Grand Alliance Asset Management as of Dec. 31, 2023
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dell Technologies CL C (DELL) | 27.6 | $52M | 675k | 76.50 | |
| NVIDIA Corporation (NVDA) | 16.0 | $30M | 61k | 495.22 | |
| Nike CL B (NKE) | 7.5 | $14M | 130k | 108.57 | |
| Stmicroelectronics N V Ny Registry (STM) | 7.5 | $14M | 280k | 50.13 | |
| Broadcom (AVGO) | 7.2 | $13M | 12k | 1116.25 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 6.8 | $13M | 600k | 21.26 | |
| ON Semiconductor (ON) | 6.7 | $13M | 150k | 83.53 | |
| Marvell Technology (MRVL) | 5.8 | $11M | 180k | 60.31 | |
| Nxp Semiconductors N V (NXPI) | 5.5 | $10M | 45k | 229.68 | |
| Tesla Motors (TSLA) | 4.0 | $7.5M | 30k | 248.48 | |
| 4068594 Enphase Energy (ENPH) | 2.6 | $4.9M | 37k | 132.14 | |
| Super Micro Computer (SMCI) | 1.5 | $2.8M | 10k | 284.26 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.3 | $2.4M | 16k | 146.31 |
