Equal-WT
WhaleScore 2.0
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WT Asset Management LTD is based out of Hong Kong. WT Asset Management LTD is a registered investment advisory firm Their last reported 13F filing for Q2 2024 included $1,026,807,869 in managed 13F securities
and a top 10 holdings concentration of 79.41%. WT Asset Management LTD's largest holding is New Oriental Education & Tech Group Inc ADR with shares held of 1,730,772. Whalewisdom has at least 25 13F filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc. | 8.33% |
| AAPL Apple Inc | 7.8% |
| ANET Arista Networks Inc | 3.68% |
| GOOG Alphabet Inc. Class | 3.37% |
| MU Micron Technology, I | 3.29% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| MSFT Microsoft Corp. | 6.53% |
| SNOW Snowflake, Inc. | 5.17% |
| ASML ASML Holding NV (ADR | 4.29% |
| VRT Vertiv Holdings Co | 4.11% |
| NVDA NVIDIA Corp. | 3.08% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| EDU New Oriental Educati | 13.1% |
| PDD PDD Holdings Inc. | 12.09% |
| TSM Taiwan Semiconductor | 10.02% |
| MU Micron Technology, I | 8.52% |
| AMZN Amazon.com Inc. | 8.33% |
2024-06-30
13F Activity
| Market Value | $1.03b, Prior: $0.99b |
| Inflows (Outflows) as % of Total MV | (-6.0026)% |
| New Purchases | 10 stocks |
| Added To | 5 stocks |
| Sold out of | 14 stocks |
| Reduced holdings in | 9 stocks |
| Top 10 Holdings % | 79.41% |
| Turnover %[1] | 60% |
| Turnover Alt %[2] | 35.79% |
| Time Held Top 20 | 2.2 quarters |
| Time Held Top 10 | 2 quarters |
| Time Held All | 2.85 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30