Maytree Asset Management Ltd

HONG KONG, K3 · CIK 1869683 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHong Kong

$154.0m reported value +8.8% vs Q1 2026

44positions

64.2%in top 10

29 new 1 added 10 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTEL CORP COM INTC	INTC	107,539	$15.0m9.75%	9.75%	Reduced -398.3k	-398,261 -78.7%
2	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	36,364	$12.9m8.38%	8.38%	New
3	MARVELL TECHNOLOGY INC COM MRVL	MRVL	39,579	$11.8m7.66%	7.66%	New
4	SANDISK CORP COM SNDK	SNDK	5,057	$11.5m7.47%	7.47%	Reduced -25.5k	-25,507 -83.5%
5	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	39,785	$11.0m7.14%	7.14%	New
6	COHERENT CORP COM COHR	COHR	23,539	$9.3m6.03%	6.03%	Reduced -29.4k	-29,424 -55.6%
7	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	19,544	$7.4m4.83%	4.83%	Reduced -9.1k	-9,137 -31.9%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,258	$7.2m4.70%	4.70%	New
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	11,527	$6.7m4.35%	4.35%	New
10	UNITY SOFTWARE INC COM U	U	209,163	$6.0m3.88%	3.88%	Reduced -311.1k	-311,107 -59.8%
11	WOLFSPEED INC COMMON STOCK WOLF	WOLF	115,083	$5.6m3.61%	3.61%	New
12	AXT INC COM AXTI	AXTI	74,377	$5.4m3.48%	3.48%	Reduced -20.4k	-20,445 -21.6%
13	ASTERA LABS INC COM ALAB	ALAB	9,666	$4.7m3.03%	3.03%	New
14	MAXLINEAR INC COM MXL	MXL	36,382	$4.7m3.03%	3.03%	New
15	AMKOR TECHNOLOGY INC COM AMKR	AMKR	47,007	$4.1m2.63%	2.63%	Reduced -14.6k	-14,593 -23.7%
16	WESTERN DIGITAL CORP COM WDC	WDC	4,536	$2.9m1.88%	1.88%	New
17	HESAI GROUP SPONSORED ADS HSAI	HSAI	158,400	$2.9m1.87%	1.87%	New
18	POET TECHNOLOGIES INC COM NEW POET	POET	271,237	$2.8m1.81%	1.81%	Added +37.2k	+37,207 15.9%
19	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	545,750	$2.7m1.73%	1.73%	New
20	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	17,598	$2.6m1.69%	1.69%	New
21	LUMENTUM HLDGS INC COM LITE	LITE	2,775	$2.4m1.55%	1.55%	Reduced -18.9k	-18,906 -87.2%
22	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	86,267	$2.3m1.52%	1.52%	New
23	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	7,271	$1.6m1.04%	1.04%	New
24	TRIP COM GROUP LTD ADS TCOM	TCOM	31,999	$1.3m0.83%	0.83%	Unchanged
25	MICRON TECHNOLOGY INC COM MU	MU	912	$1.1m0.68%	0.68%	New
26	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	5,012	$949.5k0.62%	0.62%	New
27	BROADCOM INC COM AVGO	AVGO	2,368	$894.5k0.58%	0.58%	New
28	HUT 8 CORP COM HUT	HUT	6,684	$771.6k0.50%	0.50%	New
29	CIENA CORP COM NEW CIEN	CIEN	1,441	$706.9k0.46%	0.46%	New
30	NAVITAS SEMICONDUCTOR CORP COM NVTS	NVTS	38,260	$685.6k0.45%	0.45%	New
31	RAMBUS INC DEL COM RMBS	RMBS	5,012	$665.3k0.43%	0.43%	New
32	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	2,497	$650.8k0.42%	0.42%	New
33	QUALCOMM INC COM QCOM	QCOM	3,480	$643.1k0.42%	0.42%	New
34	TTM TECHNOLOGIES INC COM TTMI	TTMI	2,848	$532.6k0.35%	0.35%	Reduced -29.5k	-29,519 -91.2%
35	ON SEMICONDUCTOR CORP COM ON	ON	4,920	$465.1k0.30%	0.30%	New
36	VICOR CORP COM VICR	VICR	1,199	$455.4k0.30%	0.30%	New
37	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,013	$275.5k0.18%	0.18%	New
38	CHEMOURS CO COM CC	CC	11,093	$227.6k0.15%	0.15%	New
39	VERTIV HOLDINGS CO COM CL A VRT	VRT	578	$193.5k0.13%	0.13%	New
40	FORMFACTOR INC COM FORM	FORM	911	$145.7k0.09%	0.09%	New
41	AELUMA INC COM ALMU	ALMU	1,633	$36.1k0.02%	0.02%	Reduced -71.8k	-71,840 -97.8%
42	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	640	$16.6k0.01%	0.01%	Unchanged
43	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	168	$13.0k0.01%	0.01%	Unchanged
44	PROSHARES TR II VIX SHT TERM FUT VIXY	VIXY	48	$1.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PDD HOLDINGS INC PDD	PDD	193,600	$19.8m193.6k shares
ECHOSTAR CORP ECHO	ECHO	71,300	$8.3m71.3k shares
ISHARES SILVER TR SLV	SLV	78,814	$5.4m78.8k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	133,689	$5.1m133.7k shares
MAXEON SOLAR TECHNOLOGIES LT MAXNQ	MAXNQ	88,082	$133.0k88.1k shares