WT Asset Management Ltd
CIK 1780365
13F filing for Q2 2026・No. 913
- Holdings
- US$5.05B
- Quarter change
- +US$280.23M
- Entries
- 29
- Net bought (estimate)
- −US$1.08B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 14
- Cut 7
- Added 5
- Corporate actions 0
- Unchanged 1
Largest holdings
24 stocks worth US$5.04B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | CutSplit 1:3 | 246,939 | US$561.47M | 11.14% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Added | 564,716 | US$544.95M | 10.81% |
| WDCWESTERN DIGITAL CORPCOM | Cut | 784,212 | US$500.89M | 9.93% |
| MUMicronCOM | AddedSplit 1:2 | 429,300 | US$495.54M | 9.83% |
| LITELUMENTUM HLDGS INCCOM | Cut | 576,519 | US$494.69M | 9.81% |
| STMSTMICROELECTRONICS N VNY REGISTRY | New | 5,755,892 | US$431.06M | 8.55% |
| TERTERADYNE INCCOM | Added | 660,196 | US$319.43M | 6.33% |
| AMATAPPLIED MATLS INCCOM | New | 371,798 | US$268.81M | 5.33% |
| TSMTSMC ADRSPONSORED ADS | New | 456,906 | US$218.2M | 4.33% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 493,233 | US$213.73M | 4.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.