EdgeMarket › What Wt Asset Management Ltd reported owning
What Wt Asset Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.8BPositions
32Quarter
2026-03-31Shown below
32largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LITE Lumentum Holdings Inc. | 969.9M | 20.3% | 1.4M | 866.71 | +647.9% |
| COHR COHERENT CORP. | 637.5M | 13.4% | 2.7M | 289.52 | +234.5% |
| SNDK Sandisk Corp | 526.6M | 11.0% | 828.8K | 1,596.08 | +3494.8% |
| GLW CORNING INC /NY | 269.0M | 5.6% | 2.0M | 149.84 | +132.0% |
| MU MICRON TECHNOLOGY INC | 264.8M | 5.5% | 783.7K | 966.78 | +724.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 257.5M | 5.4% | 1.5M | 222.59 | +344.7% |
| MOD MODINE MANUFACTURING CO | 252.0M | 5.3% | 1.2M | 197.68 | +46.5% |
| WDC WESTERN DIGITAL CORP | 220.9M | 4.6% | 816.7K | 459.44 | +507.4% |
| STX Seagate Technology Holdings plc | 191.9M | 4.0% | 489.8K | 850.00 | +436.6% |
| AMZN AMAZON COM INC | 167.8M | 3.5% | 805.9K | 258.63 | +15.6% |
| TER TERADYNE, INC | 164.0M | 3.4% | 553.2K | 375.74 | +243.1% |
| KEYS Keysight Technologies, Inc. | 163.0M | 3.4% | 577.2K | 316.13 | +99.4% |
| ASML ASML HOLDING NV | 161.5M | 3.4% | 122.3K | 1,763.76 | +135.3% |
| NVDA NVIDIA CORP | 121.0M | 2.5% | 693.8K | 214.72 | +22.4% |
| AXTI AXT INC | 76.8M | 1.6% | 1.3M | 70.74 | +2718.3% |
| NOK NOKIA CORP | 69.3M | 1.5% | 8.6M | 10.21 | +140.8% |
| AS Amer Sports, Inc. | 63.5M | 1.3% | 1.9M | 32.63 | -12.2% |
| U Unity Software Inc. | 47.2M | 1.0% | 2.2M | 46.93 | +30.9% |
| GDX VanEck Gold Miners ETF | 46.5M | 1.0% | 506.8K | 102.83 | +76.3% |
| APP AppLovin Corp | 32.3M | 0.7% | 81.2K | 305.77 | -25.9% |
| RDDT Reddit, Inc. | 28.7M | 0.6% | 213.3K | 153.29 | -29.8% |
| TCOM Trip.com Group Ltd | 15.5M | 0.3% | 310.8K | 46.11 | -27.0% |
| unmapped CUSIP 81141RAG5 | 9.1M | 0.2% | 9.3M | — | — |
| GDS GDS Holdings Ltd | 6.0M | 0.1% | 150.0K | 32.85 | -3.1% |
| HOOD Robinhood Markets, Inc. | 5.5M | 0.1% | 80.0K | 108.13 | +2.6% |
| NIO NIO Inc. | 1.8M | 0.0% | 300.0K | 4.63 | -8.7% |
| VRT Vertiv Holdings Co | 1.3M | 0.0% | 5.0K | 261.95 | +105.4% |
| unmapped CUSIP 89677QAB3 | 718.2K | 0.0% | 699.0K | — | — |
| unmapped CUSIP 01609WBG6 | 473.3K | 0.0% | 347.0K | — | — |
| unmapped CUSIP 19260QAF4 | 466.7K | 0.0% | 500.0K | — | — |
| unmapped CUSIP 68389X204 | 450.1K | 0.0% | 10.0K | — | — |
| unmapped CUSIP 88557WAB7 | 212.2K | 0.0% | 250.0K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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