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Maytus Capital Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $635,729,388
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLIED MATLS INC · COM · 038222105 · shares: $49,222,563
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $47,285,000
- TEXAS INSTRS INC · COM · 882508104 · shares: $37,258,750
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $28,857,250
- STMICROELECTRONICS N V · NY REGISTRY · 861012102 · shares: $26,660,840
- VISA INC · COM CL A · 92826C839 · shares: $25,075,762
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $21,666,500
- SALESFORCE INC · COM · 79466L302 · shares: $15,666,000
- AT&T INC · COM · 00206R102 · shares: $15,300,633
- FLEX LTD · ORD · Y2573F102 · shares: $15,233,121
Reported holdings
62 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 038222105 | — | 68,081 shares | $49,222,563 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 49,000 shares | $47,285,000 |
| TEXAS INSTRS INC | COM | 882508104 | — | 125,000 shares | $37,258,750 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 25,000 shares | $28,857,250 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 356,000 shares | $26,660,840 |
| VISA INC | COM CL A | 92826C839 | — | 73,088 shares | $25,075,762 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 50,000 shares | $21,666,500 |
| SALESFORCE INC | COM | 79466L302 | — | 100,000 shares | $15,666,000 |
| AT&T INC | COM | 00206R102 | — | 739,161 shares | $15,300,633 |
| FLEX LTD | ORD | Y2573F102 | — | 93,991 shares | $15,233,121 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 26,000 shares | $15,103,660 |
| DATADOG INC | CL A COM | 23804L103 | — | 55,437 shares | $14,433,577 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 90,450 shares | $13,952,817 |
| FORTINET INC | COM | 34959E109 | — | 90,000 shares | $13,825,800 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 180,064 shares | $13,065,444 |
| META PLATFORMS INC | CL A | 30303M102 | — | 23,000 shares | $12,955,670 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 30,150 shares | $11,468,156 |
| AMAZON COM INC | COM | 023135106 | — | 48,000 shares | $11,440,320 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 816,967 shares | $10,849,322 |
| MKS INC. | COM | 55306N104 | — | 24,369 shares | $10,839,331 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 42,000 shares | $10,689,000 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 13,400 shares | $10,226,076 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 57,000 shares | $9,683,160 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 80,000 shares | $9,143,200 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 111,847 shares | $9,121,123 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 45,000 shares | $9,004,050 |
| T-MOBILE US INC | COM | 872590104 | — | 50,000 shares | $8,386,500 |
| F5 INC | COM | 315616102 | — | 19,937 shares | $8,292,995 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 32,232 shares | $8,057,355 |
| COHERENT CORP | COM | 19247G107 | — | 19,000 shares | $7,494,930 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 94,000 shares | $7,312,260 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 160,000 shares | $7,217,600 |
| AIRBNB INC | COM CL A | 009066101 | — | 50,000 shares | $7,155,000 |
| OKTA INC | CL A | 679295105 | — | 52,000 shares | $7,095,400 |
| WAYFAIR INC | CL A | 94419L101 | — | 76,060 shares | $7,029,465 |
| BLOCK INC | CL A | 852234103 | — | 90,000 shares | $6,840,000 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 65,786 shares | $6,597,020 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 24,616 shares | $6,298,742 |
| JFROG LTD | ORD SHS | M6191J100 | — | 66,000 shares | $5,998,080 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 19,479 shares | $5,379,515 |
| HUBSPOT INC | COM | 443573100 | — | 28,000 shares | $5,110,280 |
| CORNING INC | COM | 219350105 | — | 20,000 shares | $5,108,600 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 50,000 shares | $4,799,000 |
| JD.COM INC | SPON ADS CL A | 47215P106 | — | 184,790 shares | $4,708,449 |
| WALMART INC | COM | 931142103 | — | 39,452 shares | $4,468,334 |
| ASTERA LABS INC | COM | 04626A103 | — | 9,000 shares | $4,347,180 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 110,000 shares | $4,260,300 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 8,753 shares | $4,018,765 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 136,000 shares | $3,886,880 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 40,000 shares | $3,833,200 |
| ORACLE CORP | COM | 68389X105 | — | 24,643 shares | $3,611,432 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 19,000 shares | $2,983,570 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 75,000 shares | $2,916,000 |
| REDDIT INC | CL A | 75734B100 | — | 16,266 shares | $2,823,452 |
| SENTINELONE INC | CL A | 81730H109 | — | 139,000 shares | $2,358,830 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 130,000 shares | $2,351,700 |
| QORVO INC | COM | 74736K101 | — | 19,488 shares | $1,817,646 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 20,000 shares | $1,634,800 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 10,000 shares | $1,481,600 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 5,000 shares | $1,105,000 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,945 shares | $546,603 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | — | 6,000 shares | $375,780 |