Institutional Fund
Maytree Asset Management Ltd
Hong Kong, Hong KongCIK 18696835 filings on record
Portfolio Value
$141.46M
Q1 2026
Holdings
20
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+4.9%
from $134.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Intel Corp15.8%
- Pdd Holdings Inc14.0%
- Sandisk Corp13.7%
- Lumentum Hldgs Inc10.8%
- Coherent Corp8.9%
- Unity Software Inc8.1%
- Other28.7%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Intel Corp | 505.8K | $22.32M | 15.8% | +177.2K | Added |
| 2 | Pdd Holdings Inc | 193.6K | $19.78M | 14.0% | −319.5K | Reduced |
| 3 | Sandisk Corp | 30.6K | $19.42M | 13.7% | +30.6K | New |
| 4 | Lumentum Hldgs Inc | 21.7K | $15.24M | 10.8% | +15.5K | Added |
| 5 | Coherent Corp | 53.0K | $12.62M | 8.9% | +53.0K | New |
| 6 | Unity Software Inc | 520.3K | $11.41M | 8.1% | +398.9K | Added |
| 7 | Echostar Corp | 71.3K | $8.35M | 5.9% | +71.3K | New |
| 8 | Macom Tech Solutions Hldgs I | 28.7K | $6.37M | 4.5% | +28.7K | New |
| 9 | Axt Inc | 94.8K | $5.40M | 3.8% | −587.5K | Reduced |
| 10 | Ishares Silver Tr | 78.8K | $5.37M | 3.8% | +78.8K | New |
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