The Analysis of WT Asset Management Ltd's Holdings
Currently, WT Asset Management Ltd holds 42 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in MU (+901.6K shares, valued at $257.3M), N/A (+283.8K shares, valued at $98.2M), TSEM (+672.5K shares, valued at $79.0M); decreased their positions in TPR (-753.8K shares, valued at $96.3M), APP (-131.4K shares, valued at $88.5M), LITE (-211.8K shares, valued at $78.1M); initiated new positions in MU (+901.6K shares, valued at $257.3M), N/A (+283.8K shares, valued at $98.2M), TSEM (+672.5K shares, valued at $79.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION1.8M shares2.50%2025-12-312026-01-29
MU MICRON TECHNOLOGY INC901.6K sharesnew addition2025-12-312026-01-29 LITE LUMENTUM HLDGS INC498.4K shares-29.82%2025-12-312026-01-29 RDDT REDDIT INC716.9K shares77.34%2025-12-312026-01-29 ALPHABET INC ALPHABET INC362.9K shares-27.47%2025-12-312026-01-29 BROADCOM INC BROADCOM INC283.8K sharesnew addition2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD320.9K shares-28.70%2025-12-312026-01-29 COHERENT CORP COHERENT CORP492.4K shares162.74%2025-12-312026-01-29 AS AMER SPORTS INC2.4M shares-32.27%2025-12-312026-01-29 GLW CORNING INC982.1K shares882.07%2025-12-312026-01-29 TSEM TOWER SEMICONDUCTOR LTD672.5K sharesnew addition2025-12-312026-01-29 ASML ASML HOLDING N V69.5K sharesnew addition2025-12-312026-01-29 WDC WESTERN DIGITAL CORP411.5K shares-17.59%2025-12-312026-01-29 MOD MODINE MFG CO518.7K sharesnew addition2025-12-312026-01-29 NIO NIO INC12.6M shares-32.38%2025-12-312026-01-29 U UNITY SOFTWARE INC1.3M sharesnew addition2025-12-312026-01-29 VRT VERTIV HOLDINGS CO349.2K shares3.40%2025-12-312026-01-29 APP APPLOVIN CORP75.4K shares-63.54%2025-12-312026-01-29 TER TERADYNE INC262.0K shares-14.01%2025-12-312026-01-29 SNDK SANDISK CORP210.7K shares426.75%2025-12-312026-01-29 HOOD ROBINHOOD MKTS INC428.1K shares-52.41%2025-12-312026-01-29 TSLA TESLA INC98.0K shares512.50%2025-12-312026-01-29 NKE NIKE INC640.4K shares1729.57%2025-12-312026-01-29 GEV GE VERNOVA INC59.7K sharesnew addition2025-12-312026-01-29 CIEN CIENA CORP133.7K sharesnew addition2025-12-312026-01-29 CHRW C H ROBINSON WORLDWIDE INC172.7K sharesnew addition2025-12-312026-01-29 CRDO CREDO TECHNOLOGY GROUP HOLDI174.5K shares-24.26%2025-12-312026-01-29 ALAB ASTERA LABS INC92.4K sharesnew addition2025-12-312026-01-29 SEA LTD SEA LTD9.3M shares0.00%2025-12-312026-01-29 TPR TAPESTRY INC50.0K shares-93.78%2025-12-312026-01-29 LULU LULULEMON ATHLETICA INC27.0K sharesnew addition2025-12-312026-01-29 EL LAUDER ESTEE COS INC53.0K shares60.61%2025-12-312026-01-29 DUOL DUOLINGO INC26.0K sharesnew addition2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC15.0K sharesnew addition2025-12-312026-01-29 BABA ALIBABA GROUP HLDG LTD20.0K shares-92.31%2025-12-312026-01-29 JOYY JOYY INC10.4K sharesnew addition2025-12-312026-01-29 RLX RLX TECHNOLOGY INC97.7K sharesnew addition2025-12-312026-01-29 IQ IQIYI INC40.9K sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available