Maytree Asset Management Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 19 equity securities held by the firm.
The largest position disclosed in the portfolio is AXT, Inc., which holds 31,538,630 shares. Other significant holdings include Meta Platforms Inc Class A with 20,706,790 shares and Advanced Micro Devices Inc with 19,954,999 shares.
The filing details a portfolio concentrated in the technology sector. Other notable holdings include Intel Corp (18,177,814 shares), Micron Technology Inc (14,549,403 shares), and Lumentum Holdings Inc (13,854,053 shares). Additional positions include Sandisk Corp (13,652,917 shares), Coherent Corp (13,599,310 shares), and ARM Holdings PLC Sponsored ADS (12,809,345 shares).
The filing also lists smaller positions in Shopify Inc Class A (7,296,360 shares), Broadcom Inc (6,337,575 shares), and Marvell Technology Inc (5,680,515 shares). Other disclosed positions include Alphabet Inc Class A (4,791,658 shares) and MaxLinear Inc (2,071,350 shares). Smaller stakes are held in Semtech Corp (1,997,520 shares) and Qualcomm Inc (1,877,944 shares).
The filing indicates that the firm holds a total of 813 shares of TRIP COM GROUP LTD and 813 shares of the ProShares Trust II VIX Short-Term Futures.
