Maytree Asset Management Ltd

13F filer · CIK 0001869683

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$154MU.S. long equity reported on 13F

Positions4329 new · 5 closed

Net flow last quarter-$106MBuys minus sells

Top 10 positions weight64.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202643 positions
INTCIntel Corp	$15M	9.75%	0.00%	-78.7%	Q4 2025
ARMArm Holdings PLC	$12.9M	8.38%	0.00%	New	Q2 2026
MRVLMarvell Technology, Inc.	$11.8M	7.66%	0.00%	New	Q2 2026
SNDKSandisk Corp	$11.5M	7.47%	0.00%	-83.5%	Q1 2026
NBISNebius Group N.V.	$11M	7.14%	0.02%	New	Q2 2026
COHRCoherent Corp.	$9.29M	6.03%	0.01%	-55.6%	Q1 2026
MTSIMACOM Technology Solutions Holdings, Inc.	$7.43M	4.83%	0.03%	-31.9%	Q1 2026
GOOGLAlphabet Inc.	$7.24M	4.70%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$6.7M	4.35%	0.00%	Not reported	Q4 2024
UUnity Software Inc.	$5.98M	3.88%	0.05%	-59.8%	Q2 2024
WOLFWolfspeed, Inc.	$5.55M	3.61%	0.22%	New	Q2 2026
AXTIAxt Inc	$5.36M	3.48%	0.11%	-21.6%	Q4 2025
ALABAstera Labs, Inc.	$4.67M	3.03%	0.01%	New	Q2 2026
MXLMaxlinear, Inc	$4.66M	3.03%	0.04%	New	Q2 2026
AMKRAmkor Technology, Inc.	$4.05M	2.63%	0.02%	-23.7%	Q1 2026
WDCWestern Digital Corp	$2.9M	1.88%	0.00%	New	Q2 2026
HSAIHesai Group	$2.89M	1.87%	0.10%	Not reported	Q1 2023
POETPoet Technologies Inc.	$2.79M	1.81%	0.21%	+15.9%	Q1 2026
RIGTransocean Ltd.	$2.67M	1.73%	0.05%	New	Q2 2026
AAOIApplied Optoelectronics, Inc.	$2.61M	1.69%	0.02%	New	Q2 2026
LITELumentum Holdings Inc.	$2.38M	1.55%	0.00%	-87.2%	Q4 2025
UMCUnited Microelectronics Corp	$2.35M	1.52%	0.00%	New	Q2 2026
CBRSCerebras Systems Inc.	$1.61M	1.04%	Not reported	New	Q2 2026
TCOMTrip.com Group Ltd	$1.27M	0.83%	0.00%	Not reported	Q2 2022
MUMicron Technology Inc	$1.05M	0.68%	0.00%	Not reported	Q2 2024
ACLSAxcelis Technologies Inc	$950K	0.62%	0.02%	New	Q2 2026
AVGOBroadcom Inc.	$895K	0.58%	0.00%	New	Q2 2026
HUTHut 8 Corp.	$772K	0.50%	0.01%	New	Q2 2026
CIENCiena Corp	$707K	0.46%	0.00%	New	Q2 2026
NVTSNavitas Semiconductor Corp	$686K	0.45%	0.02%	New	Q2 2026
RMBSRambus Inc	$665K	0.43%	0.00%	New	Q2 2026
TSEMTower Semiconductor Ltd	$651K	0.42%	0.00%	New	Q2 2026
QCOMQualcomm Inc	$643K	0.42%	0.00%	New	Q2 2026
TTMITTM Technologies Inc	$533K	0.35%	0.00%	-91.2%	Q1 2026
ONOn Semiconductor Corp	$465K	0.30%	0.00%	New	Q2 2026
VICRVicor Corp	$455K	0.30%	0.01%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$275K	0.18%	0.00%	New	Q2 2026
CCChemours Co	$228K	0.15%	0.01%	New	Q2 2026
VRTVertiv Holdings Co	$194K	0.13%	0.00%	New	Q2 2026
FORMFormfactor Inc	$146K	0.09%	0.00%	New	Q2 2026
ALMUAeluma, Inc.	$36.1K	0.02%	0.01%	-97.8%	Q1 2026
SILGolden Minerals Co	$13K	0.01%	Not reported	Not reported	Q4 2025
VIXYProShares Trust II	$1.02K	0.00%	Not reported	Not reported	Q1 2024
Q1 2026Reported May 4, 202619 positions
INTCIntel Corp	$22.3M	15.78%	0.01%	+53.9%	Q4 2025
PDDPDD Holdings Inc.	$19.8M	13.98%	0.00%	-62.3%	Q4 2021
SNDKSandisk Corp	$19.4M	13.73%	0.02%	New	Q1 2026
LITELumentum Holdings Inc.	$15.2M	10.77%	0.03%	+252.5%	Q4 2025
COHRCoherent Corp.	$12.6M	8.92%	0.03%	New	Q1 2026
UUnity Software Inc.	$11.4M	8.07%	0.12%	+328.6%	Q2 2024
ECHOEchoStar CORP	$8.35M	5.90%	0.15%	New	Q1 2026
MTSIMACOM Technology Solutions Holdings, Inc.	$6.37M	4.50%	0.04%	New	Q1 2026
AXTIAxt Inc	$5.4M	3.82%	0.17%	-86.1%	Q4 2025
SLViShares Silver Trust	$5.37M	3.80%	0.01%	New	Q1 2026
IBITiShares Bitcoin Trust ETF	$5.14M	3.63%	0.01%	+11.9%	Q1 2024
TTMITTM Technologies Inc	$3.15M	2.23%	0.03%	New	Q1 2026
AMKRAmkor Technology, Inc.	$2.77M	1.96%	0.02%	New	Q1 2026
TCOMTrip.com Group Ltd	$1.59M	1.13%	0.00%	Not reported	Q2 2022
POETPoet Technologies Inc.	$1.39M	0.98%	0.18%	New	Q1 2026
ALMUAeluma, Inc.	$962K	0.68%	0.41%	New	Q1 2026
MAXNQMaxeon Solar Technologies, Ltd.	$133K	0.09%	0.53%	Not reported	Q4 2024
SILGolden Minerals Co	$15.1K	0.01%	Not reported	-98.6%	Q4 2025
VIXYProShares Trust II	$1.65K	0.00%	Not reported	Not reported	Q1 2024
Q4 2025Reported Feb 3, 202616 positions
PDDPDD Holdings Inc.	$58.2M	43.14%	0.01%	+74.1%	Q4 2021
INTCIntel Corp	$12.1M	8.99%	0.01%	New	Q4 2025
NVDANvidia Corp	$11.7M	8.66%	0.00%	New	Q4 2025
AXTIAxt Inc	$11.2M	8.27%	1.24%	New	Q4 2025
SNPSSynopsys Inc	$9.82M	7.28%	0.01%	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$5.93M	4.40%	0.01%	-8.9%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.49M	4.07%	0.00%	-41.2%	Q1 2022
UUnity Software Inc.	$5.36M	3.98%	0.03%	-44.3%	Q2 2024
GOOGLAlphabet Inc.	$5.27M	3.91%	0.00%	-71.1%	Q1 2025
TCOMTrip.com Group Ltd	$2.3M	1.71%	0.00%	Not reported	Q2 2022
LITELumentum Holdings Inc.	$2.27M	1.68%	0.01%	New	Q4 2025
APPAppLovin Corp	$2.01M	1.49%	0.00%	New	Q4 2025
SILGolden Minerals Co	$968K	0.72%	Not reported	New	Q4 2025
MAXNQMaxeon Solar Technologies, Ltd.	$242K	0.18%	0.53%	Not reported	Q4 2024
RBOTVicarious Surgical Inc.	$38.7K	0.03%	Not reported	Not reported	Q4 2021
VIXYProShares Trust II	$1.23K	0.00%	Not reported	Not reported	Q1 2024
Q3 2025Reported Oct 31, 202510 positions
PDDPDD Holdings Inc.	$38.9M	35.04%	0.01%	+1.0%	Q4 2021
GOOGLAlphabet Inc.	$14.2M	12.76%	0.00%	+586.2%	Q1 2025
BABAAlibaba Group Holding Ltd	$9.09M	8.18%	0.00%	+78.6%	Q1 2022
UUnity Software Inc.	$8.72M	7.85%	0.05%	+112.1%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.58M	7.72%	0.00%	+309.5%	Q1 2022
IBITiShares Bitcoin Trust ETF	$8.53M	7.67%	0.01%	Not reported	Q1 2024
TSLATesla, Inc.	$5.43M	4.88%	0.00%	Not reported	Q2 2022
TCOMTrip.com Group Ltd	$2.41M	2.17%	0.00%	Not reported	Q2 2022
MAXNQMaxeon Solar Technologies, Ltd.	$295K	0.27%	0.53%	Not reported	Q4 2024
RBOTVicarious Surgical Inc.	$98.2K	0.09%	Not reported	Not reported	Q4 2021

Premium opens every quarter this fund has filed