Maytus Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Maytus Capital Management, Llc disclosed 62 stock positions valued at approximately $635.73M as of quarter-end June 30, 2026. The largest holdings include APPLIED MATLS INC, SEAGATE TECHNOLOGY HLDNGS PL, and TEXAS INSTRS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 62
- Portfolio Value
- $635.73M
Holdings by Sector
Maytus Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | AMAT | Technology | 7.74% | 68,081 | -31,794 | -31.83% | $49,222,563 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 7.44% | 49,000 | +49,000 | +100.00% | $47,285,000 |
| TEXAS INSTRS INC | TXN | Technology | 5.86% | 125,000 | -50,943 | -28.95% | $37,258,750 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.54% | 25,000 | -34,000 | -57.63% | $28,857,250 |
| STMICROELECTRONICS N V | STM | Technology | 4.19% | 356,000 | +87,287 | +32.48% | $26,660,840 |
| VISA INC | V | Financial Services | 3.94% | 73,088 | -61,129 | -45.54% | $25,075,762 |
| LAM RESEARCH CORP | LRCX | Technology | 3.41% | 50,000 | +50,000 | +100.00% | $21,666,500 |
| SALESFORCE INC | CRM | Technology | 2.46% | 100,000 | +54,164 | +118.17% | $15,666,000 |
| AT&T INC | T | Communication Services | 2.41% | 739,161 | -76,984 | -9.43% | $15,300,633 |
| FLEX LTD | FLEX | Technology | 2.40% | 93,991 | +43,991 | +87.98% | $15,233,121 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.38% | 26,000 | +26,000 | +100.00% | $15,103,660 |
| DATADOG INC | DDOG | Technology | 2.27% | 55,437 | +9,268 | +20.07% | $14,433,577 |
| SPDR SERIES TRUST | XOP | Other | 2.19% | 90,450 | +90,450 | +100.00% | $13,952,817 |
| FORTINET INC | FTNT | Technology | 2.17% | 90,000 | -12,323 | -12.04% | $13,825,800 |
| GLOBAL PMTS INC | GPN | Industrials | 2.06% | 180,064 | +180,064 | +100.00% | $13,065,444 |
| META PLATFORMS INC | META | Communication Services | 2.04% | 23,000 | +23,000 | +100.00% | $12,955,670 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 1.80% | 30,150 | +30,150 | +100.00% | $11,468,156 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.80% | 48,000 | -27,562 | -36.48% | $11,440,320 |
| NOKIA CORP | NOK | Technology | 1.71% | 816,967 | -469,984 | -36.52% | $10,849,322 |
| MKS INC. | MKSI | Technology | 1.71% | 24,369 | +24,369 | +100.00% | $10,839,331 |
| SNOWFLAKE INC | SNOW | Technology | 1.68% | 42,000 | +16,386 | +63.97% | $10,689,000 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.61% | 13,400 | -10,510 | -43.96% | $10,226,076 |
| ARISTA NETWORKS INC | ANET | Technology | 1.52% | 57,000 | +57,000 | +100.00% | $9,683,160 |
| BAIDU INC | BIDU | Communication Services | 1.44% | 80,000 | -9,428 | -10.54% | $9,143,200 |
| AFFIRM HLDGS INC | AFRM | Technology | 1.43% | 111,847 | +26,847 | +31.58% | $9,121,123 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 45,000 | -13,338 | -22.86% | $9,004,050 |
| T-MOBILE US INC | TMUS | Communication Services | 1.32% | 50,000 | +50,000 | +100.00% | $8,386,500 |
| F5 INC | FFIV | Technology | 1.30% | 19,937 | +13,554 | +212.35% | $8,292,995 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 1.27% | 32,232 | +20,443 | +173.41% | $8,057,355 |
| COHERENT CORP | COHR | Technology | 1.18% | 19,000 | +19,000 | +100.00% | $7,494,930 |
Showing 30 of 62 holdings in the latest reporting period.