Holdings
Maytree Asset Management Ltd
As of Jun 30, 2026, Maytree Asset Management Ltd reported 37 positions worth US$127M. Largest: Intel Corporation, Marvell Technology, Inc. and Sandisk Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Intel Corporation | 108K | US$15M | −398K | Jun 30, 2026 |
| Marvell Technology, Inc. | 39,579 | US$11.8M | new | Jun 30, 2026 |
| Sandisk Corporation | 5,057 | US$11.5M | −25,507 | Jun 30, 2026 |
| Coherent Corp. | 23,539 | US$9.29M | −29,424 | Jun 30, 2026 |
| Macom Technology Solutions Holdings, Inc. | 19,544 | US$7.43M | −9,137 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,258 | US$7.24M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 11,527 | US$6.7M | new | Jun 30, 2026 |
| Unity Software Inc. | 209K | US$5.98M | −311K | Jun 30, 2026 |
| Wolfspeed, Inc. | 115K | US$5.55M | new | Jun 30, 2026 |
| Axt Inc | 74,377 | US$5.36M | −20,445 | Jun 30, 2026 |