WT Asset Management Ltd
All holdings · as of Jun 30, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Sandisk Corp | $561.47M | 11.1% |
| Seagate Technology Holdings PLC | $544.95M | 10.8% |
| Western Digital Corp | $500.89M | 9.9% |
| MICRON TECHNOLOGY INC | $495.54M | 9.8% |
| LUMENTUM HLDGS INC | $494.69M | 9.8% |
| STMICROELECTRONICS N V | $431.06M | 8.5% |
| TERADYNE, INC | $319.43M | 6.3% |
| APPLIED MATERIALS INC /DE | $268.81M | 5.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $218.20M | 4.3% |
| LAM RESEARCH CORP | $213.73M | 4.2% |
| ASML HLDG NV | $209.55M | 4.1% |
| INTEL CORP | $162.94M | 3.2% |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | $130.19M | 2.6% |
| Reddit, Inc. | $114.77M | 2.3% |
| Astera Labs, Inc. | $86.32M | 1.7% |
| FormFactor Inc | $85.48M | 1.7% |
| MODINE MANUFACTURING CO | $78.41M | 1.6% |
| AppLovin Corp | $73.06M | 1.4% |
| AMER SPORTS INC | $37.61M | 0.7% |
| SEA LTD | $9.16M | 0.2% |
| Unity Software Inc. | $5.70M | 0.1% |
| ROBLOX Corp | $4.99M | 0.1% |
| KE Holdings Inc.BEKE | $3.70M | 0.1% |
| TRIP COM GROUP LTD | $687.9K | 0.0% |
| Liftoff Mobile, Inc. | $480.4K | 0.0% |
| ORACLE CORP | $449.5K | 0.0% |
| COINBASE GLOBAL INC | $448.6K | 0.0% |
| ALIBABA GROUP HLDG LTD | $409.0K | 0.0% |
| QFIN HOLDINGS INC | $222.0K | 0.0% |