Maytree Asset Management Ltd
Maytree Asset Management Ltd reported 44 holdings worth US$154M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Maytree Asset Management Ltd reported 44 holdings worth US$154M as of Jun 30, 2026. Largest: Intel Corporation, Marvell Technology, Inc. and Sandisk Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intel Corporation | 108K | US$15M | 9.8% |
| Marvell Technology, Inc. | 39,579 | US$11.8M | 7.7% |
| Sandisk Corporation | 5,057 | US$11.5M | 7.5% |
| Coherent Corp. | 23,539 | US$9.29M | 6.0% |
| Macom Technology Solutions Holdings, Inc. | 19,544 | US$7.43M | 4.8% |
| Alphabet Inc (google) Class C | 20,258 | US$7.24M | 4.7% |
| Advanced Micro Devices Inc | 11,527 | US$6.7M | 4.3% |
| Unity Software Inc. | 209K | US$5.98M | 3.9% |
| Wolfspeed, Inc. | 115K | US$5.55M | 3.6% |
| Axt Inc | 74,377 | US$5.36M | 3.5% |
| Astera Labs, Inc. | 9,666 | US$4.67M | 3.0% |
| Maxlinear, Inc | 36,382 | US$4.66M | 3.0% |
| Amkor Technology, Inc. | 47,007 | US$4.05M | 2.6% |
| Western Digital Corporation | 4,536 | US$2.9M | 1.9% |
| Hesai Group Class B | 158K | US$2.89M | 1.9% |
| Poet Technologies Inc. | 271K | US$2.79M | 1.8% |
| Applied Optoelectronics, Inc. | 17,598 | US$2.61M | 1.7% |
| Lumentum Holdings Inc. | 2,775 | US$2.38M | 1.5% |
| United Microelectronics Corp. | 86,267 | US$2.35M | 1.5% |
| Cerebras Systems Inc. | 7,271 | US$1.61M | 1.0% |
| Trip.com Group Ltd. | 31,999 | US$1.27M | 0.83% |
| Micron Technology, Inc. | 912 | US$1.05M | 0.68% |
| Axcelis Technologies, Inc. | 5,012 | US$950K | 0.62% |
| Broadcom Inc. | 2,368 | US$895K | 0.58% |
| Hut 8 Corp. | 6,684 | US$772K | 0.50% |
| Ciena Corporation | 1,441 | US$707K | 0.46% |
| Navitas Semiconductor Corporation | 38,260 | US$686K | 0.45% |
| Rambus, Inc. | 5,012 | US$665K | 0.43% |
| Qualcomm Incorporated | 3,480 | US$643K | 0.42% |
| Ttm Technologies, Inc. | 2,848 | US$533K | 0.35% |
| On Semiconductor Corporation | 4,920 | US$465K | 0.30% |
| Vicor Corporation | 1,199 | US$455K | 0.30% |
| Credo Technology Group Holding Ltd | 1,013 | US$275K | 0.18% |
| Chemours Company (the) | 11,093 | US$228K | 0.15% |
| Vertiv Holdings, Llc | 578 | US$194K | 0.13% |
| Formfactor, Inc. | 911 | US$146K | 0.09% |
| Aeluma, Inc. | 1,633 | US$36,057 | 0.02% |
| Echostar Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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