CHEUNG Man Chor Elton
Vms Asset Management Limited
Assets Managed
$314.959M
Holdings
33
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
92.32%(2Q avg: 27.71%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Vms Asset Management Limited's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 33 positions.
Assets under management
The assets under management (AUM) of Vms Asset Management Limited over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 314.959M in assets, with a quarterly growth rate of 92.32% and a 2-quarter average growth rate of 27.71%. The portfolio is managed by CHEUNG Man Chor Elton, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SNDK Sandisk Corp
| 8.56% | $26.944M 11,850 shares@ $2273.74 avg price | Increased 165.11% |
WDC Western Digital Corp
| 6.09% | $19.17M 30,013 shares@ $638.72 avg price | New Position |
MU Micron Technology Inc
| 5.89% | $18.522M 16,046 shares@ $1154.29 avg price | New Position |
STX Seagate Technology Holdings
| 5.48% | $17.246M 17,871 shares@ $965.0 avg price | New Position |
TTMI Ttm Technologies
| 5.03% | $15.828M 47,730 shares@ $331.62 avg price | New Position |
EWY Ishares Msci South Korea Etf
| 4.93% | $15.522M 76,878 shares@ $201.9 avg price | New Position |
TSM Taiwan Semiconductor-sp Adr
| 4.87% | $15.332M 32,105 shares@ $477.58 avg price | Decreased -1.76% |
VRT Vertiv Holdings Co-a
| 3.7% | $11.645M 34,779 shares@ $334.83 avg price | Increased 48.2% |
MRVL Marvell Technology Inc
| 3.65% | $11.473M 38,515 shares@ $297.89 avg price | New Position |
SITM Sitime Corp
| 3.41% | $10.717M 14,375 shares@ $745.56 avg price | New Position |
1-10 of 33