WT Asset Management

WT Asset Management as of March 31, 2020

Portfolio Holdings for WT Asset Management

WT Asset Management holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinduoduo (PDD) 12.7 $69M 1.9M 36.03
Netflix (NFLX) 10.6 $57M 152k 375.50
Amazon (AMZN) 8.5 $46M 24k 1949.70
Tesla Motors (TSLA) 7.8 $42M 81k 524.00
NVIDIA Corporation (NVDA) 6.5 $35M 134k 263.60
Taiwan Semiconductor Mfg (TSM) 6.0 $32M 677k 47.79
TAL Education (TAL) 5.7 $31M 582k 53.26
Estee Lauder Companies (EL) 5.5 $30M 186k 159.34
Jd (JD) 4.8 $26M 638k 40.50
Micron Technology (MU) 4.2 $23M 539k 42.06
Activision Blizzard 3.6 $19M 326k 59.48
Advanced Micro Devices (AMD) 3.1 $17M 372k 45.48
Huazhu Group (HTHT) 3.0 $16M 564k 28.73
Zoom Video Communications In cl a (ZM) 2.7 $15M 100k 146.12
Microsoft Corporation (MSFT) 2.4 $13M 82k 157.71
Zto Express Cayman (ZTO) 2.3 $12M 470k 26.48
Yum China Holdings (YUMC) 2.2 $12M 278k 42.63
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.0 $11M 682k 15.58
Lululemon Athletica (LULU) 1.9 $11M 56k 189.55
Bilibili Ads (BILI) 0.9 $4.9M 209k 23.42
Peloton Interactive Inc cl a (PTON) 0.8 $4.6M 174k 26.55
Roku (ROKU) 0.8 $4.3M 49k 87.49
Intel Corporation (INTC) 0.6 $3.4M 62k 54.13
Gds Holdings ads (GDS) 0.6 $3.4M 58k 57.97
Paypal Holdings (PYPL) 0.5 $2.9M 31k 95.76
Take-Two Interactive Software (TTWO) 0.3 $1.8M 15k 118.64