Maytus Capital Management, LLC
Maytus Capital Management, LLC reported 62 holdings worth US$636M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Maytus Capital Management, LLC reported 62 holdings worth US$636M as of Jun 30, 2026. Largest: Applied Materials, Inc., Texas Instruments Incorporated and Micron Technology, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$636M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 68,081 | US$49.2M | 7.7% |
| Texas Instruments Incorporated | 125K | US$37.3M | 5.9% |
| Micron Technology, Inc. | 25,000 | US$28.9M | 4.5% |
| Stmicroelectronics Nv | 356K | US$26.7M | 4.2% |
| Visa Inc. | 73,088 | US$25.1M | 3.9% |
| Lam Research Corporation | 50,000 | US$21.7M | 3.4% |
| Salesforce, Inc. | 100K | US$15.7M | 2.5% |
| At&t Inc. | 739K | US$15.3M | 2.4% |
| Advanced Micro Devices Inc | 26,000 | US$15.1M | 2.4% |
| Datadog, Inc. | 55,437 | US$14.4M | 2.3% |
| Fortinet, Inc. | 90,000 | US$13.8M | 2.2% |
| Global Payments Inc. | 180K | US$13.1M | 2.1% |
| Meta Platforms, Inc. | 23,000 | US$13M | 2.0% |
| Macom Technology Solutions Holdings, Inc. | 30,150 | US$11.5M | 1.8% |
| Amazon.com, Inc. | 48,000 | US$11.4M | 1.8% |
| Nokia Oyj | 817K | US$10.8M | 1.7% |
| Mks Inc. | 24,369 | US$10.8M | 1.7% |
| Snowflake Inc. | 42,000 | US$10.7M | 1.7% |
| Crowdstrike Holdings, Inc. | 13,400 | US$10.2M | 1.6% |
| Arista Networks, Inc. | 57,000 | US$9.68M | 1.5% |
| Affirm Holdings, Inc. | 112K | US$9.12M | 1.4% |
| Nvidia Corporation | 45,000 | US$9M | 1.4% |
| T-mobile Us, Inc. | 50,000 | US$8.39M | 1.3% |
| F5, Inc. | 19,937 | US$8.29M | 1.3% |
| Take-two Interactive Software, Inc. | 32,232 | US$8.06M | 1.3% |
| Coherent Corp. | 19,000 | US$7.49M | 1.2% |
| Atlassian Corporation | 94,000 | US$7.31M | 1.2% |
| Hewlett Packard Enterprise Company | 160K | US$7.22M | 1.1% |
| Airbnb, Inc. | 50,000 | US$7.16M | 1.1% |
| Okta, Inc. | 52,000 | US$7.1M | 1.1% |
| Wayfair Inc. | 76,060 | US$7.03M | 1.1% |
| Block, Inc. | 90,000 | US$6.84M | 1.1% |
| Robinhood Markets, Inc. | 65,786 | US$6.6M | 1.0% |
| Expedia Group, Inc. | 24,616 | US$6.3M | 0.99% |
| Hubspot, Inc. | 28,000 | US$5.11M | 0.80% |
| Corning Incorporated | 20,000 | US$5.11M | 0.80% |
| Walmart Inc. | 39,452 | US$4.47M | 0.70% |
| Astera Labs, Inc. | 9,000 | US$4.35M | 0.68% |
| Cognizant Technology Solutions Corporation | 110K | US$4.26M | 0.67% |
| Unity Software Inc. | 136K | US$3.89M | 0.61% |
| Oracle Corporation | 24,643 | US$3.61M | 0.57% |
| Digitalocean Holdings, Inc. | 19,000 | US$2.98M | 0.47% |
| Fidelity National Information Services, Inc. | 75,000 | US$2.92M | 0.46% |
| Reddit, Inc. | 16,266 | US$2.82M | 0.44% |
| Sentinelone, Inc. | 139K | US$2.36M | 0.37% |
| Figma Inc | 130K | US$2.35M | 0.37% |
| Qorvo, Inc. | 19,488 | US$1.82M | 0.29% |
| Quantinuum Inc. | 20,000 | US$1.63M | 0.26% |
| Applied Optoelectronics, Inc. | 10,000 | US$1.48M | 0.23% |
| Cerebras Systems Inc. | 5,000 | US$1.1M | 0.17% |
| Circle Internet Group, Inc. | 6,000 | US$376K | 0.06% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Dell Technologies Inc. | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Hp Inc. | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Jabil Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| On Semiconductor Corporation | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Roku, Inc. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Warner Music Group Corp. | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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