Maytree Asset Management Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Maytree Asset Management Ltd disclosed 12 US equity positions worth $59.8m in its Q2 2025 13F filing. The largest position was PDD at 51.1% of the reported book, followed by PDD HOLDINGS INC and BABA. Against the Q1 2025 filing, it opened 2 new positions, added to 5 and reduced 2 among the top 12 holdings.
What did Maytree Asset Management Ltd own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 51.1% | $30.5m | 291,874 | 4% | added |
| 2 | PDD HOLDINGS INC | 24.6% | $14.7m | 15,000,000 | 15% | added | |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.4% | $3.2m | 28,467 | 97% | added |
| 4 | FUTU FUTU HLDGS LTD | Financial Services | 5.3% | $3.2m | 25,800 | – | new |
| 5 | U UNITY SOFTWARE INC | Technology | 4.2% | $2.5m | 102,735 | 328% | added |
| 6 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.1% | $1.9m | 31,999 | 0% | held |
| 7 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.8% | $1.7m | 7,500 | – | new |
| 8 | GOOGL ALPHABET INC | Communication Services | 2.5% | $1.5m | 8,500 | 124% | added |
| 9 | MAXEON SOLAR TECHNOLOGIES LT | 0.5% | $269.5k | 88,082 | -2% | reduced | |
| 10 | BEKE KE HLDGS INC | Real Estate | 0.3% | $189.6k | 10,687 | -53% | reduced |
| 11 | RBOT VICARIOUS SURGICAL INC | 0.2% | $133.7k | 17,828 | 0% | held | |
| 12 | VIXY PROSHARES TR II | 0.0% | $2.2k | 48 | 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.