Maytree Asset Management Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Maytree Asset Management Ltd disclosed 11 US equity positions worth $111.1m in its Q3 2025 13F filing. The largest position was PDD at 35.0% of the reported book, followed by PDD HOLDINGS INC and GOOGL. Against the Q2 2025 filing, it opened 2 new positions, added to 5 and reduced 0 among the top 11 holdings.
What did Maytree Asset Management Ltd own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 35.0% | $38.9m | 294,649 | 1% | added |
| 2 | PDD HOLDINGS INC | 13.4% | $14.9m | 15,000,000 | 0% | held | |
| 3 | GOOGL ALPHABET INC | Communication Services | 12.8% | $14.2m | 58,325 | 586% | added |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 8.2% | $9.1m | 50,832 | 79% | added |
| 5 | U UNITY SOFTWARE INC | Technology | 7.8% | $8.7m | 217,846 | 112% | added |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 7.7% | $8.6m | 30,713 | 310% | added |
| 7 | IBIT ISHARES BITCOIN TRUST ETF | 7.7% | $8.5m | 131,179 | – | new | |
| 8 | TSLA TESLA INC | Consumer Cyclical | 4.9% | $5.4m | 12,200 | – | new |
| 9 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 2.2% | $2.4m | 31,999 | 0% | held |
| 10 | MAXEON SOLAR TECHNOLOGIES LT | 0.3% | $295.1k | 88,082 | 0% | held | |
| 11 | RBOT VICARIOUS SURGICAL INC | 0.1% | $98.2k | 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.