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 Corporation
11.5%New
MSFTMicrosoft Corp
9.8%New
PLTRPalantir Technologies Inc
9.4%New
LITELumentum Hldgs Inc
8.4%Trimmed −7%
AMZNAmazon Com Inc
7.7%New
STXSeagate Technology Hldngs Pl
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%Added +62%
SNDKSandisk Corp
3.2%Trimmed −53%
TSMTaiwan Semiconductor Manufac
3.2%Trimmed −4%
NVDANvidia Corporation
11.5%New
MSFTMicrosoft Corp
9.8%New
PLTR9.4%LITE8.4%AMZNAmazon Com Inc
7.7%New
STX5.3%SNOW5.2%MU4.6%BE4.1%INTC3.7%SNDK3.2%TSM3.2%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 Corporation 11.5% NewMSFT Microsoft Corp 9.8% NewPLTR Palantir Technologies Inc 9.4% NewLITE Lumentum Hldgs Inc 8.4% Trimmed −7%AMZN Amazon Com Inc 7.7% NewSTX Seagate Technology Hldngs Pl 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 Manufac 3.2% Trimmed −4%
What changed