Wt Asset Management Ltd Top Holdings and 13F Report (2024) → Never use this word on your phone (FBI could be watching) (From Paradigm Press) (Ad) About Wt Asset Management LtdInvestment ActivityWt Asset Management Ltd has $993.00 million in total holdings as of March 31, 2024.Wt Asset Management Ltd owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 43.92% of the portfolio was purchased this quarter.About 34.29% of the portfolio was sold this quarter.This quarter, Wt Asset Management Ltd has purchased 25 new stocks and bought additional shares in 6 stocks.Wt Asset Management Ltd sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings New Oriental Education & Technology Group $123,810,529PDD $117,555,023NVIDIA $104,718,086Taiwan Semiconductor Manufacturing $98,331,770Microsoft $87,184,964 Largest New Holdings this Quarter NVIDIA $104,718,086 HoldingMicrosoft $87,184,964 HoldingEaton $41,023,616 HoldingAmphenol $14,707,125 HoldingDirexion Daily Semiconductors Bull 3x Shares $14,237,156 Holding Largest Purchases this Quarter NVIDIA 115,895 shares (about $104.72M)Microsoft 207,228 shares (about $87.18M)PDD 736,096 shares (about $85.57M)Eaton 131,200 shares (about $41.02M)Snowflake 161,458 shares (about $26.09M) Largest Sales this Quarter Alibaba Group 827,429 shares (about $59.87M)NetEase 515,817 shares (about $53.37M)Arista Networks 104,000 shares (about $30.16M)Meta Platforms 61,295 shares (about $29.76M)New Oriental Education & Technology Group 336,584 shares (about $29.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWt Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEDUNew Oriental Education & Technology Group$123,810,529$29,222,223 ▼-19.1%1,426,06012.5%Consumer DiscretionaryPDDPDD$117,555,023$85,571,160 ▲267.5%1,011,22611.8%Retail/WholesaleNVDANVIDIA$104,718,086$104,718,086 ▲New Holding115,89510.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$98,331,770$12,905,975 ▲15.1%722,7629.9%Computer and TechnologyMSFTMicrosoft$87,184,964$87,184,964 ▲New Holding207,2288.8%Computer and TechnologyMUMicron Technology$51,895,060$11,035,683 ▲27.0%440,1995.2%Computer and TechnologySNOWSnowflake$51,333,533$26,091,613 ▲103.4%317,6585.2%Computer and TechnologyNTESNetEase$49,755,515$53,371,585 ▼-51.8%480,8695.0%Computer and TechnologyASMLASML$42,614,308$12,820,879 ▲43.0%43,9114.3%Computer and TechnologyETNEaton$41,023,616$41,023,616 ▲New Holding131,2004.1%Industrial ProductsVRTVertiv$40,804,537$830,829 ▼-2.0%499,6274.1%Computer and TechnologyTALTAL Education Group$36,552,936$3,194,526 ▼-8.0%3,220,5233.7%Consumer DiscretionaryMETAMeta Platforms$30,807,623$29,763,626 ▼-49.1%63,4453.1%Computer and TechnologyDKNGDraftKings$28,971,535$5,303,933 ▼-15.5%637,9992.9%Consumer DiscretionaryTMETencent Music Entertainment Group$15,707,403$4,120,158 ▲35.6%1,403,7001.6%Computer and TechnologyAPHAmphenol$14,707,125$14,707,125 ▲New Holding127,5001.5%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$14,237,156$14,237,156 ▲New Holding305,9781.4%ETFAMER SPORTS INC$11,296,585$11,296,585 ▲New Holding693,0421.1%COM SHSSEA LTD$7,944,6600.0%9,258,0000.8%NOTE 0.250% 9/1TCOMTrip.com Group$6,677,776$6,850,088 ▼-50.6%152,1480.7%Consumer DiscretionaryNVDLGraniteShares 2x Long NVDA Daily ETF$4,150,000$4,150,000 ▲New Holding100,0000.4%ETFANETArista Networks$2,899,800$30,157,920 ▼-91.2%10,0000.3%Computer and TechnologyBABAAlibaba Group$2,532,600$59,872,762 ▼-95.9%35,0000.3%Retail/WholesaleCEGConstellation Energy$1,848,500$1,848,500 ▲New Holding10,0000.2%Oils/EnergyVSTVistra$1,393,000$1,393,000 ▲New Holding20,0000.1%UtilitiesBILIBILI INC$1,190,715$1,911,260 ▼-61.6%1,246,0000.1%NOTE 0.500%12/0MNSOMINISO Group$1,148,000$1,148,000 ▲New Holding56,0000.1%Retail/WholesaleDELLDell Technologies$912,880$912,880 ▲New Holding8,0000.1%Computer and TechnologyUUnity Software$534,000$534,000 ▲New Holding20,0000.1%Computer and TechnologyPLTRPalantir Technologies$460,200$460,200 ▲New Holding20,0000.0%Business ServicesQCOMQUALCOMM$0$62,048,295 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$28,326,720 ▼-100.0%00.0%Auto/Tires/TrucksLILi Auto$0$22,158,560 ▼-100.0%00.0%Auto/Tires/TrucksSNSharkNinja$0$3,275,341 ▼-100.0%00.0%Consumer DiscretionaryARM HOLDINGS PLC$0$3,005,800 ▼-100.0%00.0%SPONSORED ADRUBERUber Technologies$0$400,205 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$394,611 ▼-100.0%00.0%Business ServicesRBLXRoblox$0$388,620 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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