Maytree Asset Management Ltd
44 holdingsFiling period: 2026-06-30Current AUM: $118.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | 107.5K | $15.0M | $10.4M | 8.83% | -398,261 | 2026-06-30 |
| 2 | ARM | ARM HOLDINGS PLC | 36.4K | $12.9M | $8.8M | 7.43% | -- | 2026-06-30 |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 39.6K | $11.8M | $8.8M | 7.42% | -- | 2026-06-30 |
| 4 | SNDK | SANDISK CORP | 5.1K | $11.5M | $7.7M | 6.54% | -25,507 | 2026-06-30 |
| 5 | — | NEBIUS GROUP N.V. | 39.8K | $11.0M | $11.0M | 9.29% | -- | 2026-06-30 |
| 6 | COHR | COHERENT CORP | 23.5K | $9.3M | $6.4M | 5.40% | -29,424 | 2026-06-30 |
| 7 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 19.5K | $7.4M | $4.7M | 3.97% | -9,137 | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 20.3K | $7.2M | $7.0M | 5.91% | -- | 2026-06-30 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 11.5K | $6.7M | $5.8M | 4.91% | -- | 2026-06-30 |
| 10 | U | UNITY SOFTWARE INC | 209.2K | $6.0M | $9.0M | 7.60% | -311,107 | 2026-06-30 |
| 11 | WOLF | WOLFSPEED INC | 115.1K | $5.6M | $2.8M | 2.34% | -- | 2026-06-30 |
| 12 | AXTI | AXT INC | 74.4K | $5.4M | $4.3M | 3.63% | -20,445 | 2026-06-30 |
| 13 | ALAB | ASTERA LABS INC | 9.7K | $4.7M | $2.4M | 2.06% | -- | 2026-06-30 |
| 14 | MXL | MAXLINEAR INC | 36.4K | $4.7M | $2.4M | 2.06% | -- | 2026-06-30 |
| 15 | AMKR | AMKOR TECHNOLOGY INC | 47.0K | $4.1M | $2.2M | 1.84% | -14,593 | 2026-06-30 |
| 16 | WDC | WESTERN DIGITAL CORP | 4.5K | $2.9M | $1.9M | 1.58% | -- | 2026-06-30 |
| 17 | HSAI | HESAI GROUP | 158.4K | $2.9M | $2.6M | 2.21% | -- | 2026-06-30 |
| 18 | POET | POET TECHNOLOGIES INC | 271.2K | $2.8M | $2.0M | 1.65% | +37.2K | 2026-06-30 |
| 19 | — | TRANSOCEAN LTD | 545.8K | $2.7M | $2.7M | 2.26% | -- | 2026-06-30 |
| 20 | AAOI | APPLIED OPTOELECTRONICS INC | 17.6K | $2.6M | $1.7M | 1.42% | -- | 2026-06-30 |
| 21 | LITE | LUMENTUM HLDGS INC | 2.8K | $2.4M | $2.3M | 1.97% | -18,906 | 2026-06-30 |
| 22 | UMC | UNITED MICROELECTRONICS CORP | 86.3K | $2.3M | $1.9M | 1.58% | -- | 2026-06-30 |
| 23 | CBRS | CEREBRAS SYSTEMS INC | 7.3K | $1.6M | $1.3M | 1.13% | -- | 2026-06-30 |
| 24 | TCOM | TRIP COM GROUP LTD | 32.0K | $1.3M | $1.3M | 1.06% | -- | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 912 | $1.1M | $845K | 0.71% | -- | 2026-06-30 |
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