Maytree Asset Management Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Maytree Asset Management Ltd reported 26 stock positions worth $95.1 million. Its top holding was PDD (PDD) at 35.2% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 10.0%) and Kranesh Csi China Internet (KWEB, 9.4%). Compared with Q1 2024, it opened 17 new positions, sold out of 9, added to 8 and reduced 1. The biggest buy was PDD (PDD, shares +1054%) and the biggest sale an exit from Ke Holdings Inc.-ADR (BEKE).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001869683
- Portfolio Value
- $95.1M (Q2 2024)
- SEC Filing
- 0001869683-24-000009 ↗ filed Aug 12, 2024
Holdings Value
Holdings 26 stocks · $95.1M
| PDD PDD Holdings Inc. | 35.23% | 251,944 | $33.5M | Add +1053.7% |
| IBIT iShares Bitcoin Trust ETF | 10.00% | 278,391 | $9.5M | Add +21.3% |
| KWEB Kranesh Csi China Internet | 9.39% | 330,600 | $8.9M | New |
| PROSHARES VIX SHORT-TERM FUT | 8.25% | 722,862 | $7.8M | Add +437.9% |
| BASE Couchbase Inc. | 7.42% | 386,229 | $7.1M | Add +3.8% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 6.42% | 93,100 | $6.1M | Add +98.1% |
| ESTC Elastic NV | 2.89% | 24,100 | $2.7M | New |
| CRM Salesforce Inc. | 2.66% | 9,850 | $2.5M | New |
| MAXNQ Maxeon Solar Technologie | 2.14% | 2,385,872 | $2.0M | Add +9.6% |
| MDB Mongodb Inc. | 1.98% | 7,546 | $1.9M | Add +385.6% |
| MU Micron Technology Inc. | 1.94% | 14,000 | $1.8M | New |
| HUBS HubSpot Inc. | 1.87% | 3,011 | $1.8M | New |
| DDOG Datadog Inc. Class A | 1.83% | 13,387 | $1.7M | New |
| SNOW Snowflake Inc. | 1.70% | 12,000 | $1.6M | Add +118.2% |
| TCOM Trip.com Group Ltd.-ADR | 1.58% | 31,999 | $1.5M | New |
| WDAY Workday Inc. Class A | 1.32% | 5,620 | $1.3M | New |
| U Unity Software Inc. | 1.20% | 70,300 | $1.1M | New |
| ABNB Airbnb Inc. Class A | 0.51% | 3,200 | $485K | New |
| DASH DoorDash Inc. Class A | 0.47% | 4,100 | $446K | New |
| NOW ServiceNow Inc. | 0.37% | 447 | $352K | New |
| STEM Stem Inc. | 0.21% | 183,546 | $204K | Reduce -26.2% |
| DLO Dlocal Ltd. | 0.16% | 19,171 | $155K | New |
| META Meta Platforms Inc. Class A | 0.12% | 230 | $116K | New |
| BRZE Braze Inc. Class A | 0.12% | 2,962 | $115K | New |
| RBOT Vicarious Surgical Inc. Class A | 0.11% | 17,828 | $105K | New |
| CXM Sprinklr Inc. Class A | 0.10% | 10,230 | $98K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BEKE Ke Holdings Inc.-ADR | Sold out | 0.00% | −15.78 |
| ZTO Zto Express Cayman Inc.-ADR | Sold out | 0.00% | −7.89 |
| TSLA Tesla Inc. | Sold out | 0.00% | −6.49 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −1.86 |
| STEM Stem Inc. | Reduce -26.2% | 0.21% | −0.81 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.72 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −0.43 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.39 |
| VICARIOUS SURGICAL INC | Sold out | 0.00% | −0.30 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| PDD PDD Holdings Inc. | Add +1053.7% | 35.23% | +30.46 |
| KWEB Kranesh Csi China Internet | New | 9.39% | +9.39 |
| PROSHARES VIX SHORT-TERM FUT | Add +437.9% | 8.25% | +4.98 |
| ESTC Elastic NV | New | 2.89% | +2.89 |
| CRM Salesforce Inc. | New | 2.66% | +2.66 |
| MU Micron Technology Inc. | New | 1.94% | +1.94 |
| HUBS HubSpot Inc. | New | 1.87% | +1.87 |
| DDOG Datadog Inc. Class A | New | 1.83% | +1.83 |
| FUTU Futu Holdings Ltd.-ADR | Add +98.1% | 6.42% | +1.64 |
| TCOM Trip.com Group Ltd.-ADR | New | 1.58% | +1.58 |
| WDAY Workday Inc. Class A | New | 1.32% | +1.32 |
| U Unity Software Inc. | New | 1.20% | +1.20 |
| MDB Mongodb Inc. | Add +385.6% | 1.98% | +0.94 |
| ABNB Airbnb Inc. Class A | New | 0.51% | +0.51 |
| DASH DoorDash Inc. Class A | New | 0.47% | +0.47 |
| NOW ServiceNow Inc. | New | 0.37% | +0.37 |
| DLO Dlocal Ltd. | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | New | 0.12% | +0.12 |
| BRZE Braze Inc. Class A | New | 0.12% | +0.12 |
| RBOT Vicarious Surgical Inc. Class A | New | 0.11% | +0.11 |
| CXM Sprinklr Inc. Class A | New | 0.10% | +0.10 |
| SNOW Snowflake Inc. | Add +118.2% | 1.70% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +21.3% | 10.00% | −7.45 |
| BASE Couchbase Inc. | Add +3.8% | 7.42% | −10.98 |
| MAXNQ Maxeon Solar Technologie | Add +9.6% | 2.14% | −11.48 |
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 |