Maytree Asset Management Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Maytree Asset Management Ltd reported 9 stock positions worth $51.2 million. Its top holding was PDD (PDD) at 68.3% of the portfolio, followed by Kranesh Csi China Internet (KWEB, 8.4%) and PDD Holdings Inc. (pdd 0 12/01/25) (7.9%). Compared with Q2 2024, it opened 1 new position, sold out of 18, added to 2 and reduced 3. The biggest buy was PDD (PDD, shares +3%) and the biggest sale an exit from Proshares Vix Short-Term Fut.
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001869683
- Portfolio Value
- $51.2M (Q3 2024)
- SEC Filing
- 0001869683-24-000010 ↗ filed Nov 4, 2024
Holdings Value
Holdings 9 stocks · $51.2M
| PDD PDD Holdings Inc. | 68.32% | 259,392 | $35.0M | Add +3.0% |
| KWEB Kranesh Csi China Internet | 8.41% | 126,600 | $4.3M | Reduce -61.7% |
| PDD HOLDINGS INC (PDD 0 12/01/25) | 7.90% | 4,000,000 | $4.0M | New |
| IBIT iShares Bitcoin Trust ETF | 5.81% | 82,300 | $3.0M | Reduce -70.4% |
| TCOM Trip.com Group Ltd.-ADR | 3.72% | 31,999 | $1.9M | No change |
| CRM Salesforce Inc. | 3.69% | 6,900 | $1.9M | Reduce -29.9% |
| MAXNQ Maxeon Solar Technologie | 1.70% | 8,988,378 | $869K | Add +276.7% |
| META Meta Platforms Inc. Class A | 0.26% | 230 | $132K | No change |
| RBOT Vicarious Surgical Inc. Class A | 0.20% | 17,828 | $101K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| PROSHARES VIX SHORT-TERM FUT | Sold out | 0.00% | −8.25 |
| BASE Couchbase Inc. | Sold out | 0.00% | −7.42 |
| FUTU Futu Holdings Ltd.-ADR | Sold out | 0.00% | −6.42 |
| IBIT iShares Bitcoin Trust ETF | Reduce -70.4% | 5.81% | −4.19 |
| ESTC Elastic NV | Sold out | 0.00% | −2.89 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.98 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.94 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −1.87 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.83 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.70 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.32 |
| U Unity Software Inc. | Sold out | 0.00% | −1.20 |
| KWEB Kranesh Csi China Internet | Reduce -61.7% | 8.41% | −0.98 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.51 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.47 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.37 |
| STEM Stem Inc. | Sold out | 0.00% | −0.21 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.16 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.12 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.10 |
| CRM Salesforce Inc. | Reduce -29.9% | 3.69% | +1.03 |
Portfolio Buys Q2 2024 → Q3 2024
| PDD PDD Holdings Inc. | Add +3.0% | 68.32% | +33.09 |
| PDD HOLDINGS INC (PDD 0 12/01/25) | New | 7.90% | +7.90 |
| MAXNQ Maxeon Solar Technologie | Add +276.7% | 1.70% | −0.44 |
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 |