Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WT Asset Management Ltd (CIK 1780365) reported $4.77B across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($969.9M, 20.32%), COHR ($637.5M, 13.36%), SNDK ($526.6M, 11.03%), GLW ($269.0M, 5.63%), MU ($264.8M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $969.9M | 20.32% | 1.4M | Added |
| 2 | COHR | COHERENT CORP | $637.5M | 13.36% | 2.7M | Added |
| 3 | SNDK | SANDISK CORP | $526.6M | 11.03% | 828,778 | Added |
| 4 | GLW | CORNING INC | $269.0M | 5.63% | 2.0M | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $264.8M | 5.55% | 783,686 | Trimmed |
| 6 | TSEM | TOWER SEMICONDUCTOR LTD | $257.5M | 5.39% | 1.5M | Added |
| 7 | MOD | MODINE MFG CO | $252.0M | 5.28% | 1.2M | Added |
| 8 | WDC | WESTERN DIGITAL CORP | $220.9M | 4.63% | 816,707 | Added |
| 9 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $191.9M | 4.02% | 489,785 | Added |
| 10 | AMZN | AMAZON COM INC | $167.8M | 3.52% | 805,900 | New |
| 11 | TER | TERADYNE INC | $164.0M | 3.44% | 553,216 | Added |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | $163.0M | 3.41% | 577,247 | New |
| 13 | ASML | ASML HLDG NV | $161.5M | 3.38% | 122,297 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $121.0M | 2.54% | 693,800 | Trimmed |
| 15 | AXTI | AXT INC | $76.8M | 1.61% | 1.3M | New |
| 16 | NOK | NOKIA CORP | $69.3M | 1.45% | 8.6M | New |
| 17 | AS | AMER SPORTS INC | $63.5M | 1.33% | 1.9M | Trimmed |
| 18 | U | UNITY SOFTWARE INC | $47.2M | 0.99% | 2.2M | Added |
| 19 | GDX | VANECK ETF TRUST | $46.5M | 0.97% | 506,821 | New |
| 20 | APP | APPLOVIN CORP | $32.3M | 0.68% | 81,200 | Added |
| 21 | RDDT | REDDIT INC | $28.7M | 0.60% | 213,300 | Trimmed |
| 22 | TCOM | TRIP COM GROUP LTD | $15.5M | 0.32% | 310,767 | New |
| 23 | SE | SEA LTD | $9.1M | 0.19% | 9.3M | Hold |
| 24 | GDS | GDS HLDGS LTD | $6.0M | 0.13% | 150,000 | New |
| 25 | HOOD | ROBINHOOD MKTS INC | $5.5M | 0.12% | 80,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31