WT Asset Management Ltd — 13F holdings

WT Asset Management Ltd reported 29 holdings worth $5.05B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. SNDK SANDISK CORP — $561M (11.1%)
  2. STX SEAGATE TECHNOLOGY HLDNGS PL — $545M (10.8%)
  3. WDC WESTERN DIGITAL CORP — $501M (9.9%)
  4. MU MICRON TECHNOLOGY INC — $496M (9.8%)
  5. LITE LUMENTUM HLDGS INC — $495M (9.8%)
  6. STM STMICROELECTRONICS N V — $431M (8.5%)
  7. TER TERADYNE INC — $319M (6.3%)
  8. AMAT APPLIED MATLS INC — $269M (5.3%)
  9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $218M (4.3%)
  10. LRCX LAM RESEARCH CORP — $214M (4.2%)