Maytree Asset Management Ltd

Fundamental concentrated ★Signal technology specialist (63%) CIK 1869683
League rank
#21
in Fundamental concentrated · #23 overall
Long book
$141.5M
Q1 2026
Positions
20
Top-10 weight
89%
concentration
Last quarter
+58.2%
SPY +14.8%
Turnover
63%
of book per quarter

Strategy in plain words

auto-generated from filings

Maytree Asset Management Ltd is a concentrated fundamental stock-picker, specialised in technology (63% of the long book), running a $141.5M US long book across 20 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INTEL CORP, PDD HOLDINGS INC, SANDISK CORP, LUMENTUM HOLDINGS INC, COHERENT CORP.

Over the last 9 quarters its long book ran on average 3.9pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-14.2%
Q2 2024
+4.6%
Q3 2024
-18.3%
Q4 2024
+14.1%
Q1 2025
-8.1%
Q2 2025
+30.4%
Q3 2025
-5.1%
Q4 2025
+13.9%
Q1 2026
+58.2%

Sector allocation

Technology
81%
Other
12%
Communications
8%

Long book by quarter

$53.2M
Q1 2024
$95.1M
Q2 2024
$51.2M
Q3 2024
$44.2M
Q4 2024
$55.6M
Q1 2025
$59.8M
Q2 2025
$111.1M
Q3 2025
$134.9M
Q4 2025
$141.5M
Q1 2026

What does Maytree Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
INTC INTEL CORPTechnology505.8K$22.3M15.8%+53.9%
SNDK SANDISK CORPTechnology30.6K$19.4M13.7%New
LITE LUMENTUM HOLDINGS INCTechnology21.7K$15.2M10.8%+252.5%
COHR COHERENT CORPOther53.0K$12.6M8.9%New
U UNITY SOFTWARE INCTechnology520.3K$11.4M8.1%+328.6%
ECHO ECHOSTAR CORP-ACommunications71.3K$8.3M5.9%New
MTSI MACOM TECHNOLOGY SOLUTIONS HTechnology28.7K$6.4M4.5%New
AXTI AXT INCTechnology94.8K$5.4M3.8%-86.1%
TTMI TTM TECHNOLOGIESTechnology32.4K$3.2M2.2%New
AMKR AMKOR TECHNOLOGY INCTechnology61.6K$2.8M2.0%New
POET POET TECHNOLOGIES INCTechnology234.0K$1.4M1.0%New
ALMU AELUMA INCTechnology73.5K$962K0.7%New
MAXNQ MAXEON SOLAR TECHNOLOGIETechnology88.1K$133K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 202620$141.5M canonicalSEC ↗
Q4 202513F-HRFeb 3, 202617$134.9M canonicalSEC ↗
Q3 202513F-HROct 31, 202511$111.1M canonicalSEC ↗
Q2 202513F-HRAug 1, 202512$59.8M canonicalSEC ↗
Q1 202513F-HRMay 6, 202516$55.6M canonicalSEC ↗
Q4 202413F-HRFeb 3, 202514$44.2M canonicalSEC ↗
Q3 202413F-HRNov 4, 20249$51.2M canonicalSEC ↗
Q2 202413F-HRAug 12, 202426$95.1M canonicalSEC ↗
Q1 202413F-HRMay 14, 202418$53.2M canonicalSEC ↗