Maytree Asset Management LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Maytree Asset Management LTD disclosed 44 US equity positions worth $154.0m in its Q2 2026 13F filing. The largest position was INTC at 9.8% of the reported book, followed by ARM and MRVL. Against the Q1 2026 filing, it opened 29 new positions, added to 1 and reduced 10 among the top 44 holdings.
What did Maytree Asset Management LTD own in Q2 2026? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | INTC INTEL CORP | Technology | 9.8% | $15.0m | 107,539 | -79% | reduced |
| 2 | ARM ARM HOLDINGS PLC | Technology | 8.4% | $12.9m | 36,364 | – | new |
| 3 | MRVL MARVELL TECHNOLOGY INC | Technology | 7.7% | $11.8m | 39,579 | – | new |
| 4 | SNDK SANDISK CORP | Technology | 7.5% | $11.5m | 5,057 | -83% | reduced |
| 5 | NBIS NEBIUS GROUP N.V. | Communication Services | 7.1% | $11.0m | 39,785 | – | new |
| 6 | COHR COHERENT CORP | Technology | 6.0% | $9.3m | 23,539 | -56% | reduced |
| 7 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 4.8% | $7.4m | 19,544 | -32% | reduced |
| 8 | GOOGL ALPHABET INC | Communication Services | 4.7% | $7.2m | 20,258 | – | new |
| 9 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.3% | $6.7m | 11,527 | – | new |
| 10 | U UNITY SOFTWARE INC | Technology | 3.9% | $6.0m | 209,163 | -60% | reduced |
| 11 | WOLF WOLFSPEED INC | Technology | 3.6% | $5.6m | 115,083 | – | new |
| 12 | AXTI AXT INC | Technology | 3.5% | $5.4m | 74,377 | -22% | reduced |
| 13 | ALAB ASTERA LABS INC | Technology | 3.0% | $4.7m | 9,666 | – | new |
| 14 | MXL MAXLINEAR INC | Technology | 3.0% | $4.7m | 36,382 | – | new |
| 15 | AMKR AMKOR TECHNOLOGY INC | Technology | 2.6% | $4.1m | 47,007 | -24% | reduced |
| 16 | WDC WESTERN DIGITAL CORP | Technology | 1.9% | $2.9m | 4,536 | – | new |
| 17 | HSAI HESAI GROUP | 1.9% | $2.9m | 158,400 | – | new | |
| 18 | POET POET TECHNOLOGIES INC | Technology | 1.8% | $2.8m | 271,237 | 16% | added |
| 19 | RIG TRANSOCEAN LTD | Energy | 1.7% | $2.7m | 545,750 | – | new |
| 20 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 1.7% | $2.6m | 17,598 | – | new |
| 21 | LITE LUMENTUM HLDGS INC | Technology | 1.5% | $2.4m | 2,775 | -87% | reduced |
| 22 | UMC UNITED MICROELECTRONICS CORP | Technology | 1.5% | $2.3m | 86,267 | – | new |
| 23 | CBRS CEREBRAS SYSTEMS INC | Technology | 1.0% | $1.6m | 7,271 | – | new |
| 24 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 0.8% | $1.3m | 31,999 | 0% | held |
| 25 | MU MICRON TECHNOLOGY INC | Technology | 0.7% | $1.1m | 912 | – | new |
| 26 | ACLS AXCELIS TECHNOLOGIES INC | Technology | 0.6% | $949.5k | 5,012 | – | new |
| 27 | AVGO BROADCOM INC | Technology | 0.6% | $894.5k | 2,368 | – | new |
| 28 | HUT HUT 8 CORP | Financial Services | 0.5% | $771.6k | 6,684 | – | new |
| 29 | CIEN CIENA CORP | Technology | 0.5% | $706.9k | 1,441 | – | new |
| 30 | NVTS NAVITAS SEMICONDUCTOR CORP | Technology | 0.4% | $685.6k | 38,260 | – | new |
| 31 | RMBS RAMBUS INC DEL | Technology | 0.4% | $665.3k | 5,012 | – | new |
| 32 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 0.4% | $650.8k | 2,497 | – | new |
| 33 | QCOM QUALCOMM INC | Technology | 0.4% | $643.1k | 3,480 | – | new |
| 34 | TTMI TTM TECHNOLOGIES INC | Technology | 0.3% | $532.6k | 2,848 | -91% | reduced |
| 35 | ON ON SEMICONDUCTOR CORP | Technology | 0.3% | $465.1k | 4,920 | – | new |
| 36 | VICR VICOR CORP | Technology | 0.3% | $455.4k | 1,199 | – | new |
| 37 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 0.2% | $275.5k | 1,013 | – | new |
| 38 | CC CHEMOURS CO | Basic Materials | 0.1% | $227.6k | 11,093 | – | new |
| 39 | VRT VERTIV HOLDINGS CO | Industrials | 0.1% | $193.5k | 578 | – | new |
| 40 | FORM FORMFACTOR INC | Technology | 0.1% | $145.7k | 911 | – | new |
| 41 | AELUMA INC | 0.0% | $36.1k | 1,633 | -98% | reduced | |
| 42 | SILJ AMPLIFY ETF TR | 0.0% | $16.6k | 640 | 0% | held | |
| 43 | SIL GLOBAL X FDS | 0.0% | $13.0k | 168 | 0% | held | |
| 44 | VIXY PROSHARES TR II | 0.0% | $1.0k | 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.