WT Asset Management
$4.8B Assets Reported
46 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 1,380,144 | $970M | 20.4% |
| COHR | COHERENT CORP | 2,676,129 | $637M | 13.4% |
| SNDK | SANDISK CORP | 828,778 | $527M | 11.1% |
| GLW | CORNING INC | 1,978,013 | $269M | 5.6% |
| MU | MICRON TECHNOLOGY INC | 783,686 | $265M | 5.6% |
| TSEM | TOWER SEMICONDUCTOR LTD | 1,467,302 | $257M | 5.4% |
| MOD | MODINE MFG CO | 1,163,000 | $252M | 5.3% |
| WDC | WESTERN DIGITAL CORP | 816,707 | $221M | 4.6% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 489,785 | $192M | 4.0% |
| AMZN | AMAZON COM INC | 805,900 | $168M | 3.5% |
Track WT Asset Management's 13F portfolio: $4.8B in reported holdings, 46 positions. Top holdings, AUM, and quarterly changes on SentiSense.