Maytree Asset Management Ltd
Top Portfolio Positions
17 positions ·
$141,420,237 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
505,800 | $22,320,954 | 15.78% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
193,600 | $19,782,048 | 13.99% | |
| SNDK |
Sandisk Corp
Technology
|
30,564 | $19,418,531 | 13.73% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
21,681 | $15,236,539 | 10.77% | |
| COHR |
Coherent Corp.
Technology
|
52,963 | $12,616,316 | 8.92% | |
| U |
Unity Software Inc.
Technology
|
520,270 | $11,414,723 | 8.07% | |
| SATS |
EchoStar CORP
Communication Services
|
71,300 | $8,347,091 | 5.90% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
28,681 | $6,369,189 | 4.50% | |
| AXTI |
Axt Inc
Technology
|
94,822 | $5,402,957 | 3.82% | |
| SLV |
iShares Silver Trust
|
78,814 | $5,370,385 | 3.80% |
Portfolio Trend
18 quarters · across all stocks
Holdings in U
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,414,723 | 520,270 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,361,266 | 121,378 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,722,553 | 217,846 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,486,187 | 102,735 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $470,414 | 24,013 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $539,572 | 24,013 | Shares | Sole | 2025-02-03 | |
| 2024-06-30 | $1,143,078 | 70,300 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $580,638 | 14,200 | Shares | Sole | 2024-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||