WT Asset Management Ltd: 13F holdings
CIK 17803652026Q2
| Positions | 29 |
|---|---|
| Reported value | $5.1bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNDK SANDISK CORP | 246,939 | $561.5m | 11.1% |
| SEAGATE TECHNOLOGY HLDNGS PL | 564,716 | $545.0m | 10.8% |
| WDC WESTERN DIGITAL CORP | 784,212 | $500.9m | 9.9% |
| MU MICRON TECHNOLOGY INC | 429,300 | $495.5m | 9.8% |
| LITE LUMENTUM HLDGS INC | 576,519 | $494.7m | 9.8% |
| STM STMICROELECTRONICS N V | 5,755,892 | $431.1m | 8.5% |
| TER TERADYNE INC | 660,196 | $319.4m | 6.3% |
| AMAT APPLIED MATLS INC | 371,798 | $268.8m | 5.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 456,906 | $218.2m | 4.3% |
| LRCX LAM RESEARCH CORP | 493,233 | $213.7m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1780365")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.