Instuitional Investor - Wt Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	246,939	$561,472,612	11.11%
2.	Seagate Technology Holdings Plc	STX	564,716	$544,950,940	10.78%
3.	Western Digital Corp	WDC	784,212	$500,891,889	9.91%
4.	Micron Technology Inc	MU	429,300	$495,536,697	9.81%
5.	Lumentum Holdings Inc.	LITE	576,519	$494,687,893	9.79%