WT Asset Management Ltd Q1 2020 Filing
Filed April 29, 2020
Portfolio Value
$542.3B
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPINDUODUO INC | 1,916,911 | $69.1B | 12.74% | |
| 2 | NFLXNETFLIX INC | 152,303 | $57.2B | 10.55% | |
| 3 | AMZNAMAZON COM INC | 23,700 | $46.2B | 8.52% | |
| 4 | TSLATESLA INC | 80,546 | $42.2B | 7.78% | |
| 5 | NVDANVIDIA CORP | 133,987 | $35.3B | 6.51% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 676,930 | $32.4B | 5.96% | |
| 7 | TALTAL EDUCATION GROUP | 581,483 | $31.0B | 5.71% | |
| 8 | ELLAUDER ESTEE COS INC | 186,184 | $29.7B | 5.47% | |
| 9 | JDJD COM INC | 638,400 | $25.9B | 4.77% | |
| 10 | MUMICRON TECHNOLOGY INC | 539,218 | $22.7B | 4.18% | |
| 11 | ATVIEURACTIVISION BLIZZARD INC | 325,959 | $19.4B | 3.57% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 372,309 | $16.9B | 3.12% | |
| 13 | HTHTHUAZHU GROUP LTD | 563,936 | $16.2B | 2.99% | |
| 14 | ZMZOOM VIDEO COMMUNICATIONS IN | 100,000 | $14.6B | 2.69% | |
| 15 | MSFTMICROSOFT CORP | 82,380 | $13.0B | 2.40% | |
| 16 | ZTOZTO EXPRESS CAYMAN INC | 469,547 | $12.4B | 2.29% | |
| 17 | YUMCYUM CHINA HLDGS INC | 277,854 | $11.8B | 2.18% | |
| 18 | VIPSVIPSHOP HLDGS LTD | 682,000 | $10.6B | 1.96% | |
| 19 | LULULULULEMON ATHLETICA INC | 55,643 | $10.5B | 1.94% | |
| 20 | BILIBILIBILI INC | 208,968 | $4.9B | 0.90% | |
| 21 | PTONPELOTON INTERACTIVE INC | 174,100 | $4.6B | 0.85% | |
| 22 | ROKUROKU INC | 49,000 | $4.3B | 0.79% | |
| 23 | INTCINTEL CORP | 62,205 | $3.4B | 0.62% | |
| 24 | GDSGDS HLDGS LTD | 58,000 | $3.4B | 0.62% | |
| 25 | PYPLPAYPAL HLDGS INC | 30,672 | $2.9B | 0.54% | |
| 26 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 14,936 | $1.8B | 0.33% |