Valliance Asset Management LTD - Q12026 Holdings

Valliance Asset Management LTD holds 8 stocks with a total portfolio value of $ 121.91M as of Q12026. In Q12026, Valliance Asset Management LTD added 5 new positions, increased stakes in 1 stock, reduced 2 holdings, and fully exited 7 positions. The largest holding is Lumentum Hldgs Inc (LITE), representing 27.46% of the total portfolio.