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Portfolio (Quarterly) Guide ↗

Valliance Asset Management Ltd

· CIK 0001846639
13F Portfolio $864M AUM 7 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 2 Added 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 88,949.0 $202.2M 23.40% +43K +92.0% $2273.73 -31.0%
2 MU MICRON TECHNOLOGY INC Technology 163,980.0 $189.3M 21.90% +151K +1191.2% $1154.29 -18.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 99.8%
Financial Services 0.2%