Maytree Asset Management as of June 30, 2026
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 | 108k | 139.63 | |
| Arm Holdings Sponsored Ads (ARM) | 8.4 | $13M | 36k | 354.57 | |
| Marvell Technology (MRVL) | 7.7 | $12M | 40k | 297.89 | |
| Sandisk Corp (SNDK) | 7.5 | $12M | 5.1k | 2273.73 | |
| Nebius Group Shs Class A (NBIS) | 7.1 | $11M | 40k | 276.17 | |
| Coherent Corp (COHR) | 6.0 | $9.3M | 24k | 394.47 | |
| M/a (MTSI) | 4.8 | $7.4M | 20k | 380.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $7.2M | 20k | 357.37 | |
| Advanced Micro Devices (AMD) | 4.3 | $6.7M | 12k | 580.91 | |
| Unity Software (U) | 3.9 | $6.0M | 209k | 28.58 | |
| Wolfspeed Common Stock (WOLF) | 3.6 | $5.6M | 115k | 48.25 | |
| Axt (AXTI) | 3.5 | $5.4M | 74k | 72.08 | |
| Astera Labs (ALAB) | 3.0 | $4.7M | 9.7k | 483.02 | |
| MaxLinear (MXL) | 3.0 | $4.7M | 36k | 128.03 | |
| Amkor Technology (AMKR) | 2.6 | $4.1M | 47k | 86.23 | |
| Western Digital (WDC) | 1.9 | $2.9M | 4.5k | 638.72 | |
| Hesai Group Sponsored Ads (HSAI) | 1.9 | $2.9M | 158k | 18.22 | |
| Poet Technologies Com New (POET) | 1.8 | $2.8M | 271k | 10.28 | |
| Transocean Registered Shs (RIG) | 1.7 | $2.7M | 546k | 4.89 | |
| Applied Optoelectronics (AAOI) | 1.7 | $2.6M | 18k | 148.16 | |
| Lumentum Hldgs (LITE) | 1.5 | $2.4M | 2.8k | 858.06 | |
| United Microelectronics Corp Spon Adr New (UMC) | 1.5 | $2.3M | 86k | 27.21 | |
| Cerebras Systems Com Cl A (CBRS) | 1.0 | $1.6M | 7.3k | 221.00 | |
| Trip Com Group Ads (TCOM) | 0.8 | $1.3M | 32k | 39.84 | |
| Micron Technology (MU) | 0.7 | $1.1M | 912.00 | 1154.29 | |
| Axcelis Technologies Com New (ACLS) | 0.6 | $950k | 5.0k | 189.45 | |
| Broadcom (AVGO) | 0.6 | $895k | 2.4k | 377.75 | |
| Hut 8 Corp (HUT) | 0.5 | $772k | 6.7k | 115.44 | |
| Ciena Corp Com New (CIEN) | 0.5 | $707k | 1.4k | 490.56 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.4 | $686k | 38k | 17.92 | |
| Rambus (RMBS) | 0.4 | $665k | 5.0k | 132.74 | |
| Tower Semiconductor Shs New (TSEM) | 0.4 | $651k | 2.5k | 260.64 | |
| Qualcomm (QCOM) | 0.4 | $643k | 3.5k | 184.79 | |
| TTM Technologies (TTMI) | 0.3 | $533k | 2.8k | 187.02 | |
| ON Semiconductor (ON) | 0.3 | $465k | 4.9k | 94.54 | |
| Vicor Corporation (VICR) | 0.3 | $455k | 1.2k | 379.78 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $276k | 1.0k | 271.95 | |
| Chemours (CC) | 0.1 | $228k | 11k | 20.52 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $194k | 578.00 | 334.82 | |
| FormFactor (FORM) | 0.1 | $146k | 911.00 | 159.93 | |
| Aeluma (ALMU) | 0.0 | $36k | 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 |
