Instuitional Investor - Valliance Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	88,949	$202,246,008	23.4%
2.	Micron Technology Inc	MU	163,980	$189,280,474	21.9%
3.	Astera Labs Inc.	ALAB	337,150	$162,850,193	18.84%
4.	Intel Corp	INTC	1,157,904	$161,678,136	18.71%
5.	Vishay Intertechnology Inc	VSH	2,722,290	$146,404,756	16.94%