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Grand Alliance Asset Management LTD

CIK:0001986124
Hedge Fund
$2B AUM
8 holdings
Hong Kong, Hong Kong
Founded:1997
40 employees
Latest filing:Jun 30, 2025

Grand Alliance Asset Management Ltd. is a highly regarded hedge fund and investment management firm headquartered in Hong Kong. Founded in May 1997, the firm specializes in providing investment management services to both individual and institutional clients, serving a global clientele. With approximately 40-42 employees, Grand Alliance focuses on risk management, superior returns, and customized investment solutions across equities, fixed income, real estate, and alternative investments. The firm is known for its client-centric approach, market expertise, and commitment to delivering comprehensive information and insights to its clients.

Investment Strategy

Grand Alliance Asset Management employs a market-neutral equity and long-only equity strategy, utilizing rigorous research and analysis to identify and capitalize on emerging trends and opportunities. The firm's team leverages its in-depth market knowledge to construct diversified portfolios with a focus on sustainable performance and risk management. Investment products include equities, fixed income, real estate, and alternative investments, tailored to meet the varied objectives of institutional and individual clients. The firm emphasizes integrity, a global perspective, and aims to deliver consistent returns while prioritizing risk management for clients.

Latest 13F Filing Activity

Grand Alliance Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $89M. The fund increased holdings in Broadcom Inc., Marvell Technology Inc., Credo Technology Group Holdi among other positions. Grand Alliance Asset Management LTD reduced exposure to Coherent Corp., Dell Technologies Inc., Micron Technology Inc. among others.

Top Buys
A
AVGOBROADCOM INC
+$28.3M
C
COHRCOHERENT CORP
-$10.4M
D
DELLDELL TECHNOLOGIES INC
-$5.9M
M
MUMICRON TECHNOLOGY INC
-$5.8M
N
NVDANVIDIA CORPORATION
-$4.9M
Top Sells
A
AVGOBROADCOM INC
+$28.3M
C
COHRCOHERENT CORP
-$10.4M
D
DELLDELL TECHNOLOGIES INC
-$5.9M
M
MUMICRON TECHNOLOGY INC
-$5.8M
N
NVDANVIDIA CORPORATION
-$4.9M

Top Holdings

A
AVGOBROADCOM INC
+43.2%$38.2M
D
DELLDELL TECHNOLOGIES INC
+15.1%$13.4M
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
+10.0%$8.9M
S
SBLKSTAR BULK CARRIERS CORP.
+9.7%$8.6M
M
MUMICRON TECHNOLOGY INC
+8.4%$7.4M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BROADCOM INC43.15%$38.2M138,550$245.37$275.65+$28.3M
DELL TECHNOLOGIES INC15.10%$13.4M109,000$76.50$122.60-$5.9M
CREDO TECHNOLOGY GROUP HOLDI10.04%$8.9M96,000$40.16$92.59+$495.2K
STAR BULK CARRIERS CORP.9.75%$8.6M500,000$19.58$17.25-$3.5M
MICRON TECHNOLOGY INC8.36%$7.4M60,000$86.89$123.25-$5.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+93.5%
ELECTRONIC COMPUTERS
+5.3%
COMPUTER STORAGE DEVICES
+1.3%