VMS Asset Management Limited: 13F holdings
CIK 21077192026Q2
| Positions | 33 |
|---|
| Reported value | $315.0m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 33 (+10 vs prior quarter) |
|---|
| Reported value | $315.0m (+92.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 11,850 | $26.9m | 8.6% |
| WDC WESTERN DIGITAL CORP | 30,013 | $19.2m | 6.1% |
| MU MICRON TECHNOLOGY INC | 16,046 | $18.5m | 5.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 17,871 | $17.2m | 5.5% |
| TTMI STERLING INFRASTRUCTURE INC | 47,730 | $15.8m | 5.0% |
| EWY ISHARES INC | 76,878 | $15.5m | 4.9% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 32,105 | $15.3m | 4.9% |
| VRT VERTIV HOLDINGS CO | 34,779 | $11.6m | 3.7% |
| MRVL MARVELL TECHNOLOGY INC | 38,515 | $11.5m | 3.6% |
| SITM SITIME CORP | 14,375 | $10.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107719")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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