Wang Tongshu
Wt Asset Management Ltd
Assets Managed
$4.773B
Holdings
32
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
89.62%(2Q avg: 52.92%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Wt Asset Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.
Assets under management
The assets under management (AUM) of Wt Asset Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.773B in assets, with a quarterly growth rate of 89.62% and a 2-quarter average growth rate of 52.92%. The portfolio is managed by Wang Tongshu, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
LITE Lumentum Holdings Inc
| 20.33% | $969.91M 1.38M shares@ $702.76 avg price | Increased 176.91% |
COHR Coherent Corp
| 13.36% | $637.481M 2.676M shares@ $238.21 avg price | Increased 443.53% |
SNDK Sandisk Corp
| 11.04% | $526.556M 828,778 shares@ $635.35 avg price | Increased 293.35% |
GLW Corning Inc
| 5.64% | $268.95M 1.978M shares@ $135.98 avg price | Increased 101.42% |
MU Micron Technology Inc
| 5.55% | $264.76M 783,686 shares@ $337.84 avg price | Decreased -13.08% |
TSEM Tower Semiconductor Ltd
| 5.4% | $257.482M 1.467M shares@ $175.49 avg price | Increased 118.19% |
MOD Modine Manufacturing Co
| 5.29% | $252.034M 1.163M shares@ $216.71 avg price | Increased 124.21% |
WDC Western Digital Corp
| 4.63% | $220.911M 816,707 shares@ $270.49 avg price | Increased 98.5% |
STX Seagate Technology Holdings
| 4.02% | $191.878M 489,785 shares@ $391.77 avg price | Increased 131.91% |
AMZN Amazon.com Inc
| 3.52% | $167.845M 805,900 shares@ $208.27 avg price | New Position |
1-10 of 32