Maytree Asset Management Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Maytree Asset Management Ltd reported 18 stock positions worth $53.2 million. Its top holding was Couchbase (BASE) at 18.4% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 17.4%) and Ke Holdings Inc.-ADR (BEKE, 15.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 23, added to 3 and reduced 4. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale an exit from Trip.com Group Ltd.-ADR (TCOM).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001869683
- Portfolio Value
- $53.2M (Q1 2024)
- SEC Filing
- 0001869683-24-000006 ↗ filed May 14, 2024
Holdings Value
Holdings 18 stocks · $53.2M
| BASE Couchbase Inc. | 18.40% | 372,269 | $9.8M | Reduce -26.2% |
| IBIT iShares Bitcoin Trust ETF | 17.45% | 229,493 | $9.3M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 15.78% | 611,822 | $8.4M | No change |
| MAXNQ Maxeon Solar Technologie | 13.62% | 2,177,435 | $7.3M | New |
| ZTO Zto Express Cayman Inc.-ADR | 7.89% | 200,470 | $4.2M | Reduce -18.0% |
| TSLA Tesla Inc. | 6.49% | 19,648 | $3.5M | Add +97.4% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 4.78% | 46,988 | $2.5M | Reduce -68.2% |
| PDD PDD Holdings Inc. | 4.77% | 21,838 | $2.5M | New |
| PROSHARES VIX SHORT-TERM FUT | 3.27% | 134,382 | $1.7M | Add +4.1% |
| LI Li Auto Inc. - ADR | 1.86% | 32,700 | $990K | New |
| SNOW Snowflake Inc. | 1.67% | 5,500 | $889K | Add +96.4% |
| MDB Mongodb Inc. | 1.05% | 1,554 | $557K | Reduce -33.0% |
| STEM Stem Inc. | 1.02% | 248,702 | $545K | No change |
| ENPH Enphase Energy Inc. | 0.72% | 3,186 | $385K | New |
| BZ Kanzhun Ltd. - ADR | 0.43% | 12,950 | $227K | No change |
| SNAP Snap Inc. Class A | 0.39% | 17,993 | $207K | New |
| VICARIOUS SURGICAL INC | 0.30% | 534,868 | $161K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.12% | 918 | $66K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −23.24 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -68.2% | 4.78% | −5.44 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −2.52 |
| HSAI Hesai Group | Sold out | 0.00% | −2.51 |
| ONON On Holding AG Class A | Sold out | 0.00% | −1.57 |
| XP XP Inc. Class A | Sold out | 0.00% | −1.50 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.40 |
| ZS Zscaler Inc. | Sold out | 0.00% | −1.37 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.28 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.24 |
| XYZ Block Inc. | Sold out | 0.00% | −1.23 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.21 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.15 |
| ESTC Elastic NV | Sold out | 0.00% | −0.93 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.74 |
| U Unity Software Inc. | Sold out | 0.00% | −0.73 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.72 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.67 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.65 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.58 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.55 |
| ASAN Asana Inc. Class A | Sold out | 0.00% | −0.52 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.45 |
| MDB Mongodb Inc. | Reduce -33.0% | 1.05% | −0.15 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.11 |
| ZTO Zto Express Cayman Inc.-ADR | Reduce -18.0% | 7.89% | +1.30 |
| BASE Couchbase Inc. | Reduce -26.2% | 18.40% | +4.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IBIT iShares Bitcoin Trust ETF | New | 17.45% | +17.45 |
| MAXNQ Maxeon Solar Technologie | New | 13.62% | +13.62 |
| PDD PDD Holdings Inc. | New | 4.77% | +4.77 |
| TSLA Tesla Inc. | Add +97.4% | 6.49% | +3.36 |
| LI Li Auto Inc. - ADR | New | 1.86% | +1.86 |
| SNOW Snowflake Inc. | Add +96.4% | 1.67% | +0.96 |
| PROSHARES VIX SHORT-TERM FUT | Add +4.1% | 3.27% | +0.74 |
| ENPH Enphase Energy Inc. | New | 0.72% | +0.72 |
| SNAP Snap Inc. Class A | New | 0.39% | +0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $154.0M | INTC, ARM, MRVL, SNDK, NBIS |
| Q1 2026 | 20 | $141.5M | INTC, PDD, SNDK, LITE, COHR |
| Q4 2025 | 17 | $134.9M | PDD, INTC, NVDA, AXTI, SNPS |
| Q3 2025 | 11 | $111.1M | PDD, PDD HOLDINGS INC (PDD 0 12/01/25), GOOGL, BABA, U |
| Q2 2025 | 12 | $59.8M | PDD, PDD HOLDINGS INC (PDD 0 12/01/25), BABA, FUTU, U |
| Q1 2025 | 16 | $55.6M | PDD, PDD HOLDINGS INC (PDD 0 12/01/25), TCOM, BABA, META |
| Q4 2024 | 14 | $44.2M | PDD, PDD HOLDINGS INC (PDD 0 12/01/25), TCOM, META, AMD |
| Q3 2024 | 9 | $51.2M | PDD, KWEB, PDD HOLDINGS INC (PDD 0 12/01/25), IBIT, TCOM |
| Q2 2024 | 26 | $95.1M | PDD, IBIT, KWEB, PROSHARES VIX SHORT-TERM FUT, BASE |
| Q1 2024 | 18 | $53.2M | BASE, IBIT, BEKE, MAXNQ, ZTO |