Maytree Asset Management Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Maytree Asset Management Ltd disclosed 16 US equity positions worth $55.6m in its Q1 2025 13F filing. The largest position was PDD at 59.6% of the reported book, followed by PDD HOLDINGS INC and TCOM. Against the Q4 2024 filing, it opened 4 new positions, added to 2 and reduced 1 among the top 16 holdings.
What did Maytree Asset Management Ltd own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 59.6% | $33.1m | 279,874 | 17% | added |
| 2 | PDD HOLDINGS INC | 23.0% | $12.8m | 13,000,000 | 13% | added | |
| 3 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.7% | $2.0m | 31,999 | 0% | held |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.4% | $1.9m | 14,467 | – | new |
| 5 | META META PLATFORMS INC | Communication Services | 2.0% | $1.1m | 1,930 | 0% | held |
| 6 | MDB MONGODB INC | Technology | 1.5% | $813.9k | 4,640 | 0% | held |
| 7 | ORCL ORACLE CORP | Technology | 1.3% | $713.0k | 5,100 | 0% | held |
| 8 | GOOGL ALPHABET INC | Communication Services | 1.1% | $587.6k | 3,800 | – | new |
| 9 | U UNITY SOFTWARE INC | Technology | 0.8% | $470.4k | 24,013 | 0% | held |
| 10 | BEKE KE HLDGS INC | Real Estate | 0.8% | $452.5k | 22,524 | 0% | held |
| 11 | NOW SERVICENOW INC | Technology | 0.7% | $398.1k | 500 | – | new |
| 12 | AI C3 AI INC | Technology | 0.7% | $383.1k | 18,200 | – | new |
| 13 | BASE COUCHBASE INC | 0.7% | $379.6k | 24,100 | 0% | held | |
| 14 | MAXEON SOLAR TECHNOLOGIES LT | 0.5% | $265.2k | 89,882 | 0% | held | |
| 15 | RBOT VICARIOUS SURGICAL INC | 0.2% | $117.0k | 17,828 | 0% | held | |
| 16 | VIXY PROSHARES TR II | 0.0% | $2.4k | 48 | -100% | reduced |
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.