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 U
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,192,940 | 2,151,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $57,626,257 | 1,304,647 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $534,000 | 20,000 | Shares | Sole | 2024-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||