WT ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 8.62M | $69.27M |
 | COHR | 2.68M | $637.48M |
 | U | 2.15M | $47.19M |
 | GLW | 1.98M | $268.95M |
 | AS | 1.93M | $63.49M |
 | TSEM | 1.47M | $257.48M |
 | LITE | 1.38M | $969.91M |
 | AXTI | 1.35M | $76.76M |
 | MOD | 1.16M | $252.03M |
 | SNDK | 829K | $526.56M |
 | WDC | 817K | $220.91M |
 | AMZN | 806K | $167.84M |
 | MU | 784K | $264.76M |
 | NVDA | 694K | $121.00M |
 | KEYS | 577K | $163.00M |
 | TER | 553K | $164.01M |
 | STX | 490K | $191.88M |
 | TCOM | 311K | $15.47M |
 | NIO | 300K | $1.81M |
 | RDDT | 213K | $28.72M |
Nokia Oyj
NOK
Shares Held
8.62M
Value
$69.27M
Coherent, Inc.
COHR
Shares Held
2.68M
Value
$637.48M
Unity Software Inc.
U
Shares Held
2.15M
Value
$47.19M
Corning Inc
GLW
Shares Held
1.98M
Value
$268.95M
Amer Sports, Inc.
AS
Shares Held
1.93M
Value
$63.49M
Tower Semiconductor Ltd.
TSEM
Shares Held
1.47M
Value
$257.48M
Lumentum Holdings Inc.
LITE
Shares Held
1.38M
Value
$969.91M
AXT, Inc.
AXTI
Shares Held
1.35M
Value
$76.76M
Modine Manufacturing Company
MOD
Shares Held
1.16M
Value
$252.03M
Sandisk Corporation
SNDK
Shares Held
829K
Value
$526.56M
Western Digital Corporation
WDC
Shares Held
817K
Value
$220.91M
Amazon.com, Inc.
AMZN
Shares Held
806K
Value
$167.84M
Micron Technology, Inc.
MU
Shares Held
784K
Value
$264.76M
NVIDIA Corporation
NVDA
Shares Held
694K
Value
$121.00M
Keysight Technologies, Inc.
KEYS
Shares Held
577K
Value
$163.00M
Teradyne, Inc.
TER
Shares Held
553K
Value
$164.01M
Seagate Technology Holdings plc
STX
Shares Held
490K
Value
$191.88M
Trip.com Group Limited
TCOM
Shares Held
311K
Value
$15.47M
NIO Inc.
NIO
Shares Held
300K
Value
$1.81M
Reddit, Inc.
RDDT
Shares Held
213K
Value
$28.72M