WT Asset Management Ltd
32 holdingsFiling period: 2026-03-31Current AUM: $6.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 1.38M | $969.9M | $985.3M | 16.20% | +881.7K | 2026-03-31 |
| 2 | COHR | COHERENT CORP | 2.68M | $637.5M | $703.5M | 11.56% | +2.18M | 2026-03-31 |
| 3 | SNDK | SANDISK CORP | 828.8K | $526.6M | $1.01B | 16.55% | +618.1K | 2026-03-31 |
| 4 | GLW | CORNING INC | 1.98M | $268.9M | $273.5M | 4.49% | +995.9K | 2026-03-31 |
| 5 | MU | MICRON TECHNOLOGY INC | 783.7K | $264.8M | $645.0M | 10.60% | -117,951 | 2026-03-31 |
| 6 | — | TOWER SEMICONDUCTOR LTD | 1.47M | $257.5M | $257.5M | 4.23% | +794.8K | 2026-03-31 |
| 7 | MOD | MODINE MFG CO | 1.16M | $252.0M | $233.8M | 3.84% | +644.3K | 2026-03-31 |
| 8 | WDC | WESTERN DIGITAL CORP | 816.7K | $220.9M | $445.0M | 7.31% | +405.2K | 2026-03-31 |
| 9 | — | SEAGATE TECHNOLOGY HLDNGS PL | 489.8K | $191.9M | $191.9M | 3.15% | +278.6K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 805.9K | $167.8M | $218.9M | 3.60% | -- | 2026-03-31 |
| 11 | TER | TERADYNE INC | 553.2K | $164.0M | $203.4M | 3.34% | +291.2K | 2026-03-31 |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | 577.2K | $163.0M | $184.2M | 3.03% | -- | 2026-03-31 |
| 13 | — | ASML HLDG NV | 122.3K | $161.5M | $161.5M | 2.66% | +52.8K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 693.8K | $121.0M | $139.3M | 2.29% | -1,144,101 | 2026-03-31 |
| 15 | AXTI | AXT INC | 1.35M | $76.8M | $81.4M | 1.34% | -- | 2026-03-31 |
| 16 | NOK | NOKIA CORP | 8.62M | $69.3M | $78.7M | 1.29% | -- | 2026-03-31 |
| 17 | — | AMER SPORTS INC | 1.93M | $63.5M | $63.5M | 1.04% | -441,116 | 2026-03-31 |
| 18 | U | UNITY SOFTWARE INC | 2.15M | $47.2M | $68.2M | 1.12% | +846.4K | 2026-03-31 |
| 19 | GDX | VANECK ETF TRUST | 506.8K | $46.5M | $37.6M | 0.62% | -- | 2026-03-31 |
| 20 | APP | APPLOVIN CORP | 81.2K | $32.3M | $32.1M | 0.53% | +5.8K | 2026-03-31 |
| 21 | RDDT | REDDIT INC | 213.3K | $28.7M | $30.0M | 0.49% | -503,600 | 2026-03-31 |
| 22 | TCOM | TRIP COM GROUP LTD | 310.8K | $15.5M | $14.6M | 0.24% | -- | 2026-03-31 |
| 23 | SE | SEA LTD | 9.26M | $9.1M | $11.7M | 0.19% | -- | 2026-03-31 |
| 24 | GDS | GDS HLDGS LTD | 150.0K | $6.0M | $4.9M | 0.08% | -- | 2026-03-31 |
| 25 | HOOD | ROBINHOOD MKTS INC | 80.0K | $5.5M | $6.9M | 0.11% | -348,100 | 2026-03-31 |
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