Holdings
WT Asset Management Ltd
As of Jun 30, 2026, WT Asset Management Ltd reported 23 positions worth US$4.5B. Largest: Sandisk Corporation, Western Digital Corporation and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 247K | US$561M | −582K | Jun 30, 2026 |
| Western Digital Corporation | 784K | US$501M | −32,495 | Jun 30, 2026 |
| Micron Technology, Inc. | 429K | US$496M | −354K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 577K | US$495M | −804K | Jun 30, 2026 |
| Stmicroelectronics Nv | 5.76M | US$431M | new | Jun 30, 2026 |
| Teradyne, Inc. | 660K | US$319M | +107K | Jun 30, 2026 |
| Applied Materials, Inc. | 372K | US$269M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 457K | US$218M | new | Jun 30, 2026 |
| Lam Research Corporation | 493K | US$214M | new | Jun 30, 2026 |
| Asml Holding Nv | 105K | US$210M | −16,968 | Jun 30, 2026 |