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Portfolio (Quarterly) Guide ↗

Valliance Asset Management Ltd

· CIK 0001846639
13F Portfolio $122M AUM 8 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 1 Added 2 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SANDISK CORP 46,330.0 $29.4M 24.14% -4K -7.3% $635.34
2 MU MICRON TECHNOLOGY INC Technology 12,700.0 $4.3M 3.52% -37K -74.6% $337.84 +188.8%

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 95.2%
Financial Services 4.8%