WT Asset Management Ltd
Top Portfolio Positions
25 positions ·
$4,715,221,246 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
1,380,144 | $969,909,997 | 20.57% | |
| COHR |
Coherent Corp.
Technology
|
2,676,129 | $637,480,689 | 13.52% | |
| SNDK |
Sandisk Corp
Technology
|
828,778 | $526,555,814 | 11.17% | |
| GLW |
Corning Inc /Ny
Technology
|
1,978,013 | $268,950,427 | 5.70% | |
| MU |
Micron Technology Inc
Technology
|
783,686 | $264,760,478 | 5.62% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
1,467,302 | $257,482,154 | 5.46% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
1,163,000 | $252,033,730 | 5.35% | |
| WDC |
Western Digital Corp
Technology
|
816,707 | $220,911,076 | 4.69% | |
| STX |
Seagate Technology Holdings plc
Technology
|
489,785 | $191,878,171 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
805,900 | $167,844,793 | 3.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TCOM
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,473,088 | 310,767 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $2,837,747 | 37,736 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $3,049,602 | 44,416 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,372,833 | 23,100 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $6,677,775 | 152,148 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,099,074 | 308,222 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $41,886,716 | 1,197,790 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $41,259,645 | 1,178,847 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $111,826,596 | 2,968,585 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $29,125,723 | 846,678 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $34,712,599 | 1,501,410 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||