Holdings
Maytus Capital Management, LLC
As of Jun 30, 2026, Maytus Capital Management, LLC reported 51 positions worth US$521M. Largest: Applied Materials, Inc., Texas Instruments Incorporated and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 68,081 | US$49.2M | −31,794 | Jun 30, 2026 |
| Texas Instruments Incorporated | 125K | US$37.3M | −50,943 | Jun 30, 2026 |
| Micron Technology, Inc. | 25,000 | US$28.9M | new | Jun 30, 2026 |
| Stmicroelectronics Nv | 356K | US$26.7M | +87,287 | Jun 30, 2026 |
| Visa Inc. | 73,088 | US$25.1M | −61,129 | Jun 30, 2026 |
| Lam Research Corporation | 50,000 | US$21.7M | new | Jun 30, 2026 |
| Salesforce, Inc. | 100K | US$15.7M | +54,164 | Jun 30, 2026 |
| At&t Inc. | 739K | US$15.3M | −76,984 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 26,000 | US$15.1M | new | Jun 30, 2026 |
| Datadog, Inc. | 55,437 | US$14.4M | +9,268 | Jun 30, 2026 |