Maytree Asset Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Maytree Asset Management Ltd disclosed 19 stock positions valued at approximately $193.15M as of quarter-end September 30, 2026. The largest holdings include AXT INC, META PLATFORMS INC, and ADVANCED MICRO DEVICES INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $193.15M
Holdings by Sector
Maytree Asset Management Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AXT INC | AXTI | Technology | 12.64% | 315,386 | +241,009 | +324.04% | $24,414,030 |
| META PLATFORMS INC | META | Communication Services | 10.72% | 28,554 | +28,554 | +100.00% | $20,706,790 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 10.33% | 32,619 | +21,092 | +182.98% | $19,954,999 |
| INTEL CORP | INTC | Technology | 9.41% | 151,192 | +43,653 | +40.59% | $18,177,814 |
| MICRON TECHNOLOGY INC | MU | Technology | 7.53% | 13,660 | +12,748 | +1397.81% | $14,549,403 |
| LUMENTUM HLDGS INC | LITE | Technology | 7.17% | 14,264 | +11,489 | +414.02% | $13,854,053 |
| SANDISK CORP | SNDK | Technology | 7.07% | 7,847 | +2,790 | +55.17% | $13,652,917 |
| COHERENT CORP | COHR | Technology | 7.04% | 47,251 | +23,712 | +100.73% | $13,599,310 |
| ARM HOLDINGS PLC | ARM | Technology | 6.63% | 44,222 | +7,858 | +21.61% | $12,809,345 |
| ALPHABET INC | GOOG | Communication Services | 5.24% | 29,720 | +29,720 | +100.00% | $10,126,793 |
| SHOPIFY INC | SHOP | Technology | 3.78% | 49,200 | +49,200 | +100.00% | $7,296,360 |
| BROADCOM INC | AVGO | Technology | 3.28% | 18,046 | +15,678 | +662.08% | $6,337,575 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.94% | 21,500 | -18,079 | -45.68% | $5,680,515 |
| ALPHABET INC | GOOGL | Communication Services | 2.48% | 13,926 | -6,332 | -31.26% | $4,791,658 |
| MAXLINEAR INC | MXL | Technology | 1.07% | 22,936 | -13,446 | -36.96% | $2,071,350 |
| SEMTECH CORP | SMTC | Technology | 1.03% | 11,200 | +11,200 | +100.00% | $1,997,520 |
| QUALCOMM INC | QCOM | Technology | 0.97% | 10,204 | +6,724 | +193.22% | $1,877,944 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.65% | 31,999 | - | - | $1,251,161 |
| PROSHARES TR II | VIXY | Other | 0.00% | 48 | - | - | $813 |
Showing 19 of 19 holdings in the latest reporting period.