Maytree Asset Management Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Maytree Asset Management Ltd disclosed 14 US equity positions worth $44.2m in its Q4 2024 13F filing. The largest position was PDD at 52.3% of the reported book, followed by PDD HOLDINGS INC and TCOM. Against the Q3 2024 filing, it opened 9 new positions, added to 2 and reduced 1 among the top 14 holdings.
What did Maytree Asset Management Ltd own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 52.3% | $23.1m | 238,592 | -8% | reduced |
| 2 | PDD HOLDINGS INC | 25.0% | $11.0m | 11,500,000 | 188% | added | |
| 3 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 5.0% | $2.2m | 31,999 | 0% | held |
| 4 | META META PLATFORMS INC | Communication Services | 2.6% | $1.1m | 1,930 | 739% | added |
| 5 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.5% | $1.1m | 9,100 | – | new |
| 6 | MDB MONGODB INC | Technology | 2.4% | $1.1m | 4,640 | – | new |
| 7 | MSFT MICROSOFT CORP | Technology | 2.2% | $969.5k | 2,300 | – | new |
| 8 | ORCL ORACLE CORP | Technology | 1.9% | $849.9k | 5,100 | – | new |
| 9 | MAXEON SOLAR TECHNOLOGIES LT | 1.5% | $677.7k | 89,882 | – | new | |
| 10 | U UNITY SOFTWARE INC | Technology | 1.2% | $539.6k | 24,013 | – | new |
| 11 | VIXY PROSHARES TR II | 1.1% | $483.9k | 10,748 | – | new | |
| 12 | BEKE KE HLDGS INC | Real Estate | 0.9% | $414.9k | 22,524 | – | new |
| 13 | BASE COUCHBASE INC | 0.8% | $375.7k | 24,100 | – | new | |
| 14 | RBOT VICARIOUS SURGICAL INC | 0.5% | $234.6k | 17,828 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.