Maytree Asset Management Ltd Portfolio Stock Holdings
Maytree Asset Management Ltd disclosed 44 stock positions valued at approximately $154.0 million in its latest SEC 13F filing. The largest holdings include INTEL CORP, ARM HOLDINGS PLC, and MARVELL TECHNOLOGY INC. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 44
- Portfolio Value
- $154.0M
Holdings by Sector
Maytree Asset Management Ltd Portfolio Holdings in Q2 2026
39 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTEL CORP | INTC | Technology | 9.75% | 107,539 | -398,261 | -78.74% | $15,015,671 |
| ARM HOLDINGS PLC | ARM | Technology | 8.38% | 36,364 | +36,364 | +100.00% | $12,893,583 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 7.66% | 39,579 | +39,579 | +100.00% | $11,790,188 |
| SANDISK CORP | SNDK | Other | 7.47% | 5,057 | -25,507 | -83.45% | $11,498,253 |
| NEBIUS GROUP N.V. | NBIS | Other | 7.14% | 39,785 | +39,785 | +100.00% | $10,987,423 |
| COHERENT CORP | COHR | Technology | 6.03% | 23,539 | -29,424 | -55.56% | $9,285,429 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 4.83% | 19,544 | -9,137 | -31.86% | $7,433,951 |
| ALPHABET INC | GOOGL | Communication Services | 4.70% | 20,258 | +3,408 | +20.23% | $7,239,601 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.35% | 11,527 | +11,527 | +100.00% | $6,696,150 |
| UNITY SOFTWARE INC | U | Technology | 3.88% | 209,163 | -311,107 | -59.80% | $5,977,879 |
| AXT INC | AXTI | Technology | 3.48% | 74,377 | -20,445 | -21.56% | $5,361,094 |
| ASTERA LABS INC | ALAB | Technology | 3.03% | 9,666 | +9,666 | +100.00% | $4,668,871 |
| MAXLINEAR INC | MXL | Technology | 3.03% | 36,382 | +36,382 | +100.00% | $4,657,987 |
| AMKOR TECHNOLOGY INC | AMKR | Technology | 2.63% | 47,007 | -14,593 | -23.69% | $4,053,414 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.88% | 4,536 | +4,536 | +100.00% | $2,897,234 |
| HESAI GROUP | HSAI | Consumer Cyclical | 1.87% | 158,400 | +158,400 | +100.00% | $2,886,048 |
| POET TECHNOLOGIES INC | POET | Technology | 1.81% | 271,237 | +37,207 | +15.90% | $2,788,316 |
| TRANSOCEAN LTD | H8817H100 | Other | 1.73% | 545,750 | +545,750 | +100.00% | $2,668,718 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 1.69% | 17,598 | +17,598 | +100.00% | $2,607,320 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.55% | 2,775 | -18,906 | -87.20% | $2,381,117 |
| UNITED MICROELECTRONICS CORP | UMC | Technology | 1.52% | 86,267 | +86,267 | +100.00% | $2,347,325 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.83% | 31,999 | - | - | $1,274,840 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 912 | +912 | +100.00% | $1,052,712 |
| AXCELIS TECHNOLOGIES INC | ACLS | Technology | 0.62% | 5,012 | +5,012 | +100.00% | $949,523 |
| BROADCOM INC | AVGO | Technology | 0.58% | 2,368 | +2,368 | +100.00% | $894,512 |
| HUT 8 CORP | HUT | Financial Services | 0.50% | 6,684 | +6,684 | +100.00% | $771,634 |
| CIENA CORP | CIEN | Technology | 0.46% | 1,441 | +1,441 | +100.00% | $706,897 |
| NAVITAS SEMICONDUCTOR CORP | NVTS | Technology | 0.45% | 38,260 | +38,260 | +100.00% | $685,619 |
| RAMBUS INC DEL | RMBS | Technology | 0.43% | 5,012 | +5,012 | +100.00% | $665,293 |
| QUALCOMM INC | QCOM | Technology | 0.42% | 3,480 | +3,480 | +100.00% | $643,069 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.35% | 2,848 | -29,519 | -91.20% | $532,633 |
| ON SEMICONDUCTOR CORP | ON | Technology | 0.30% | 4,920 | +4,920 | +100.00% | $465,137 |
| VICOR CORP | VICR | Technology | 0.30% | 1,199 | +1,199 | +100.00% | $455,356 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.18% | 1,013 | +1,013 | +100.00% | $275,485 |
| CHEMOURS CO | CC | Basic Materials | 0.15% | 11,093 | +11,093 | +100.00% | $227,628 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.13% | 578 | +578 | +100.00% | $193,526 |
| FORMFACTOR INC | FORM | Technology | 0.09% | 911 | +911 | +100.00% | $145,696 |
| AMPLIFY ETF TR | SILJ | Other | 0.01% | 640 | - | - | $16,589 |
| GLOBAL X FDS | SIL | Other | 0.01% | 168 | - | - | $13,013 |