Maytree Asset Management Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Maytree Asset Management Ltd reported 44 stock positions worth $154.0 million. Its top holding was Intel (INTC) at 9.8% of the portfolio, followed by Arm Holdings PLC-ADR (ARM, 8.4%) and Marvell Technology (MRVL, 7.7%). Compared with Q1 2026, it opened 29 new positions, sold out of 5, added to 1 and reduced 10. The biggest buy was a new position in Arm Holdings PLC-ADR (ARM) and the biggest sale an exit from PDD (PDD).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001869683
Portfolio Value
$154.0M (Q2 2026)
SEC Filing
0001869683-26-000005 ↗ filed Aug 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $53.2M Q1 2024 Q2 2024: $95.1M Q2 2024 Q3 2024: $51.2M Q3 2024 Q4 2024: $44.2M Q4 2024 Q1 2025: $55.6M Q1 2025 Q2 2025: $59.8M Q2 2025 Q3 2025: $111.1M Q3 2025 Q4 2025: $134.9M Q4 2025 Q1 2026: $141.5M Q1 2026 Q2 2026: $154.0M $154.0M Q2 2026

Holdings 44 stocks · $154.0M
INTC Intel Corp. 9.75% 107,539 $15.0M Reduce -78.7%
ARM Arm Holdings PLC-ADR 8.38% 36,364 $12.9M New
MRVL Marvell Technology Inc. 7.66% 39,579 $11.8M New
SNDK Sandisk Corp. 7.47% 5,057 $11.5M Reduce -83.5%
NBIS Nebius Group NV 7.14% 39,785 $11.0M New
COHR Coherent Corp. 6.03% 23,539 $9.3M Reduce -55.6%
MTSI Macom Technology Solutions H 4.83% 19,544 $7.4M Reduce -31.9%
GOOGL Alphabet Inc. Class A 4.70% 20,258 $7.2M New
AMD Advanced Micro Devices 4.35% 11,527 $6.7M New
U Unity Software Inc. 3.88% 209,163 $6.0M Reduce -59.8%
WOLF Wolfspeed Inc. 3.61% 115,083 $5.6M New
AXTI Axt Inc. 3.48% 74,377 $5.4M Reduce -21.6%
ALAB Astera Labs Inc. 3.03% 9,666 $4.7M New
MXL Maxlinear Inc. 3.03% 36,382 $4.7M New
AMKR Amkor Technology Inc. 2.63% 47,007 $4.1M Reduce -23.7%
WDC Western Digital Corp. 1.88% 4,536 $2.9M New
HSAI Hesai Group 1.87% 158,400 $2.9M New
POET Poet Technologies Inc. 1.81% 271,237 $2.8M Add +15.9%
RIG Transocean Ltd. 1.73% 545,750 $2.7M New
AAOI Applied Optoelectronics Inc. 1.69% 17,598 $2.6M New
LITE Lumentum Holdings Inc. 1.55% 2,775 $2.4M Reduce -87.2%
UMC United Microelectron-SP ADR 1.52% 86,267 $2.3M New
CBRS Cerebras Systems Inc. Class A 1.04% 7,271 $1.6M New
TCOM Trip.com Group Ltd.-ADR 0.83% 31,999 $1.3M No change
MU Micron Technology Inc. 0.68% 912 $1.1M New
ACLS Axcelis Technologies Inc. 0.62% 5,012 $950K New
AVGO Broadcom Inc. 0.58% 2,368 $895K New
HUT Hut 8 Corp. 0.50% 6,684 $772K New
CIEN Ciena Corp. 0.46% 1,441 $707K New
NVTS Navitas Semiconductor Corp. 0.45% 38,260 $686K New
RMBS Rambus Inc. 0.43% 5,012 $665K New
TSEM Tower Semiconductor Ltd. 0.42% 2,497 $651K New
QCOM Qualcomm Inc. 0.42% 3,480 $643K New
TTMI TTM Technologies 0.35% 2,848 $533K Reduce -91.2%
ON On Semiconductor 0.30% 4,920 $465K New
VICR Vicor Corp. 0.30% 1,199 $455K New
CRDO Credo Technology Group Holdi 0.18% 1,013 $275K New
CC The Chemours Co. 0.15% 11,093 $228K New
VRT Vertiv Holdings Co. Class A 0.13% 578 $194K New
FORM Formfactor Inc. 0.09% 911 $146K New
ALMU Aeluma Inc. 0.02% 1,633 $36K Reduce -97.8%
SILJ Amplify Junior Silver Miners 0.01% 640 $17K No change
SIL Global X Silver Miners ETF 0.01% 168 $13K No change
VIXY Proshares Vix Short-Term Fut 0.00% 48 $1K No change

Portfolio Sells Q1 2026 → Q2 2026
PDD PDD Holdings Inc. Sold out 0.00% −13.98
LITE Lumentum Holdings Inc. Reduce -87.2% 1.55% −9.22
SNDK Sandisk Corp. Reduce -83.5% 7.47% −6.26
INTC Intel Corp. Reduce -78.7% 9.75% −6.03
ECHO Echostar Corp. Class A Sold out 0.00% −5.90
U Unity Software Inc. Reduce -59.8% 3.88% −4.19
SLV iShares Silver Trust Sold out 0.00% −3.80
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −3.63
COHR Coherent Corp. Reduce -55.6% 6.03% −2.89
TTMI TTM Technologies Reduce -91.2% 0.35% −1.88
ALMU Aeluma Inc. Reduce -97.8% 0.02% −0.66
AXTI Axt Inc. Reduce -21.6% 3.48% −0.34
MAXNQ Maxeon Solar Technologie Sold out 0.00% −0.09
MTSI Macom Technology Solutions H Reduce -31.9% 4.83% +0.33
AMKR Amkor Technology Inc. Reduce -23.7% 2.63% +0.67

Portfolio Buys Q1 2026 → Q2 2026
ARM Arm Holdings PLC-ADR New 8.38% +8.38
MRVL Marvell Technology Inc. New 7.66% +7.66
NBIS Nebius Group NV New 7.14% +7.14
GOOGL Alphabet Inc. Class A New 4.70% +4.70
AMD Advanced Micro Devices New 4.35% +4.35
WOLF Wolfspeed Inc. New 3.61% +3.61
ALAB Astera Labs Inc. New 3.03% +3.03
MXL Maxlinear Inc. New 3.03% +3.03
WDC Western Digital Corp. New 1.88% +1.88
HSAI Hesai Group New 1.87% +1.87
RIG Transocean Ltd. New 1.73% +1.73
AAOI Applied Optoelectronics Inc. New 1.69% +1.69
UMC United Microelectron-SP ADR New 1.52% +1.52
CBRS Cerebras Systems Inc. Class A New 1.04% +1.04
POET Poet Technologies Inc. Add +15.9% 1.81% +0.83
MU Micron Technology Inc. New 0.68% +0.68
ACLS Axcelis Technologies Inc. New 0.62% +0.62
AVGO Broadcom Inc. New 0.58% +0.58
HUT Hut 8 Corp. New 0.50% +0.50
CIEN Ciena Corp. New 0.46% +0.46
NVTS Navitas Semiconductor Corp. New 0.45% +0.45
RMBS Rambus Inc. New 0.43% +0.43
TSEM Tower Semiconductor Ltd. New 0.42% +0.42
QCOM Qualcomm Inc. New 0.42% +0.42
ON On Semiconductor New 0.30% +0.30
VICR Vicor Corp. New 0.30% +0.30
CRDO Credo Technology Group Holdi New 0.18% +0.18
CC The Chemours Co. New 0.15% +0.15
VRT Vertiv Holdings Co. Class A New 0.13% +0.13
FORM Formfactor Inc. New 0.09% +0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 44$154.0MINTC, ARM, MRVL, SNDK, NBIS
Q1 2026 20$141.5MINTC, PDD, SNDK, LITE, COHR
Q4 2025 17$134.9MPDD, INTC, NVDA, AXTI, SNPS
Q3 2025 11$111.1MPDD, PDD HOLDINGS INC (PDD 0 12/01/25), GOOGL, BABA, U
Q2 2025 12$59.8MPDD, PDD HOLDINGS INC (PDD 0 12/01/25), BABA, FUTU, U
Q1 2025 16$55.6MPDD, PDD HOLDINGS INC (PDD 0 12/01/25), TCOM, BABA, META
Q4 2024 14$44.2MPDD, PDD HOLDINGS INC (PDD 0 12/01/25), TCOM, META, AMD
Q3 2024 9$51.2MPDD, KWEB, PDD HOLDINGS INC (PDD 0 12/01/25), IBIT, TCOM
Q2 2024 26$95.1MPDD, IBIT, KWEB, PROSHARES VIX SHORT-TERM FUT, BASE
Q1 2024 18$53.2MBASE, IBIT, BEKE, MAXNQ, ZTO