Stock Taper 
WT ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 STMicroelectronics N.V. | STM | 5.76M | $431.06M |
 Intel Corp. | INTC | 1.17M | $162.94M |
 Amer Sports, Inc. | AS | 1.11M | $37.61M |
 Western Digital Corporation | WDC | 784.21K | $500.89M |
 Space Exploration Technologies Corp. | SPCX | 761.96K | $130.19M |
 Reddit, Inc. | RDDT | 661.18K | $114.77M |
 Teradyne, Inc. | TER | 660.2K | $319.43M |
 Lumentum Holdings Inc. | LITE | 576.52K | $494.69M |
 Seagate Technology Holdings plc | STX | 564.72K | $544.95M |
 FormFactor, Inc. | FORM | 534.49K | $85.48M |
 Lam Research Corporation | LRCX | 493.23K | $213.73M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 456.91K | $218.2M |
 Micron Technology, Inc. | MU | 429.3K | $495.54M |
 Applied Materials, Inc. | AMAT | 371.8K | $268.81M |
 Modine Manufacturing Company | MOD | 293.65K | $78.41M |
 KE Holdings Inc. | BEKE | 254.46K | $3.7M |
 Sandisk Corporation | SNDK | 246.94K | $561.47M |
 Unity Software Inc. | U | 199.37K | $5.7M |
 Astera Labs, Inc. Common Stock | ALAB | 178.71K | $86.32M |
 AppLovin Corporation | APP | 141.8K | $73.06M |