15.70K) | $188.46(+125.61%) | 2026-03-31 | |
| ONON | ON HLDG AG | 7.31% | 355.0K | $12.1M | +54.35%(+125.00K) | $42.95(-13.24%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 5.9% | 36.0K | $9.7M | -29.41%(-15.00K) | $128.12(+276.25%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 5.82% | 45.0K | $9.6M | new | $192.42(+47.97%) | 2026-03-31 | |
| COHR | COHERENT CORP | 4.33% | 30.0K | $7.1M | new | $114.38(+234.37%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 4.3% | 21.0K | $7.1M | -82.93%(-102.00K) | $117.27(+636.75%) | 2026-03-31 | |
| GLW | CORNING INC | 4.28% | 52.0K | $7.1M | new | $111.76(+71.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +46.82% | +216.47% |
| Top 20 Holdings Unweighted | +45.96% | +210.97% |
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