account_balance
Investment manager · 13F filer · SEC CIK 1869683
Maytree Asset Management Ltd
Reported value$193Mas of Sep 30, 2026
Positions19 4 new, 29 sold out
Top 10 weight83.8%AXTI alone is 13%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AXTIAxt Inc
12.6%Added +324%
METAMeta Platforms, Inc.
10.7%New
AMDAdvanced Micro Devices Inc
10.3%Added +183%
INTCIntel Corp
9.4%Added +41%
MUMicron Technology Inc
7.5%Added +1398%
LITELumentum Holdings Inc.
7.2%Added +414%
SNDKSandisk Corp
7.1%Added +55%
COHRCoherent Corp.
7.0%Added +101%
ARMArm Holdings PLC
6.6%Added +22%
GOOGAlphabet Inc.
5.2%New
SHOPShopify Inc.
3.8%New
AVGOBroadcom Inc.
3.3%
AXTIAxt Inc
12.6%Added +324%
METAMeta Platforms, Inc.
10.7%New
AMDAdvanced Micro Devices Inc
10.3%+183%
INTCIntel Corp
9.4%+41%
MUMicron Technology Inc
7.5%+1398%
LITELumentum Holdings Inc.
7.2%
SNDKSandisk Corp
7.1%
COHRCoherent Corp.
7.0%
ARMArm Holdings PLC
6.6%
GOOGAlphabet Inc.
5.2%
SHOPAVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AXTI Axt Inc 12.6% Added +324%META Meta Platforms, Inc. 10.7% NewAMD Advanced Micro Devices Inc 10.3% Added +183%INTC Intel Corp 9.4% Added +41%MU Micron Technology Inc 7.5% Added +1398%LITE Lumentum Holdings Inc. 7.2% Added +414%SNDK Sandisk Corp 7.1% Added +55%COHR Coherent Corp. 7.0% Added +101%ARM Arm Holdings PLC 6.6% Added +22%GOOG Alphabet Inc. 5.2% NewSHOP Shopify Inc. 3.8% NewAVGO Broadcom Inc. 3.3% Added +662%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.