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Maytree Asset Management Ltd 13F holdings

Filed 2026-08-05 · Maytree Asset Management Ltd · 44 positions · $154.0M

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TickerCompanySharesValue% of portfolio
INTCINTEL CORP107.5K$15.0M9.8%
ARMARM HOLDINGS PLC36.4K$12.9M8.4%
MRVLMARVELL TECHNOLOGY INC39.6K$11.8M7.7%
SNDKSANDISK CORP5.1K$11.5M7.5%
NBISNEBIUS GROUP N.V.39.8K$11.0M7.1%
COHRCOHERENT CORP23.5K$9.3M6.0%
MTSIMACOM TECH SOLUTIONS HLDGS I19.5K$7.4M4.8%
GOOGLALPHABET INC20.3K$7.2M4.7%
AMDADVANCED MICRO DEVICES INC11.5K$6.7M4.3%
UUNITY SOFTWARE INC209.2K$6.0M3.9%
WOLFWOLFSPEED INC115.1K$5.6M3.6%
AXTIAXT INC74.4K$5.4M3.5%
ALABASTERA LABS INC9.7K$4.7M3.0%
MXLMAXLINEAR INC36.4K$4.7M3.0%
AMKRAMKOR TECHNOLOGY INC47.0K$4.1M2.6%
WDCWESTERN DIGITAL CORP4.5K$2.9M1.9%
HSAIHESAI GROUP158.4K$2.9M1.9%
POETPOET TECHNOLOGIES INC271.2K$2.8M1.8%
—TRANSOCEAN LTD545.8K$2.7M1.7%
AAOIAPPLIED OPTOELECTRONICS INC17.6K$2.6M1.7%
LITELUMENTUM HLDGS INC2.8K$2.4M1.5%
UMCUNITED MICROELECTRONICS CORP86.3K$2.3M1.5%
CBRSCEREBRAS SYSTEMS INC7.3K$1.6M1.0%
TCOMTRIP COM GROUP LTD32.0K$1.3M0.8%
MUMICRON TECHNOLOGY INC912$1.1M0.7%
ACLSAXCELIS TECHNOLOGIES INC5.0K$949,5230.6%
AVGOBROADCOM INC2.4K$894,5120.6%
HUTHUT 8 CORP6.7K$771,6340.5%
CIENCIENA CORP1.4K$706,8970.5%
NVTSNAVITAS SEMICONDUCTOR CORP38.3K$685,6190.4%
RMBSRAMBUS INC DEL5.0K$665,2930.4%
TSEMTOWER SEMICONDUCTOR LTD2.5K$650,8180.4%
QCOMQUALCOMM INC3.5K$643,0690.4%
TTMITTM TECHNOLOGIES INC2.8K$532,6330.3%
ONON SEMICONDUCTOR CORP4.9K$465,1370.3%
VICRVICOR CORP1.2K$455,3560.3%
CRDOCREDO TECHNOLOGY GROUP HOLDI1.0K$275,4850.2%
CCCHEMOURS CO11.1K$227,6280.1%
VRTVERTIV HOLDINGS CO578$193,5260.1%
FORMFORMFACTOR INC911$145,6960.1%
ALMUAELUMA INC1.6K$36,0570.0%
SILJAMPLIFY ETF TR640$16,5890.0%
SILGLOBAL X FDS168$13,0130.0%
—PROSHARES TR II48$1,0220.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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