Portfolio (Quarterly) Guide ↗

Grand Alliance Asset Management Ltd

· CIK 0001986124

13F Portfolio $165M AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 4 Added 5 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRDO	CREDO TECHNOLOGY GROUP HOLDI	Technology	176,000	$25.3M	18.43%	SOLD
2	ALAB	ASTERA LABS INC	Technology	38,802	$6.5M	4.70%	SOLD

Sector Allocation

Technology 87.5%

Consumer Cyclical 8.3%

Industrials 4.2%