StockDriftsStockDriftsTop 27 WT Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 20.32% | 1.38M | $969.9M | +176.90%(+881.73K) | $382.07(+90.62%) | 2026-03-31 | |
| COHR | COHERENT CORP | 13.36% | 2.68M | $637.5M | +443.52%(+2.18M) | $196.05(+70.04%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 11.03% | 828.8K | $526.6M | +293.35%(+618.08K) | $365.23(+377.78%) | 2026-03-31 | |
| GLW | CORNING INC | 5.63% | 1.98M | $269.0M | +101.41%(+995.95K) | $97.17(+102.52%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 5.55% | 783.7K | $264.8M | -13.08%(-117.95K) | $226.37(+330.97%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 5.39% | 1.47M | $257.5M | +118.18%(+794.79K) | $122.80(+78.37%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 5.28% | 1.16M | $252.0M | +124.20%(+644.27K) | $158.48(+45.74%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 4.63% | 816.7K | $220.9M | +98.49%(+405.25K) | $156.21(+245.05%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.02% | 489.8K | $191.9M | +131.91%(+278.58K) | $287.29(+185.48%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.52% | 805.9K | $167.8M | new | $208.78(+16.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +44.20% | +199.86% |
| Top 20 Holdings Unweighted | +35.05% | +146.32% |
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