Maytus Capital Management, LLC Top Holdings and 13F Report (2026) About Maytus Capital Management, LLCInvestment ActivityMaytus Capital Management, LLC has $635.73 million in total holdings as of June 30, 2026.Maytus Capital Management, LLC owns shares of 62 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 55.38% of the portfolio was purchased this quarter.About 62.98% of the portfolio was sold this quarter.This quarter, Maytus Capital Management, LLC has purchased 62 new stocks and bought additional shares in 7 stocks.Maytus Capital Management, LLC sold shares of 18 stocks and completely divested from 37 stocks this quarter.Largest Holdings Applied Materials $49,222,563Seagate Technology $47,285,000Texas Instruments $37,258,750Micron Technology $28,857,250STMicroelectronics $26,660,840 Largest New Holdings this Quarter G7997R103 - Seagate Technology $47,285,000 Holding595112103 - Micron Technology $28,857,250 Holding512807306 - LAM RESEARCH CORP $21,666,500 HoldingY2573F102 - Flex $15,233,121 Holding007903107 - Advanced Micro Devices $15,103,660 Holding Largest Purchases this Quarter Seagate Technology 49,000 shares (about $47.29M)Micron Technology 25,000 shares (about $28.86M)LAM RESEARCH CORP 50,000 shares (about $21.67M)Flex 93,991 shares (about $15.23M)Advanced Micro Devices 26,000 shares (about $15.10M) Largest Sales this Quarter Applied Materials 31,794 shares (about $22.99M)Visa 61,129 shares (about $20.97M)Texas Instruments 50,943 shares (about $15.18M)Corning 59,414 shares (about $15.18M)CrowdStrike 10,510 shares (about $8.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaytus Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMATApplied Materials$49,222,563$22,987,062 â–¼-31.8%68,0817.7%TechnologySTXSeagate Technology$47,285,000$47,285,000 â–²New Holding49,0007.4%TechnologyTXNTexas Instruments$37,258,750$15,184,580 â–¼-29.0%125,0005.9%TechnologyMUMicron Technology$28,857,250$28,857,250 â–²New Holding25,0004.5%TechnologySTMSTMicroelectronics$26,660,840$6,536,923 â–²32.5%356,0004.2%TechnologyVVisa$25,075,762$20,972,749 â–¼-45.5%73,0883.9%FinanceLAM RESEARCH CORP$21,666,500$21,666,500 â–²New Holding50,0003.4%COM NEWCRMSalesforce$15,666,000$8,485,332 â–²118.2%100,0002.5%TechnologyTAT&T$15,300,633$1,593,569 â–¼-9.4%739,1612.4%Communication ServicesFLEXFlex$15,233,121$15,233,121 â–²New Holding93,9912.4%TechnologyAMDAdvanced Micro Devices$15,103,660$15,103,660 â–²New Holding26,0002.4%TechnologyDDOGDatadog$14,433,577$2,413,016 â–²20.1%55,4372.3%TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$13,952,817$13,952,817 â–²New Holding90,4502.2%ETFFTNTFortinet$13,825,800$1,893,059 â–¼-12.0%90,0002.2%TechnologyGPNGlobal Payments$13,065,444$13,065,444 â–²New Holding180,0642.1%FinanceMETAMeta Platforms$12,955,670$12,955,670 â–²New Holding23,0002.0%Communication ServicesMTSIMACOM Technology Solutions$11,468,156$11,468,156 â–²New Holding30,1501.8%TechnologyAMZNAmazon.com$11,440,320$6,569,127 â–¼-36.5%48,0001.8%Consumer DiscretionaryNOKNokia$10,849,322$6,241,388 â–¼-36.5%816,9671.7%TechnologyMKSIMKS$10,839,331$10,839,331 â–²New Holding24,3691.7%TechnologySNOWSnowflake$10,689,000$4,170,237 â–²64.0%42,0001.7%TechnologyCRWDCrowdStrike$10,226,076$8,020,601 â–¼-44.0%13,4001.6%TechnologyARISTA NETWORKS INC$9,683,160$9,683,160 â–²New Holding57,0001.5%COM SHSBIDUBaidu$9,143,200$1,077,526 â–¼-10.5%80,0001.4%Communication ServicesAFRMAffirm$9,121,123$9,121,123 â–²New Holding111,8471.4%FinanceNVDANVIDIA$9,004,050$2,668,800 â–¼-22.9%45,0001.4%TechnologyTMUST-Mobile US$8,386,500$8,386,500 â–²New Holding50,0001.3%Communication ServicesFFIVF5$8,292,995$5,637,922 â–²212.3%19,9371.3%TechnologyTTWOTake-Two Interactive Software$8,057,355$5,110,341 â–²173.4%32,2321.3%Communication ServicesCOHRCoherent$7,494,930$7,494,930 â–²New Holding19,0001.2%TechnologyTEAMAtlassian$7,312,260$7,312,260 â–²New Holding94,0001.2%TechnologyHPEHewlett Packard Enterprise$7,217,600$7,217,600 â–²New Holding160,0001.1%TechnologyABNBAirbnb$7,155,000$7,155,000 â–²New Holding50,0001.1%Consumer DiscretionaryOKTAOkta$7,095,400$7,095,400 â–²New Holding52,0001.1%TechnologyWWayfair$7,029,465$7,029,465 â–²New Holding76,0601.1%Consumer DiscretionaryBLOCK INC$6,840,000$4,827,216 â–¼-41.4%90,0001.1%CL AHOODRobinhood Markets$6,597,020$713,392 â–¼-9.8%65,7861.0%FinanceEXPEExpedia Group$6,298,742$6,298,742 â–²New Holding24,6161.0%Consumer DiscretionaryFROGJFrog$5,998,080$5,998,080 â–²New Holding66,0000.9%TechnologyYNDXYandex$5,379,515$6,673,924 â–¼-55.4%19,4790.8%TechnologyHUBSHubSpot$5,110,280$403,165 â–¼-7.3%28,0000.8%TechnologyGLWCorning$5,108,600$15,176,118 â–¼-74.8%20,0000.8%TechnologyBABAAlibaba Group$4,799,000$2,566,697 â–¼-34.8%50,0000.8%Consumer DiscretionaryJDJD.com$4,708,449$4,708,449 â–²New Holding184,7900.7%Consumer DiscretionaryWALMART INC$4,468,334$4,468,334 â–²New Holding39,4520.7%COMASTERA LABS INC$4,347,180$4,347,180 â–²New Holding9,0000.7%COMCTSHCognizant Technology Solutions$4,260,300$4,260,300 â–²New Holding110,0000.7%TechnologySPOTSpotify Technology$4,018,765$4,018,765 â–²New Holding8,7530.6%Communication ServicesUUnity Software$3,886,880$4,111,805 â–¼-51.4%136,0000.6%TechnologySESEA$3,833,200$3,833,200 â–²New Holding40,0000.6%Consumer DiscretionaryORCLOracle$3,611,432$3,611,432 â–²New Holding24,6430.6%TechnologyDIGITALOCEAN HLDGS INC$2,983,570$2,983,570 â–²New Holding19,0000.5%COMFISFidelity National Information Services$2,916,000$2,916,000 â–²New Holding75,0000.5%FinanceREDDIT INC$2,823,452$2,823,452 â–²New Holding16,2660.4%CL ASSentinelOne$2,358,830$2,358,830 â–²New Holding139,0000.4%TechnologyFIGMA INC$2,351,700$1,040,103 â–²79.3%130,0000.4%CLASS A COM STKQRVOQorvo$1,817,646$1,755,715 â–¼-49.1%19,4880.3%TechnologyQUANTINUUM INC$1,634,800$1,634,800 â–²New Holding20,0000.3%CL A COMAAOIApplied Optoelectronics$1,481,600$1,481,600 â–²New Holding10,0000.2%TechnologyCEREBRAS SYSTEMS INC$1,105,000$1,105,000 â–²New Holding5,0000.2%COM CL ANXPINXP Semiconductors$546,603$546,603 â–²New Holding1,9450.1%TechnologyCIRCLE INTERNET GROUP INC$375,780$375,780 â–²New Holding6,0000.1%COM CL AASMLASML$0$25,291,253 â–¼-100.0%00.0%TechnologyINTCIntel$0$21,600,532 â–¼-100.0%00.0%TechnologyGOOGLAlphabet$0$20,492,388 â–¼-100.0%00.0%Communication ServicesDELLDell Technologies$0$20,175,352 â–¼-100.0%00.0%TechnologyWDCWestern Digital$0$14,200,995 â–¼-100.0%00.0%TechnologyONonsemi$0$11,884,863 â–¼-100.0%00.0%TechnologyEWYiShares MSCI South Korea ETF$0$11,558,266 â–¼-100.0%00.0%ETFJBLJabil$0$11,186,742 â–¼-100.0%00.0%TechnologyAKAMAkamai Technologies$0$10,211,543 â–¼-100.0%00.0%TechnologySNPSSynopsys$0$9,612,261 â–¼-100.0%00.0%TechnologyIBMInternational Business Machines$0$9,299,777 â–¼-100.0%00.0%TechnologyCELESTICA INC$0$9,185,866 â–¼-100.0%00.0%COMADIAnalog Devices$0$9,152,888 â–¼-100.0%00.0%TechnologyNETCloudflare$0$8,314,677 â–¼-100.0%00.0%TechnologyINTUIntuit$0$7,337,056 â–¼-100.0%00.0%TechnologyZZillow Group$0$6,882,032 â–¼-100.0%00.0%Communication ServicesCHKPCheck Point Software Technologies$0$6,512,532 â–¼-100.0%00.0%TechnologyBKNGBooking$0$6,357,583 â–¼-100.0%00.0%Consumer DiscretionaryROKURoku$0$6,048,300 â–¼-100.0%00.0%Communication ServicesACNAccenture$0$5,972,693 â–¼-100.0%00.0%TechnologyAVGOBroadcom$0$5,078,750 â–¼-100.0%00.0%TechnologyLITELumentum$0$5,050,736 â–¼-100.0%00.0%TechnologyDOORDASH INC$0$4,951,196 â–¼-100.0%00.0%CL APYPLPayPal$0$4,503,596 â–¼-100.0%00.0%FinanceADPAutomatic Data Processing$0$3,643,830 â–¼-100.0%00.0%IndustrialsDISWalt Disney$0$3,642,393 â–¼-100.0%00.0%Communication ServicesTSLATesla$0$2,772,512 â–¼-100.0%00.0%Consumer DiscretionaryFLUTTER ENTMT PLC$0$2,737,969 â–¼-100.0%00.0%SHSLHXL3Harris Technologies$0$2,200,331 â–¼-100.0%00.0%IndustrialsNOCNorthrop Grumman$0$1,738,348 â–¼-100.0%00.0%IndustrialsRTXRTX$0$1,721,247 â–¼-100.0%00.0%IndustrialsLMTLockheed Martin$0$1,539,986 â–¼-100.0%00.0%IndustrialsHPQHP$0$1,517,878 â–¼-100.0%00.0%TechnologyRBLXRoblox$0$1,491,035 â–¼-100.0%00.0%Communication ServicesPDDPDD$0$1,306,780 â–¼-100.0%00.0%Consumer DiscretionaryFNFabrinet$0$1,229,744 â–¼-100.0%00.0%TechnologyWMGWarner Music Group$0$510,800 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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