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Patricia O Law

Grand Alliance Asset Management Ltd

Assets Managed
$165.17M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
20.21%(2Q avg: 2.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Grand Alliance Asset Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Grand Alliance Asset Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 165.17M in assets, with a quarterly growth rate of 20.21% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Patricia O Law, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LITE
Lumentum Holdings Inc
Recent Activity
Increased 231.25%
22.56%
$37.246M
53,000 shares@ $702.76 avg price
CLS
Celestica Inc
Recent Activity
Increased 456.25%
15.18%
$25.07M
89,000 shares@ $281.68 avg price
SNDK
Sandisk Corp
Recent Activity
New Position
12.31%
$20.331M
32,000 shares@ $635.34 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -24.64%
9%
$14.856M
48,000 shares@ $309.51 avg price
ONON
On Holding Ag-class A
Recent Activity
Increased 54.35%
7.32%
$12.077M
355,000 shares@ $34.02 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -29.41%
5.9%
$9.738M
36,000 shares@ $270.49 avg price
LRCX
Lam Research Corp
Recent Activity
New Position
5.83%
$9.615M
45,000 shares@ $213.66 avg price
COHR
Coherent Corp
Recent Activity
New Position
4.33%
$7.146M
30,000 shares@ $238.21 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -82.92%
4.3%
$7.095M
21,000 shares@ $337.84 avg price
GLW
Corning Inc
Recent Activity
New Position
4.29%
$7.07M
52,000 shares@ $135.97 avg price

1-10 of 13