Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maytree Asset Management Ltd (CIK 1869683) reported $141.5M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INTC ($22.3M, 15.78%), PDD ($19.8M, 13.98%), SNDK ($19.4M, 13.73%), LITE ($15.2M, 10.77%), COHR ($12.6M, 8.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | $22.3M | 15.78% | 505,800 | Added |
| 2 | PDD | PDD HOLDINGS INC | $19.8M | 13.98% | 193,600 | Trimmed |
| 3 | SNDK | SANDISK CORP | $19.4M | 13.73% | 30,564 | New |
| 4 | LITE | LUMENTUM HLDGS INC | $15.2M | 10.77% | 21,681 | Added |
| 5 | COHR | COHERENT CORP | $12.6M | 8.92% | 52,963 | New |
| 6 | U | UNITY SOFTWARE INC | $11.4M | 8.07% | 520,270 | Added |
| 7 | SATS | ECHOSTAR CORP | $8.3M | 5.90% | 71,300 | New |
| 8 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $6.4M | 4.50% | 28,681 | New |
| 9 | AXTI | AXT INC | $5.4M | 3.82% | 94,822 | Trimmed |
| 10 | SLV | ISHARES SILVER TR | $5.4M | 3.80% | 78,814 | New |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $5.1M | 3.63% | 133,689 | Added |
| 12 | TTMI | TTM TECHNOLOGIES INC | $3.2M | 2.23% | 32,367 | New |
| 13 | AMKR | AMKOR TECHNOLOGY INC | $2.8M | 1.96% | 61,600 | New |
| 14 | TCOM | TRIP COM GROUP LTD | $1.6M | 1.13% | 31,999 | Hold |
| 15 | POET | POET TECHNOLOGIES INC | $1.4M | 0.98% | 234,030 | New |
| 16 | ALMU | AELUMA INC | $961,762 | 0.68% | 73,473 | New |
| 17 | MAXN | MAXEON SOLAR TECHNOLOGIES LT | $133,004 | 0.09% | 88,082 | Hold |
| 18 | SILJ | AMPLIFY ETF TR | $19,021 | 0.01% | 640 | New |
| 19 | SIL | GLOBAL X FDS | $15,133 | 0.01% | 168 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 21 | APP | APPLOVIN CORP | $0 | 0.00% | 0 | Exited |
| 22 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 23 | XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 24 | SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | Exited |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31