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WT Asset Management Ltd

Quarter-over-quarter position changes

48 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
TrimmedMICRON TECHNOLOGY INCJun 30, 2026-472,337-52%429,300$545.21Mhigh
New861012102Jun 30, 2026+5,755,892New5,755,892$431.06Mhigh
ExitedNVIDIA CorpJun 30, 2026-1,837,901-100%0$342.77Mhigh
AddedSeagate Technology Holdings PLCJun 30, 2026+353,516+167%564,716$341.14Mhigh
NewAPPLIED MATERIALS INC /DEJun 30, 2026+371,798New371,798$268.81Mhigh
AddedWestern Digital CorpJun 30, 2026+372,754+91%784,212$238.09Mhigh
NewLAM RESEARCH CORPJun 30, 2026+493,233New493,233$213.73Mhigh
AddedTERADYNE, INCJun 30, 2026+398,210+152%660,196$192.67Mhigh
NewINTEL CORPJun 30, 2026+1,166,919New1,166,919$162.94Mhigh
NewSPACE EXPLORATION TECHNOLOGIES CORPSPCXJun 30, 2026+761,964New761,964$130.19Mhigh
ExitedAlphabet Inc.Jun 30, 2026-362,900-100%0$113.88Mhigh
ExitedBroadcom Inc.Jun 30, 2026-283,840-100%0$98.24Mhigh
ExitedCOHERENT CORPJun 30, 2026-492,366-100%0$90.88Mhigh
ExitedCORNING INC /NYJun 30, 2026-982,066-100%0$85.99Mhigh
NewFormFactor IncJun 30, 2026+534,492New534,492$85.48Mhigh
AddedSandisk CorpJun 30, 2026+36,239+17%246,939$82.40Mhigh
ExitedM87915274Jun 30, 2026-672,515-100%0$78.97Mhigh
AddedN07059210Jun 30, 2026+35,849+52%105,329$71.32Mhigh
AddedLUMENTUM HLDGS INCJun 30, 2026+78,101+16%576,519$67.02Mhigh
AddedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026+136,014+42%456,906$64.96Mhigh
ExitedNIO Inc.NIOJun 30, 2026-12,611,190-100%0$64.32Mhigh
TrimmedMODINE MANUFACTURING COJun 30, 2026-225,072-43%293,655$60.10Mhigh
ExitedVertiv Holdings CoJun 30, 2026-349,173-100%0$56.57Mhigh
ExitedRobinhood Markets, Inc.Jun 30, 2026-428,100-100%0$48.42Mmedium
ExitedTesla IncJun 30, 2026-98,000-100%0$44.07Mmedium
TrimmedG0260P102Jun 30, 2026-1,258,508-53%1,111,337$42.59Mmedium
AddedAstera Labs, Inc.Jun 30, 2026+86,311+93%178,711$41.69Mmedium
ExitedNIKE, Inc.Jun 30, 2026-640,350-100%0$40.80Mmedium
ExitedGE Vernova Inc.Jun 30, 2026-59,711-100%0$39.03Mmedium
AddedAppLovin CorpJun 30, 2026+66,399+88%141,799$34.21Mmedium
TrimmedUnity Software Inc.Jun 30, 2026-1,105,279-85%199,368$31.59Mmedium
ExitedCIENA CORPJun 30, 2026-133,700-100%0$31.27Mmedium
ExitedCH Robinson Worldwide IncJun 30, 2026-172,707-100%0$27.76Mmedium
ExitedCredo Technology Group Holding LtdJun 30, 2026-174,500-100%0$25.11Mmedium
TrimmedReddit, Inc.Jun 30, 2026-55,722-7.8%661,178$9.67Mmedium
ExitedTapestry IncJun 30, 2026-50,000-100%0$6.39Mmedium
ExitedLululemon Athletica IncJun 30, 2026-27,000-100%0$5.61Mmedium
ExitedEstee Lauder Cos Inc/TheJun 30, 2026-53,000-100%0$5.55Mmedium
NewROBLOX CorpJun 30, 2026+91,679New91,679$4.99Mlow
ExitedDuolingo, Inc.Jun 30, 2026-26,000-100%0$4.56Mlow
NewKE Holdings Inc.BEKEJun 30, 2026+254,458New254,458$3.70Mlow
ExitedADVANCED MICRO DEVICES INCJun 30, 2026-15,000-100%0$3.21Mlow
ExitedAlibaba Group Holding LtdBABAJun 30, 2026-20,000-100%0$2.93Mlow
ExitedJOYY Inc.JOYYJun 30, 2026-10,400-100%0$673.5Klow
NewLiftoff Mobile, Inc.Jun 30, 2026+20,000New20,000$480.4Klow
New68389X204Jun 30, 2026+10,000New10,000$449.5Klow
ExitedRLX Technology Inc.Jun 30, 2026-97,696-100%0$227.6Klow
ExitediQIYI, Inc.IQJun 30, 2026-40,891-100%0$78.5Klow
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