Maytree Asset Management Ltd
44 holdingsFiling period: 2026-06-30Current AUM: $93.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corp | 107.5K | $15.0M | $6.1M | 6.49% | -398,261 | 2026-06-30 |
| 2 | ARM | Arm Holdings PLC | 36.4K | $12.9M | $6.3M | 6.81% | -- | 2026-06-30 |
| 3 | MRVL | Marvell Technology Inc | 39.6K | $11.8M | $5.6M | 5.99% | -- | 2026-06-30 |
| 4 | SNDK | Sandisk Corp | 5.1K | $11.5M | $4.2M | 4.53% | -25,507 | 2026-06-30 |
| 5 | — | Nebius Group N.V. | 39.8K | $11.0M | $11.0M | 11.78% | -- | 2026-06-30 |
| 6 | COHR | Coherent Corp | 23.5K | $9.3M | $4.5M | 4.86% | -29,424 | 2026-06-30 |
| 7 | MTSI | Macom Tech Solutions Hldgs I | 19.5K | $7.4M | $4.1M | 4.42% | -9,137 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 20.3K | $7.2M | $5.8M | 6.18% | -- | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 11.5K | $6.7M | $5.2M | 5.55% | -- | 2026-06-30 |
| 10 | U | Unity Software Inc | 209.2K | $6.0M | $10.8M | 11.54% | -311,107 | 2026-06-30 |
| 11 | WOLF | Wolfspeed Inc | 115.1K | $5.6M | $2.7M | 2.93% | -- | 2026-06-30 |
| 12 | AXTI | Axt Inc | 74.4K | $5.4M | $2.9M | 3.10% | -20,445 | 2026-06-30 |
| 13 | ALAB | Astera Labs Inc | 9.7K | $4.7M | $1.8M | 1.98% | -- | 2026-06-30 |
| 14 | MXL | Maxlinear Inc | 36.4K | $4.7M | $1.8M | 1.92% | -- | 2026-06-30 |
| 15 | AMKR | Amkor Technology Inc | 47.0K | $4.1M | $1.5M | 1.65% | -14,593 | 2026-06-30 |
| 16 | WDC | Western Digital Corp | 4.5K | $2.9M | $1.2M | 1.28% | -- | 2026-06-30 |
| 17 | HSAI | Hesai Group | 158.4K | $2.9M | $2.3M | 2.43% | -- | 2026-06-30 |
| 18 | POET | Poet Technologies Inc | 271.2K | $2.8M | $1.4M | 1.47% | +37.2K | 2026-06-30 |
| 19 | — | Transocean Ltd | 545.8K | $2.7M | $2.7M | 2.86% | -- | 2026-06-30 |
| 20 | AAOI | Applied Optoelectronics Inc | 17.6K | $2.6M | $882K | 0.95% | -- | 2026-06-30 |
| 21 | LITE | Lumentum Hldgs Inc | 2.8K | $2.4M | $1.5M | 1.60% | -18,906 | 2026-06-30 |
| 22 | UMC | United Microelectronics Corp | 86.3K | $2.3M | $1.2M | 1.28% | -- | 2026-06-30 |
| 23 | CBRS | Cerebras Systems Inc | 7.3K | $1.6M | $652K | 0.70% | -- | 2026-06-30 |
| 24 | TCOM | Trip.com Group Ltd | 32.0K | $1.3M | $1.4M | 1.52% | -- | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 912 | $1.1M | $629K | 0.67% | -- | 2026-06-30 |
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