Maytree Asset Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANDISK CORP(SNDK) | 0 | 30,564 | +30,564 | 0 | 19,418,532 | 13.73% | +19,418,532 |
| LUMENTUM HLDGS INC(LITE) | 6,150 | 21,681 | +15,531 | 2,266,829 | 15,236,540 | 10.77% | +12,969,711 |
| COHERENT CORP(COHR) | 0 | 52,963 | +52,963 | 0 | 12,616,316 | 8.92% | +12,616,316 |
| INTEL CORP(INTC) | 328,594 | 505,800 | +177,206 | 12,125,119 | 22,320,954 | 15.78% | +10,195,835 |
| ECHOSTAR CORP(ECHO) | 0 | 71,300 | +71,300 | 0 | 8,347,091 | 5.90% | +8,347,091 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 28,681 | +28,681 | 0 | 6,369,190 | 4.50% | +6,369,190 |
| UNITY SOFTWARE INC(U) | 121,378 | 520,270 | +398,892 | 5,361,266 | 11,414,724 | 8.07% | +6,053,458 |
| ISHARES SILVER TR(SLV) | 0 | 78,814 | +78,814 | 0 | 5,370,386 | 3.80% | +5,370,386 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 32,367 | +32,367 | 0 | 3,153,193 | 2.23% | +3,153,193 |
| AMKOR TECHNOLOGY INC | 0 | 61,600 | +61,600 | 0 | 2,773,848 | 1.96% | +2,773,848 |
| POET TECHNOLOGIES INC(POET) | 0 | 234,030 | +234,030 | 0 | 1,390,138 | 0.98% | +1,390,138 |
| AELUMA INC | 0 | 73,473 | +73,473 | 0 | 961,762 | 0.68% | +961,762 |
| AMPLIFY ETF TR | 0 | 640 | +640 | 0 | 19,021 | 0.01% | +19,021 |
| PROSHARES TR II(AGQ) | 48 | 48 | 0 | 1,231 | 1,649 | 0.00% | +418 |
| VICARIOUS SURGICAL INC | 17,828 | 0 | -17,828 | 38,687 | 0 | — | -38,687 |
| MAXEON SOLAR TECHNOLOGIES LT SHS NEW | 88,082 | 88,082 | 0 | 242,226 | 133,004 | 0.09% | -109,222 |
| TRIP COM GROUP LTD(TCOM) | 31,999 | 31,999 | 0 | 2,301,048 | 1,593,230 | 1.13% | -707,818 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 119,495 | 133,689 | +14,194 | 5,932,927 | 5,136,331 | 3.63% | -796,596 |
| GLOBAL X FDS GLOBAL X SILVER | 11,590 | 168 | -11,422 | 967,997 | 15,133 | 0.01% | -952,864 |
| APPLOVIN CORP(APP) | 2,980 | 0 | -2,980 | 2,007,984 | 0 | — | -2,007,984 |
| SPDR SERIES TRUST ST STR SP METAL | 19,600 | 0 | -19,600 | 2,030,756 | 0 | — | -2,030,756 |
| ALPHABET INC(GOOG) | 16,850 | 0 | -16,850 | 5,274,050 | 0 | — | -5,274,050 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 18,053 | 0 | -18,053 | 5,486,126 | 0 | — | -5,486,126 |
| AXT INC(AXTI) | 682,299 | 94,822 | -587,477 | 11,155,589 | 5,402,958 | 3.82% | -5,752,631 |
| SYNOPSYS INC(SNPS) | 20,915 | 0 | -20,915 | 9,824,194 | 0 | — | -9,824,194 |
| NVIDIA CORPORATION(NVDA) | 62,608 | 0 | -62,608 | 11,676,392 | 0 | — | -11,676,392 |
| PDD HOLDINGS INC(PDD) | 513,112 | 193,600 | -319,512 | 58,181,770 | 19,782,048 | 13.98% | -38,399,722 |