Maytree Asset Management Ltd Portfolio Stock Holdings
Maytree Asset Management Ltd disclosed 20 stock positions valued at approximately $141.5 million in its latest SEC 13F filing. The largest holdings include INTEL CORP, PDD HOLDINGS INC, and SANDISK CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $141.5M
Holdings by Sector
Maytree Asset Management Ltd Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTEL CORP | INTC | Technology | 15.78% | 505,800 | +177,206 | +53.93% | $22,320,954 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 13.98% | 193,600 | -319,512 | -62.27% | $19,782,048 |
| SANDISK CORP | SNDK | Other | 13.73% | 30,564 | +30,564 | +100.00% | $19,418,532 |
| LUMENTUM HLDGS INC | LITE | Technology | 10.77% | 21,681 | +15,531 | +252.54% | $15,236,540 |
| COHERENT CORP | COHR | Technology | 8.92% | 52,963 | +52,963 | +100.00% | $12,616,316 |
| UNITY SOFTWARE INC | U | Technology | 8.07% | 520,270 | +398,892 | +328.64% | $11,414,724 |
| ECHOSTAR CORP | SATS | Technology | 5.90% | 71,300 | +71,300 | +100.00% | $8,347,091 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 4.50% | 28,681 | +28,681 | +100.00% | $6,369,190 |
| AXT INC | AXTI | Technology | 3.82% | 94,822 | -587,477 | -86.10% | $5,402,958 |
| ISHARES SILVER TR | SLV | Other | 3.80% | 78,814 | +78,814 | +100.00% | $5,370,386 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.63% | 133,689 | +14,194 | +11.88% | $5,136,331 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 2.23% | 32,367 | +32,367 | +100.00% | $3,153,193 |
| AMKOR TECHNOLOGY INC | AMKR | Technology | 1.96% | 61,600 | +61,600 | +100.00% | $2,773,848 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 1.13% | 31,999 | - | - | $1,593,230 |
| POET TECHNOLOGIES INC | POET | Technology | 0.98% | 234,030 | +234,030 | +100.00% | $1,390,138 |
| AMPLIFY ETF TR | SILJ | Other | 0.01% | 640 | +640 | +100.00% | $19,021 |
| GLOBAL X FDS | SIL | Other | 0.01% | 168 | -11,422 | -98.55% | $15,133 |