Maytree Asset Management Ltd: 13F holdings
CIK 18696832026Q2
| Positions | 44 |
|---|---|
| Reported value | $154.0m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INTC INTEL CORP | 107,539 | $15.0m | 9.8% |
| ARM ARM HOLDINGS PLC | 36,364 | $12.9m | 8.4% |
| MRVL MARVELL TECHNOLOGY INC | 39,579 | $11.8m | 7.7% |
| SNDK SANDISK CORP | 5,057 | $11.5m | 7.5% |
| NBIS NEBIUS GROUP N.V. | 39,785 | $11.0m | 7.1% |
| COHR COHERENT CORP | 23,539 | $9.3m | 6.0% |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 19,544 | $7.4m | 4.8% |
| GOOGL ALPHABET INC | 20,258 | $7.2m | 4.7% |
| AMD ADVANCED MICRO DEVICES INC | 11,527 | $6.7m | 4.3% |
| U UNITY SOFTWARE INC | 209,163 | $6.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1869683")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.