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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 $134,874,191 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 94.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869683-26-000002

Period
2025-12-31
Reported value
$135M
Holdings
17
Top 10 weight
94.4%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+218,463$24.8M
INTCnew+328,594$12.1M
NVDAnew+62,608$11.7M
AXTInew+682,299$11.2M
SNPSnew+20,915$9.82M

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
PDD HOLDINGS INCexited-15,000,000-$14.9M
GOOGLreduced-41,475-$13M
BABAexited-50,832-$9.09M
TSLAexited-12,200-$5.43M
Ureduced-96,468-$4.26M

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, Q4 2025

Share positions as resolved from 13F-HR 0001869683-26-000002, largest first. % of portfolio is the value over $134,874,191, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,392 shares; 2024Q4: 238,592 shares; 2025Q1: 279,874 shares; 2025Q2: 291,874 shares; 2025Q3: 294,649 shares; 2025Q4: 513,112 shares 513,112$58.2M43.14%+218,463Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328,594 shares 328,594$12.1M8.99%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,608 shares 62,608$11.7M8.66%newTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682,299 shares 682,299$11.2M8.27%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,915 shares 20,915$9.82M7.28%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,179 shares; 2025Q4: 119,495 shares 119,495$5.93M4.4%-11,684Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 30,713 shares; 2025Q4: 18,053 shares 18,053$5.49M4.07%-12,660Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,013 shares; 2025Q1: 24,013 shares; 2025Q2: 102,735 shares; 2025Q3: 217,846 shares; 2025Q4: 121,378 shares 121,378$5.36M3.98%-96,468Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 8,500 shares; 2025Q3: 58,325 shares; 2025Q4: 16,850 shares 16,850$5.27M3.91%-41,475Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,999 shares; 2024Q4: 31,999 shares; 2025Q1: 31,999 shares; 2025Q2: 31,999 shares; 2025Q3: 31,999 shares; 2025Q4: 31,999 shares 31,999$2.3M1.71%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares 6,150$2.27M1.68%newTimeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,600 shares 19,600$2.03M1.51%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares 2,980$2.01M1.49%newTimeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,590 shares 11,590$968K0.72%newTimeline
MAXNQMAXEON SOLAR TECHNOLOGIES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,882 shares; 2025Q1: 89,882 shares; 2025Q2: 88,082 shares; 2025Q3: 88,082 shares; 2025Q4: 88,082 shares 88,082$242K0.18%0Timeline
RBOTVICARIOUS SURGICAL INC CL AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,828 shares; 2024Q4: 17,828 shares; 2025Q1: 17,828 shares; 2025Q2: 17,828 shares; 2025Q3: 17,828 shares; 2025Q4: 17,828 shares 17,828$38.7K0.03%0Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 48 shares 48$1.23K<0.01%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PDD HOLDINGS INCPDD HOLDINGS INC15,000,000$14.9Mshares
BABAALIBABA GROUP HLDG LTD50,832$9.09Mshares
TSLATESLA INC12,200$5.43Mshares

How Q4 2025 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 0001869683-26-000002 base2026-02-03acceptance time not in the bulk data set