13F HOLDINGS REPORT
WT Asset Management Ltd
Quarter ended Q4 2024 · Filed January 27, 2025 · Accession 0001085146-25-000504
Total Value
$907.0M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,034,860 | $139.0M | 15.32% |
| 2 | AMER SPORTS INC | AS | 3,606,363 | $100.8M | 11.12% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 394,241 | $77.9M | 8.58% |
| 4 | AMAZON COM INC | AMZN | 336,528 | $73.8M | 8.14% |
| 5 | META PLATFORMS INC | META | 106,848 | $62.6M | 6.90% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 634,200 | $53.8M | 5.93% |
| 7 | SALESFORCE INC | CRM | 152,451 | $51.0M | 5.62% |
| 8 | GE VERNOVA INC | GEV | 136,270 | $44.8M | 4.94% |
| 9 | KE HLDGS INC | BEKE | 2,327,198 | $42.9M | 4.73% |
| 10 | TAPESTRY INC | TPR | 654,547 | $42.8M | 4.71% |
| 11 | SERVICENOW INC | NOW | 39,100 | $41.5M | 4.57% |
| 12 | DUOLINGO INC | DUOL | 62,500 | $20.3M | 2.23% |
| 13 | SAP SE | SAPGF | 70,100 | $17.3M | 1.90% |
| 14 | TESLA INC | TSLA | 37,900 | $15.3M | 1.69% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 33,500 | $15.0M | 1.65% |
| 16 | ZOOM COMMUNICATIONS INC | ZM | 180,700 | $14.7M | 1.63% |
| 17 | FUTU HLDGS LTD | FUTU | 149,977 | $12.0M | 1.32% |
| 18 | CUMMINS INC | CMI | 32,645 | $11.4M | 1.25% |
| 19 | SEA LTD | SE | 9,258,000 | $8.4M | 0.93% |
| 20 | REDDIT INC | RDDT | 50,100 | $8.2M | 0.90% |
| 21 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 124,882 | $8.0M | 0.88% |
| 22 | ON HLDG AG | H5919C104 | 132,984 | $7.3M | 0.80% |
| 23 | FULL TRUCK ALLIANCE CO LTD | YMM | 558,800 | $6.0M | 0.67% |
| 24 | SHARKNINJA INC | SN | 39,924 | $3.9M | 0.43% |
| 25 | ARISTA NETWORKS INC | ANET | 30,000 | $3.3M | 0.37% |
| 26 | TRIP COM GROUP LTD | TRPCF | 44,416 | $3.0M | 0.34% |
| 27 | NETEASE INC | NETTF | 29,413 | $2.6M | 0.29% |
| 28 | KINGSOFT CLOUD HLDGS LTD | KCLHF | 249,100 | $2.6M | 0.29% |
| 29 | AFFIRM HLDGS INC | AFRM | 36,850 | $2.2M | 0.25% |
| 30 | VERTIV HOLDINGS CO | VRT | 16,000 | $1.8M | 0.20% |
| 31 | EATON CORP PLC | ETN | 5,000 | $1.7M | 0.18% |
| 32 | DOCUSIGN INC | DOCU | 17,043 | $1.5M | 0.17% |
| 33 | ROBINHOOD MKTS INC | 770700102 | 41,000 | $1.5M | 0.17% |
| 34 | CORNING INC | GLW | 30,000 | $1.4M | 0.16% |
| 35 | SEMTECH CORP | SMTC | 20,000 | $1.2M | 0.14% |
| 36 | ULTA BEAUTY INC | ULTA | 2,700 | $1.2M | 0.13% |
| 37 | FIVE BELOW INC | FIVE | 11,000 | $1.2M | 0.13% |
| 38 | RH | RH | 2,750 | $1.1M | 0.12% |
| 39 | TAL EDUCATION GROUP | TAL | 104,000 | $1.0M | 0.11% |
| 40 | DOORDASH INC | DASH | 6,000 | $1.0M | 0.11% |