Universe · entity
WT Asset Management Ltd
Institutional manager (13F) · CIK 1780365
13F holdings · as of 2026-03-31 · top 32 · reported portfolio $4.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $970M | 1,380,144 |
| 2 | COHERENT CORP | $637M | 2,676,129 |
| 3 | SANDISK CORP | $527M | 828,778 |
| 4 | CORNING INC | $269M | 1,978,013 |
| 5 | MICRON TECHNOLOGY INC | $265M | 783,686 |
| 6 | TOWER SEMICONDUCTOR LTD | $257M | 1,467,302 |
| 7 | MODINE MFG CO | $252M | 1,163,000 |
| 8 | WESTERN DIGITAL CORP | $221M | 816,707 |
| 9 | SEAGATE TECHNOLOGY HLDNGS PL | $192M | 489,785 |
| 10 | AMAZON COM INC | $168M | 805,900 |
| 11 | TERADYNE INC | $164M | 553,216 |
| 12 | KEYSIGHT TECHNOLOGIES INC | $163M | 577,247 |
| 13 | ASML HLDG NV | $162M | 122,297 |
| 14 | NVIDIA CORPORATION | $121M | 693,800 |
| 15 | AXT INC | $77M | 1,347,119 |
| 16 | NOKIA CORP | $69M | 8,615,862 |
| 17 | AMER SPORTS INC | $63M | 1,928,729 |
| 18 | UNITY SOFTWARE INC | $47M | 2,151,000 |
| 19 | VANECK ETF TRUST | $47M | 506,821 |
| 20 | APPLOVIN CORP | $32M | 81,200 |
| 21 | REDDIT INC | $29M | 213,300 |
| 22 | TRIP COM GROUP LTD | $15M | 310,767 |
| 23 | SEA LTD | $9M | 9,258,000 |
| 24 | GDS HLDGS LTD | $6M | 150,000 |
| 25 | ROBINHOOD MKTS INC | $6M | 80,000 |
| 26 | NIO INC | $2M | 300,000 |
| 27 | VERTIV HOLDINGS CO | $1M | 5,000 |
| 28 | TRIP COM GROUP LTD | $718k | 699,000 |
| 29 | ALIBABA GROUP HLDG LTD | $473k | 347,000 |
| 30 | COINBASE GLOBAL INC | $467k | 500,000 |
| 31 | ORACLE CORP | $450k | 10,000 |
| 32 | QFIN HOLDINGS INC | $212k | 250,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.