account_balance
Investment manager · 13F filer · SEC CIK 1780365
WT Asset Management Ltd
Reported value$6.18Bas of Sep 30, 2026
Positions44 30 new, 15 sold out
Top 10 weight69.7%NVDA alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
11.5%New
MSFTMicrosoft Corp
9.8%New
PLTRPalantir Technologies Inc.
9.4%New
LITELumentum Holdings Inc.
8.4%Trimmed −7%
AMZNAmazon.com Inc
7.7%New
STXSeagate Technology Holdings PLC
5.3%Trimmed −37%
SNOWSnowflake Inc.
5.2%New
MUMicron Technology Inc
4.6%Trimmed −37%
BEBloom Energy Corp
4.1%New
INTCIntel Corp
3.7%+62%
SNDKSandisk Corp
3.2%Trimmed −53%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%Trimmed −4%
NVDANVIDIA Corp
11.5%New
MSFTMicrosoft Corp
9.8%New
PLTRPalantir Technologies Inc.
9.4%
LITELumentum Holdings Inc.
8.4%
AMZNAmazon.com Inc
7.7%New
STXSeagate Technology Holdings PLC
5.3%
SNOWSnowflake Inc.
5.2%
MUMicron Technology Inc
4.6%
BE4.1%INTCSNDKTSM3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 11.5% NewMSFT Microsoft Corp 9.8% NewPLTR Palantir Technologies Inc. 9.4% NewLITE Lumentum Holdings Inc. 8.4% Trimmed −7%AMZN Amazon.com Inc 7.7% NewSTX Seagate Technology Holdings PLC 5.3% Trimmed −37%SNOW Snowflake Inc. 5.2% NewMU Micron Technology Inc 4.6% Trimmed −37%BE Bloom Energy Corp 4.1% NewINTC Intel Corp 3.7% Added +62%SNDK Sandisk Corp 3.2% Trimmed −53%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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