Maytree Asset Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Maytree Asset Management LTD disclosed 20 US equity positions worth $141.5m in its Q1 2026 13F filing. The largest position was INTC at 15.8% of the reported book, followed by PDD and SNDK.
What did Maytree Asset Management LTD own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INTC INTEL CORP | Technology | 15.8% | $22.3m | 505,800 | – | |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 14.0% | $19.8m | 193,600 | – | |
| 3 | SNDK SANDISK CORP | Technology | 13.7% | $19.4m | 30,564 | – | |
| 4 | LITE LUMENTUM HLDGS INC | Technology | 10.8% | $15.2m | 21,681 | – | |
| 5 | COHR COHERENT CORP | Technology | 8.9% | $12.6m | 52,963 | – | |
| 6 | U UNITY SOFTWARE INC | Technology | 8.1% | $11.4m | 520,270 | – | |
| 7 | ECHO ECHOSTAR CORP | Communication Services | 5.9% | $8.3m | 71,300 | – | |
| 8 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 4.5% | $6.4m | 28,681 | – | |
| 9 | AXTI AXT INC | Technology | 3.8% | $5.4m | 94,822 | – | |
| 10 | SLV ISHARES SILVER TR | 3.8% | $5.4m | 78,814 | – | ||
| 11 | IBIT ISHARES BITCOIN TRUST ETF | 3.6% | $5.1m | 133,689 | – | ||
| 12 | TTMI TTM TECHNOLOGIES INC | Technology | 2.2% | $3.2m | 32,367 | – | |
| 13 | AMKR AMKOR TECHNOLOGY INC | Technology | 2.0% | $2.8m | 61,600 | – | |
| 14 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.1% | $1.6m | 31,999 | – | |
| 15 | POET POET TECHNOLOGIES INC | Technology | 1.0% | $1.4m | 234,030 | – | |
| 16 | AELUMA INC | 0.7% | $961.8k | 73,473 | – | ||
| 17 | MAXEON SOLAR TECHNOLOGIES LT | 0.1% | $133.0k | 88,082 | – | ||
| 18 | SILJ AMPLIFY ETF TR | 0.0% | $19.0k | 640 | – | ||
| 19 | SIL GLOBAL X FDS | 0.0% | $15.1k | 168 | – | ||
| 20 | VIXY PROSHARES TR II | 0.0% | $1.6k | 48 | – |
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.