Investor
Maytree Asset Management Ltd
CIK 0001869683 · filed 2026-05-04 · SEC filing
13F book
$141.5M
Positions
20
10 new · 7 sold
Largest name
15.8%
Intel Corp · INTC
Est. mark
$1.26M
Price effect on 10 names still held. Flow $5.32M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Intel Corp | INTC | 505.8K | $22.3M | 15.8% | $2.38M | Added$10.2M |
| PDD Holdings Inc. | PDD | 193.6K | $19.8M | 14.0% | −$2.17M | Cut−$38.4M |
| Sandisk Corp | SNDK | 30.6K | $19.4M | 13.7% | — | New |
| Lumentum Hldgs Inc | — | 21.7K | $15.2M | 10.8% | $2.06M | Added$13M |
| Coherent Corp. | COHR | 53K | $12.6M | 8.9% | — | New |
| Unity Software Inc. | U | 520.3K | $11.4M | 8.1% | −$2.7M | Added$6.05M |
| Echostar Corp | ECHO | 71.3K | $8.35M | 5.9% | — | New |
| Macom Tech Solutions Hldgs I | — | 28.7K | $6.37M | 4.5% | — | New |
| Axt Inc | AXTI | 94.8K | $5.4M | 3.8% | $3.85M | Cut−$5.75M |
| Ishares Silver Tr | — | 78.8K | $5.37M | 3.8% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 133.7K | $5.14M | 3.6% | −$1.34M | Added−$796.6K |
| Ttm Technologies Inc | TTMI | 32.4K | $3.15M | 2.2% | — | New |
| Amkor Technology, Inc. | AMKR | 61.6K | $2.77M | 2.0% | — | New |
| Trip Com Group Ltd | — | 32K | $1.59M | 1.1% | −$707.8K | Held |
| Poet Technologies Inc. | POET | 234K | $1.39M | 1.0% | — | New |
| Aeluma, Inc. | ALMU | 73.5K | $961.8K | 0.7% | — | New |
| Maxeon Solar Technologies Lt | — | 88.1K | $133K | 0.1% | −$109.2K | Held |
| Amplify Etf Tr | — | 640 | $19K | 0.0% | — | New |
| Global X Fds | — | 168 | $15.1K | 0.0% | $1.1K | Cut−$952.9K |
| Proshares Tr Ii | — | 48 | $1.65K | 0.0% | $418 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.