AnglePoint Asset Management
Latest statistics and disclosures from Maytree Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INTC, ARM, MRVL, SNDK, NBIS, and represent 40.39% of Maytree Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ARM (+$13M), MRVL (+$12M), NBIS (+$11M), GOOGL (+$7.2M), AMD (+$6.7M), WOLF (+$5.6M), ALAB, MXL, WDC, HSAI.
- Started 29 new stock positions in VRT, AMD, HUT, TSEM, ACLS, MXL, RMBS, WDC, VICR, NBIS.
- Reduced shares in these 10 stocks: SNDK (-$58M), INTC (-$56M), PDD (-$20M), LITE (-$16M), COHR (-$12M), U (-$8.9M), Echostar Corporation (-$8.3M), TTMI (-$5.5M), , IBIT (-$5.1M).
- Sold out of its positions in Echostar Corporation, SLV, IBIT, PDD, MAXNQ.
- Maytree Asset Management was a net seller of stock by $-114M.
- Maytree Asset Management has $154M in assets under management (AUM), dropping by 8.83%.
- Central Index Key (CIK): 0001869683
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Portfolio Holdings for Maytree Asset Management
Maytree Asset Management holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intel Corporation (INTC) | 9.8 | $15M | -78% | 108k | 139.63 |
|
| Arm Holdings Sponsored Ads (ARM) | 8.4 | $13M | NEW | 36k | 354.57 |
|
| Marvell Technology (MRVL) | 7.7 | $12M | NEW | 40k | 297.89 |
|
| Sandisk Corp (SNDK) | 7.5 | $12M | -83% | 5.1k | 2273.73 |
|
| Nebius Group Shs Class A (NBIS) | 7.1 | $11M | NEW | 40k | 276.17 |
|
| Coherent Corp (COHR) | 6.0 | $9.3M | -55% | 24k | 394.47 |
|
| M/a (MTSI) | 4.8 | $7.4M | -31% | 20k | 380.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $7.2M | NEW | 20k | 357.37 |
|
| Advanced Micro Devices (AMD) | 4.3 | $6.7M | NEW | 12k | 580.91 |
|
| Unity Software (U) | 3.9 | $6.0M | -59% | 209k | 28.58 |
|
| Wolfspeed Common Stock (WOLF) | 3.6 | $5.6M | NEW | 115k | 48.25 |
|
| Axt (AXTI) | 3.5 | $5.4M | -21% | 74k | 72.08 |
|
| Astera Labs (ALAB) | 3.0 | $4.7M | NEW | 9.7k | 483.02 |
|
| MaxLinear (MXL) | 3.0 | $4.7M | NEW | 36k | 128.03 |
|
| Amkor Technology (AMKR) | 2.6 | $4.1M | -23% | 47k | 86.23 |
|
| Western Digital (WDC) | 1.9 | $2.9M | NEW | 4.5k | 638.72 |
|
| Hesai Group Sponsored Ads (HSAI) | 1.9 | $2.9M | NEW | 158k | 18.22 |
|
| Poet Technologies Com New (POET) | 1.8 | $2.8M | +15% | 271k | 10.28 |
|
| Transocean Registered Shs (RIG) | 1.7 | $2.7M | NEW | 546k | 4.89 |
|
| Applied Optoelectronics (AAOI) | 1.7 | $2.6M | NEW | 18k | 148.16 |
|
| Lumentum Hldgs (LITE) | 1.5 | $2.4M | -87% | 2.8k | 858.06 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 1.5 | $2.3M | NEW | 86k | 27.21 |
|
| Cerebras Systems Com Cl A (CBRS) | 1.0 | $1.6M | NEW | 7.3k | 221.00 |
|
| Trip Com Group Ads (TCOM) | 0.8 | $1.3M | 32k | 39.84 |
|
|
| Micron Technology (MU) | 0.7 | $1.1M | NEW | 912.00 | 1154.29 |
|
| Axcelis Technologies Com New (ACLS) | 0.6 | $950k | NEW | 5.0k | 189.45 |
|
| Broadcom (AVGO) | 0.6 | $895k | NEW | 2.4k | 377.75 |
|
| Hut 8 Corp (HUT) | 0.5 | $772k | NEW | 6.7k | 115.44 |
|
| Ciena Corp Com New (CIEN) | 0.5 | $707k | NEW | 1.4k | 490.56 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.4 | $686k | NEW | 38k | 17.92 |
|
| Rambus (RMBS) | 0.4 | $665k | NEW | 5.0k | 132.74 |
|
| Tower Semiconductor Shs New (TSEM) | 0.4 | $651k | NEW | 2.5k | 260.64 |
|
| Qualcomm (QCOM) | 0.4 | $643k | NEW | 3.5k | 184.79 |
|
| TTM Technologies (TTMI) | 0.3 | $533k | -91% | 2.8k | 187.02 |
|
| ON Semiconductor (ON) | 0.3 | $465k | NEW | 4.9k | 94.54 |
|
| Vicor Corporation (VICR) | 0.3 | $455k | NEW | 1.2k | 379.78 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $276k | NEW | 1.0k | 271.95 |
|
| Chemours (CC) | 0.1 | $228k | NEW | 11k | 20.52 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $194k | NEW | 578.00 | 334.82 |
|
| FormFactor (FORM) | 0.1 | $146k | NEW | 911.00 | 159.93 |
|
| Aeluma (ALMU) | 0.0 | $36k | -97% | 1.6k | 22.08 |
|
| Amplify Etf Tr Jr Silv Mine Etf (SILJ) | 0.0 | $17k | 640.00 | 25.92 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $13k | 168.00 | 77.46 |
|
|
| Proshares Tr Ii Vix Sht Term Fut (VIXY) | 0.0 | $1.0k | 48.00 | 21.29 |
|
Past Filings by Maytree Asset Management
SEC 13F filings are viewable for Maytree Asset Management going back to 2021
- Maytree Asset Management 2026 Q2 filed Aug. 5, 2026
- Maytree Asset Management 2026 Q1 filed May 4, 2026
- Maytree Asset Management 2025 Q4 filed Feb. 3, 2026
- Maytree Asset Management 2025 Q3 filed Oct. 31, 2025
- Maytree Asset Management 2025 Q2 filed Aug. 1, 2025
- Maytree Asset Management 2025 Q1 filed May 6, 2025
- Maytree Asset Management 2024 Q4 filed Feb. 3, 2025
- Maytree Asset Management 2024 Q3 filed Nov. 4, 2024
- AnglePoint Asset Management 2024 Q2 filed Aug. 12, 2024
- AnglePoint Asset Management 2024 Q1 filed May 14, 2024
- AnglePoint Asset Management 2023 Q4 filed Feb. 15, 2024
- AnglePoint Asset Management 2023 Q3 filed Nov. 14, 2023
- AnglePoint Asset Management 2023 Q2 filed Aug. 14, 2023
- AnglePoint Asset Management 2023 Q1 filed May 15, 2023
- AnglePoint Asset Management 2022 Q4 filed Feb. 9, 2023
- AnglePoint Asset Management 2022 Q3 filed Nov. 14, 2022