Position in POET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,788,316
+$1,398,178 QoQ
Shares Held
271,237
+15.9% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#28
of 154 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POET Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Maytree Asset Management Ltd holds $80,820,384 across 20 Semiconductors names. POET ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
107,539 | $15,015,670 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
36,364 | $12,893,583 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
39,579 | $11,790,188 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
19,544 | $7,433,951 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
11,527 | $6,696,149 | |
| 6 | WOLF |
Wolfspeed, Inc.
|
115,083 | $5,552,754 | |
| 7 | ALAB |
Astera Labs, Inc.
|
9,666 | $4,668,871 | |
| 8 | MXL |
Maxlinear, Inc
|
36,382 | $4,657,987 |
All Filings in POET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,788,316 | 271,237 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,390,138 | 234,030 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||