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Valliance Asset Management Ltd

Q1 2026 13F Holdings

  • Location
    central, K3
  • Num holdings

    8

  • Value ($000)

    $121,913

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0001846639
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LITE

LUMENTUM HLDGS INC

COM
55024U109
$33.48M
28 %

47,640

---

SANDISK CORP

COM
80004C200
$29.44M
24 %

46,330

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$22.85M
19 %

130,200

---

NEBIUS GROUP N.V.

SHS CLASS A
N97284108
$17.75M
15 %

171,100

A
AXTI

AXT INC

COM
00246W103
$6.42M
5 %

112,600

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$4.29M
4 %

12,700

G
GLW

CORNING INC

COM
219350105
$4.07M
3 %

29,950

P
PPLT

ABRDN PLATINUM ETF TRUST

PHYSCL PLATM SHS
003260106
$3.62M
3 %

20,300

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