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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 $141,456,048 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 89.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869683-26-000004

Period
2026-03-31
Reported value
$141M
Holdings
20
Top 10 weight
89.27%
New
10
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKnew+30,564$19.4M
COHRnew+52,963$12.6M
LITEadded+15,531$10.9M
Uadded+398,892$8.75M
ECHOnew+71,300$8.35M

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
AXTIreduced-587,477-$33.5M
PDDreduced-319,512-$32.6M
NVDAexited-62,608-$11.7M
SNPSexited-20,915-$9.82M
TSMexited-18,053-$5.49M

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, Q1 2026

Share positions as resolved from 13F-HR 0001869683-26-000004, largest first. % of portfolio is the value over $141,456,048, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328,594 shares; 2026Q1: 505,800 shares 505,800$22.3M15.78%+177,206Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 193,600 shares 193,600$19.8M13.98%-319,512Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,564 shares 30,564$19.4M13.73%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 21,681 shares 21,681$15.2M10.77%+15,531Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,963 shares 52,963$12.6M8.92%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 520,270 shares 520,270$11.4M8.07%+398,892Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,300 shares 71,300$8.35M5.9%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,681 shares 28,681$6.37M4.5%newTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682,299 shares; 2026Q1: 94,822 shares 94,822$5.4M3.82%-587,477Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,814 shares 78,814$5.37M3.8%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,179 shares; 2025Q4: 119,495 shares; 2026Q1: 133,689 shares 133,689$5.14M3.63%+14,194Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,367 shares 32,367$3.15M2.23%newTimeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,600 shares 61,600$2.77M1.96%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,999 shares 31,999$1.59M1.13%0Timeline
POETPOET TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,030 shares 234,030$1.39M0.98%newTimeline
ALMUAELUMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,473 shares 73,473$962K0.68%newTimeline
MAXNQMAXEON SOLAR TECHNOLOGIES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,082 shares 88,082$133K0.09%0Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares 640$19K0.01%newTimeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 168 shares 168$15.1K0.01%-11,422Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares 48$1.65K<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION62,608$11.7Mshares
SNPSSYNOPSYS INC20,915$9.82Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC18,053$5.49Mshares
GOOGLALPHABET INC16,850$5.27Mshares
XMESPDR SERIES TRUST19,600$2.03Mshares
APPAPPLOVIN CORP2,980$2.01Mshares
RBOTVICARIOUS SURGICAL INC CL A17,828$38.7Kshares

How Q1 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 0001869683-26-000004 base2026-05-04acceptance time not in the bulk data set