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Disclosed positions
Grand Alliance Asset Management Ltd: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- LUMENTUM HLDGS INC
- Ticker
- LITE
- Class
- COM
- Reported value
- $26,835,827
- Reported amount
- 31,275
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000905148-26-003674Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| LUMENTUM HLDGS INC | LITE | COM | $26,835,827 | 31,275 | SH | None |
| SANDISK CORP | SNDK | COM | $21,054,740 | 9,260 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $19,622,930 | 17,000 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $18,990,400 | 1,430,000 | SH | None |
| CORNING INC | GLW | COM | $13,231,274 | 51,800 | SH | None |
| FORMFACTOR INC | FORM | COM | $11,938,775 | 74,650 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $10,219,520 | 16,000 | SH | None |
| COHERENT CORP | COHR | COM | $8,658,617 | 21,950 | SH | None |
| TERADYNE INC | TER | COM | $7,257,600 | 15,000 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,499,950 | 15,000 | SH | None |
| VIAVI SOLUTIONS INC | VIAV | COM | $6,169,300 | 129,200 | SH | None |
| VISHAY INTERTECHNOLOGY INC | VSH | COM | $5,560,852 | 103,400 | SH | None |
| TTM TECHNOLOGIES INC | TTMI | COM | $5,460,984 | 29,200 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $3,027,000 | 10,000 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,020,909 | 10,100 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.