Valliance Asset Management LTD Portfolio Holdings by Sector
Valliance Asset Management LTD
- $36.1 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
MU TSM NVDA MU 4 stocks |
$15,540
43.01% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
1
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX ASML 2 stocks |
$6,241
17.27% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,265
14.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$3,905
10.81% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
FLEX APH 2 stocks |
$3,462
9.58% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$907
2.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SNOW 1 stocks |
$810
2.24% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|