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Disclosery

13F-HR filed by Maytree Asset Management Ltd

Maytree Asset Management Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-05, with 44 holding rows worth $153,952,277.

Accession
0001869683-26-000005
Filer
CIK 1869683
Filed
2026-08-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 44 entries on the cover page, a total value of $153,952,277 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,952,277 with VALUE read as dollars as filed, 13F file number 028-21978. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Intel Corp458140100COM107,539$15,015,671dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS36,364$12,893,583dollars as filed
MARVELL TECHNOLOGY INC573874104COM39,579$11,790,188dollars as filed
SanDisk Corporation80004C200COM5,057$11,498,253dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A39,785$10,987,423dollars as filed
COHERENT CORP COM19247G107Stock23,539$9,285,429dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock19,544$7,433,951dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,258$7,239,601dollars as filed
Advanced Micro Devices,Inc.007903107COM11,527$6,696,150dollars as filed
UNITY SOFTWARE INC COM91332U101Stock209,163$5,977,879dollars as filed
WOLFSPEED INC97785W106COMMON STOCK115,083$5,552,755dollars as filed
AXT INC00246W103COM74,377$5,361,094dollars as filed
ASTERA LABS INC COM04626A103COM9,666$4,668,871dollars as filed
MAXLINEAR INC57776J100COM36,382$4,657,987dollars as filed
AMKOR TECHNOLOGY INC COM031652100Stock47,007$4,053,414dollars as filed
WESTERN DIGITAL CORP958102105COM4,536$2,897,234dollars as filed
HESAI GROUP428050108SPONSORED ADS158,400$2,886,048dollars as filed
POET TECHNOLOGIES INC73044W302COM NEW271,237$2,788,316dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock545,750$2,668,718dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM17,598$2,607,320dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock2,775$2,381,117dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR86,267$2,347,325dollars as filed
CEREBRAS SYSTEMS INC COM CL A15675D103Stock7,271$1,606,891dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR31,999$1,274,840dollars as filed
Micron Technology,Inc.595112103COM912$1,052,712dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW5,012$949,523dollars as filed
Broadcom Inc.11135F101COM2,368$894,512dollars as filed
HUT 8 CORP44812J104COM6,684$771,634dollars as filed
CIENA CORP COM NEW171779309Stock1,441$706,897dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock38,260$685,619dollars as filed
RAMBUS INC DEL COM750917106Stock5,012$665,293dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock2,497$650,818dollars as filed
Qualcomm Incorporated747525103COM3,480$643,069dollars as filed
TTM TECHNOLOGIES INC87305R109COM2,848$532,633dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock4,920$465,137dollars as filed
VICOR CORP925815102COM1,199$455,356dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock1,013$275,485dollars as filed
CHEMOURS CO COM163851108Stock11,093$227,628dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock578$193,526dollars as filed
FORMFACTOR INC COM346375108Stock911$145,696dollars as filed
AELUMA INC00776X109COMMON STOCK1,633$36,057dollars as filed
AMPLIFY ETF TR032108649AMPLIFY JUNIOR S640$16,589dollars as filed
GLOBAL X FDS37954Y848GLOBAL X SILVER168$13,013dollars as filed
PROSHARES TR II74347Y730VIX SHT TERM FUT48$1,022dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001869683-26-000005this filing2026-08-05acceptance time not in the bulk data set