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Maytree Asset Management Ltd

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13F filer, CIK 1869683, HONG KONG, Hong Kong

Maytree Asset Management Ltd reported $153,952,277 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 64.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869683-26-000005

Period
2026-06-30
Reported value
$154M
Holdings
44
Top 10 weight
64.19%
New
29
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARMnew+36,364$12.9M
MRVLnew+39,579$11.8M
NBISnew+39,785$11M
GOOGLnew+20,258$7.24M
AMDnew+11,527$6.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNDKreduced-25,507-$58M
INTCreduced-398,261-$55.6M
PDDexited-193,600-$19.8M
LITEreduced-18,906-$16.2M
COHRreduced-29,424-$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001869683-26-000005, largest first. % of portfolio is the value over $153,952,277, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328,594 shares; 2026Q1: 505,800 shares; 2026Q2: 107,539 shares 107,539$15M9.75%-398,261Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,364 shares 36,364$12.9M8.38%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,579 shares 39,579$11.8M7.66%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,564 shares; 2026Q2: 5,057 shares 5,057$11.5M7.47%-25,507Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,785 shares 39,785$11M7.14%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,963 shares; 2026Q2: 23,539 shares 23,539$9.29M6.03%-29,424Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,681 shares; 2026Q2: 19,544 shares 19,544$7.43M4.83%-9,137Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 8,500 shares; 2025Q3: 58,325 shares; 2025Q4: 16,850 shares; 2026Q1: not reported; 2026Q2: 20,258 shares 20,258$7.24M4.7%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,527 shares 11,527$6.7M4.35%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,013 shares; 2025Q1: 24,013 shares; 2025Q2: 102,735 shares; 2025Q3: 217,846 shares; 2025Q4: 121,378 shares; 2026Q1: 520,270 shares; 2026Q2: 209,163 shares 209,163$5.98M3.88%-311,107Timeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,083 shares 115,083$5.55M3.61%newTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682,299 shares; 2026Q1: 94,822 shares; 2026Q2: 74,377 shares 74,377$5.36M3.48%-20,445Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,666 shares 9,666$4.67M3.03%newTimeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,382 shares 36,382$4.66M3.03%newTimeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,600 shares; 2026Q2: 47,007 shares 47,007$4.05M2.63%-14,593Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,536 shares 4,536$2.9M1.88%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158,400 shares 158,400$2.89M1.87%newTimeline
POETPOET TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,030 shares; 2026Q2: 271,237 shares 271,237$2.79M1.81%+37,207Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545,750 shares 545,750$2.67M1.73%newTimeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,598 shares 17,598$2.61M1.69%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 21,681 shares; 2026Q2: 2,775 shares 2,775$2.38M1.55%-18,906Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,267 shares 86,267$2.35M1.52%newTimeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,271 shares 7,271$1.61M1.04%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,999 shares; 2024Q4: 31,999 shares; 2025Q1: 31,999 shares; 2025Q2: 31,999 shares; 2025Q3: 31,999 shares; 2025Q4: 31,999 shares; 2026Q1: 31,999 shares; 2026Q2: 31,999 shares 31,999$1.27M0.83%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 912 shares 912$1.05M0.68%newTimeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,012 shares 5,012$950K0.62%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,368 shares 2,368$895K0.58%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,684 shares 6,684$772K0.5%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441$707K0.46%newTimeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,260 shares 38,260$686K0.45%newTimeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,012 shares 5,012$665K0.43%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,497 shares 2,497$651K0.42%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,480 shares 3,480$643K0.42%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,367 shares; 2026Q2: 2,848 shares 2,848$533K0.35%-29,519Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,920 shares 4,920$465K0.3%newTimeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,199 shares 1,199$455K0.3%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,013 shares 1,013$275K0.18%newTimeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,093 shares 11,093$228K0.15%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578$194K0.13%newTimeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 911 shares 911$146K0.09%newTimeline
ALMUAELUMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,473 shares; 2026Q2: 1,633 shares 1,633$36.1K0.02%-71,840Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares; 2026Q2: 640 shares 640$16.6K0.01%0Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168$13K0.01%0Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48$1.02K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC193,600$19.8Mshares
ECHOECHOSTAR CORP71,300$8.35Mshares
SLVISHARES SILVER TR78,814$5.37Mshares
IBITISHARES BITCOIN TRUST ETF133,689$5.14Mshares
MAXNQMAXEON SOLAR TECHNOLOGIES LT88,082$133Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001869683-26-000005 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001869683-26-000005 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001869683-26-000004 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001869683-26-000002 Quarter ended 2025-12-312026-02-03acceptance time not in the bulk data set
13F-HR 0001869683-25-000008 Quarter ended 2025-09-302025-10-31acceptance time not in the bulk data set
13F-HR 0001869683-25-000006 Quarter ended 2025-06-302025-08-01acceptance time not in the bulk data set
13F-HR 0001869683-25-000005 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001869683-25-000001 Quarter ended 2024-12-312025-02-03acceptance time not in the bulk data set
13F-HR 0001869683-24-000010 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001869683-24-000009 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001869683-24-000006 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001869683-24-000002 Quarter ended 2023-12-312024-02-15acceptance time not in the bulk data set
13F-HR 0001869683-23-000005 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001869683-23-000004 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001869683-23-000003 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001869683-23-000002 Quarter ended 2022-12-312023-02-09acceptance time not in the bulk data set
13F-HR 0001172661-22-002526 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001172661-22-001806 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001172661-22-001296 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001172661-22-000491 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set