WT Asset Management Ltd Q4 2024 Filing
Filed January 27, 2025
Portfolio Value
$907.0B
Holdings
40
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,034,860 | $139.0B | 15.32% | |
| 2 | ASAMER SPORTS INC | 3,606,363 | $100.8B | 11.12% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 394,241 | $77.9B | 8.58% | |
| 4 | AMZNAMAZON COM INC | 336,528 | $73.8B | 8.14% | |
| 5 | METAMETA PLATFORMS INC | 106,848 | $62.6B | 6.90% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 634,200 | $53.8B | 5.93% | |
| 7 | CRMSALESFORCE INC | 152,451 | $51.0B | 5.62% | |
| 8 | GEVGE VERNOVA INC | 136,270 | $44.8B | 4.94% | |
| 9 | BEKEKE HLDGS INC | 2,327,198 | $42.9B | 4.73% | |
| 10 | TPRTAPESTRY INC | 654,547 | $42.8B | 4.71% | |
| 11 | NOWSERVICENOW INC | 39,100 | $41.5B | 4.57% | |
| 12 | DUOLDUOLINGO INC | 62,500 | $20.3B | 2.23% | |
| 13 | SAPSAP SE | 70,100 | $17.3B | 1.90% | |
| 14 | TSLATESLA INC | 37,900 | $15.3B | 1.69% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 33,500 | $15.0B | 1.65% | |
| 16 | ZMZOOM COMMUNICATIONS INC | 180,700 | $14.7B | 1.63% | |
| 17 | FUTUFUTU HLDGS LTD | 149,977 | $12.0B | 1.32% | |
| 18 | CMICUMMINS INC | 32,645 | $11.4B | 1.25% | |
| 19 | SEALTD 0.25 09/15/26SEA LTD | 9,258,000 | $8.4B | 0.93% | |
| 20 | RDDTREDDIT INC | 50,100 | $8.2B | 0.90% | |
| 21 | N1UANEW ORIENTAL ED & TECHNOLOGY | 124,882 | $8.0B | 0.88% | |
| 22 | ONONON HLDG AG | 132,984 | $7.3B | 0.80% | |
| 23 | YMMFULL TRUCK ALLIANCE CO LTD | 558,800 | $6.0B | 0.67% | |
| 24 | SNSHARKNINJA INC | 39,924 | $3.9B | 0.43% | |
| 25 | ANETARISTA NETWORKS INC | 30,000 | $3.3B | 0.37% | |
| 26 | CLVTRIP COM GROUP LTD | 44,416 | $3.0B | 0.34% | |
| 27 | NTESNETEASE INC | 29,413 | $2.6B | 0.29% | |
| 28 | KCKINGSOFT CLOUD HLDGS LTD | 249,100 | $2.6B | 0.29% | |
| 29 | AFRMAFFIRM HLDGS INC | 36,850 | $2.2B | 0.25% | |
| 30 | VRTVERTIV HOLDINGS CO | 16,000 | $1.8B | 0.20% | |
| 31 | ETNEATON CORP PLC | 5,000 | $1.7B | 0.18% | |
| 32 | DOCUDOCUSIGN INC | 17,043 | $1.5B | 0.17% | |
| 33 | HOODROBINHOOD MKTS INC | 41,000 | $1.5B | 0.17% | |
| 34 | GLWCORNING INC | 30,000 | $1.4B | 0.16% | |
| 35 | SMTCSEMTECH CORP | 20,000 | $1.2B | 0.14% | |
| 36 | ULTAULTA BEAUTY INC | 2,700 | $1.2B | 0.13% | |
| 37 | FIVEFIVE BELOW INC | 11,000 | $1.2B | 0.13% | |
| 38 | RHRH | 2,750 | $1.1B | 0.12% | |
| 39 | TALTAL EDUCATION GROUP | 104,000 | $1.0B | 0.11% | |
| 40 | DASHDOORDASH INC | 6,000 | $1.0B | 0.11% |