Maytus Capital Management, LLC Top Holdings and 13F Report (2026) About Maytus Capital Management, LLCInvestment ActivityMaytus Capital Management, LLC has $561.94 million in total holdings as of March 31, 2026.Maytus Capital Management, LLC owns shares of 62 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 58.09% of the portfolio was purchased this quarter.About 34.55% of the portfolio was sold this quarter.This quarter, Maytus Capital Management, LLC has purchased 61 new stocks and bought additional shares in 26 stocks.Maytus Capital Management, LLC sold shares of 7 stocks and completely divested from 28 stocks this quarter.Largest Holdings Visa $40,565,746Texas Instruments $34,157,574Applied Materials $34,136,276ASML $25,291,253AT&T $23,660,044 Largest New Holdings this Quarter 882508104 - Texas Instruments $34,157,574 Holding458140100 - Intel $21,600,532 Holding24703L202 - Dell Technologies $20,175,352 Holding219350105 - Corning $10,797,922 Holding654902204 - Nokia $10,347,086 Holding Largest Purchases this Quarter Texas Instruments 175,943 shares (about $34.16M)Intel 489,475 shares (about $21.60M)Dell Technologies 122,923 shares (about $20.18M)Alphabet 43,763 shares (about $12.58M)Visa 36,717 shares (about $11.10M) Largest Sales this Quarter Western Digital 70,499 shares (about $19.07M)NVIDIA 41,662 shares (about $7.27M)Lumentum 6,813 shares (about $4.79M)Qorvo 36,688 shares (about $2.84M)Snowflake 16,386 shares (about $2.47M) 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 PortfolioSectorVVisa$40,565,746$11,097,346 â–²37.7%134,2177.2%Business ServicesTXNTexas Instruments$34,157,574$34,157,574 â–²New Holding175,9436.1%Computer and TechnologyAMATApplied Materials$34,136,276$9,869,186 â–²40.7%99,8756.1%Computer and TechnologyASMLASML$25,291,253$10,762,123 â–²74.1%19,1484.5%Computer and TechnologyTAT&T$23,660,044$1,851,156 â–¼-7.3%816,1454.2%Computer and TechnologyINTCIntel$21,600,532$21,600,532 â–²New Holding489,4753.8%Computer and TechnologyGOOGLAlphabet$20,492,388$12,584,488 â–²159.1%71,2633.6%Computer and TechnologyDELLDell Technologies$20,175,352$20,175,352 â–²New Holding122,9233.6%Computer and TechnologyAMZNAmazon.com$15,737,298$9,072,658 â–²136.1%75,5622.8%Retail/WholesaleWDCWestern Digital$14,200,995$19,069,274 â–¼-57.3%52,5012.5%Computer and TechnologyONonsemi$11,884,863$2,596,863 â–²28.0%191,9392.1%Computer and TechnologyEWYiShares MSCI South Korea ETF$11,558,266$1,972,834 â–¼-14.6%93,9622.1%ETFJBLJabil$11,186,742$1,889,692 â–²20.3%42,1142.0%Computer and TechnologyGLWCorning$10,797,922$10,797,922 â–²New Holding79,4141.9%Computer and TechnologyNOKNokia$10,347,086$10,347,086 â–²New Holding1,286,9511.8%Computer and TechnologyAKAMAkamai Technologies$10,211,543$8,488,793 â–²492.7%88,9121.8%Computer and TechnologyNVDANVIDIA$10,174,147$7,265,853 â–¼-41.7%58,3381.8%Computer and TechnologyBIDUBaidu$9,964,068$5,730,108 â–²135.3%89,4281.8%Computer and TechnologyBABAAlibaba Group$9,628,051$4,484,191 â–²87.2%76,7421.7%Retail/WholesaleSNPSSynopsys$9,612,261$7,233,381 â–²304.1%24,2441.7%Computer and TechnologyCRWDCrowdStrike$9,334,703$7,773,063 â–²497.8%23,9101.7%Computer and TechnologyIBMInternational Business Machines$9,299,777$4,936,757 â–²113.2%38,3671.7%Computer and TechnologySTMSTMicroelectronics$9,284,034$9,284,034 â–²New Holding268,7131.7%Computer and TechnologyBLOCK INC$9,238,593$3,009,963 â–²48.3%153,5161.6%CL ACELESTICA INC$9,185,866$9,185,866 â–²New Holding32,6111.6%COMADIAnalog Devices$9,152,888$9,152,888 â–²New Holding28,7701.6%Computer and TechnologyCRMSalesforce$8,556,206$3,516,116 â–²69.8%45,8361.5%Computer and TechnologyFTNTFortinet$8,361,836$3,908,096 â–²87.7%102,3231.5%Computer and TechnologyNETCloudflare$8,314,677$7,076,637 â–²571.6%40,2961.5%Computer and TechnologyHUBSHubSpot$7,374,017$7,374,017 â–²New Holding30,2091.3%Computer and TechnologyINTUIntuit$7,337,056$851,356 â–²13.1%16,9691.3%Computer and TechnologyZZillow Group$6,882,032$6,882,032 â–²New Holding166,3131.2%Computer and TechnologyCHKPCheck Point Software Technologies$6,512,532$2,227,032 â–²52.0%45,5901.2%Computer and TechnologyBKNGBooking$6,357,583$6,357,583 â–²New Holding1,5101.1%Retail/WholesaleUUnity Software$6,140,348$3,836,648 â–²166.5%279,8701.1%Computer and TechnologyROKURoku$6,048,300$1,885,020 â–²45.3%63,9221.1%Consumer DiscretionaryACNAccenture$5,972,693$5,972,693 â–²New Holding30,1211.1%Computer and TechnologyDDOGDatadog$5,450,250$5,450,250 â–²New Holding46,1691.0%Computer and TechnologyAVGOBroadcom$5,078,750$5,078,750 â–²New Holding16,4090.9%Computer and TechnologyHOODRobinhood Markets$5,051,970$2,002,770 â–²65.7%72,9000.9%FinanceLITELumentum$5,050,736$4,787,904 â–¼-48.7%7,1870.9%Computer and TechnologyDOORDASH INC$4,951,196$4,951,196 â–²New Holding32,9750.9%CL AYNDXYandex$4,528,605$3,698,525 â–²445.6%43,6450.8%Computer and TechnologyPYPLPayPal$4,503,596$4,503,596 â–²New Holding99,5710.8%Business ServicesSNOWSnowflake$3,863,103$2,471,336 â–¼-39.0%25,6140.7%Computer and TechnologyADPAutomatic Data Processing$3,643,830$3,034,290 â–²497.8%17,9340.6%Computer and TechnologyDISWalt Disney$3,642,393$750,993 â–²26.0%37,7920.6%Consumer DiscretionaryQRVOQorvo$2,965,349$2,839,651 â–¼-48.9%38,3120.5%Computer and TechnologyTSLATesla$2,772,512$2,772,512 â–²New Holding7,4580.5%Auto/Tires/TrucksFLUTTER ENTMT PLC$2,737,969$1,106,769 â–²67.9%26,8560.5%SHSTTWOTake-Two Interactive Software$2,328,328$2,328,328 â–²New Holding11,7890.4%Consumer DiscretionaryLHXL3Harris Technologies$2,200,331$2,200,331 â–²New Holding6,3750.4%AerospaceFFIVF5$1,846,793$1,846,793 â–²New Holding6,3830.3%Computer and TechnologyNOCNorthrop Grumman$1,738,348$1,738,348 â–²New Holding2,5480.3%AerospaceRTXRTX$1,721,247$1,721,247 â–²New Holding8,9230.3%AerospaceLMTLockheed Martin$1,539,986$1,539,986 â–²New Holding2,5480.3%AerospaceFIGMA INC$1,532,735$1,532,735 â–²New Holding72,5040.3%CLASS A COM STKHPQHP$1,517,878$1,517,878 â–²New Holding79,0150.3%Computer and TechnologyRBLXRoblox$1,491,035$1,491,035 â–²New Holding26,3620.3%Consumer DiscretionaryPDDPDD$1,306,780$1,306,780 â–²New Holding12,7890.2%Retail/WholesaleFNFabrinet$1,229,744$1,229,744 â–²New Holding2,3580.2%Computer and TechnologyWMGWarner Music Group$510,800$510,800 â–²New Holding20,0000.1%Consumer DiscretionaryMUMicron Technology$0$16,839,190 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$14,508,600 â–¼-100.0%00.0%Computer and TechnologyMCHPMicrochip Technology$0$9,239,400 â–¼-100.0%00.0%Computer and TechnologyNXPINXP Semiconductors$0$9,059,216 â–¼-100.0%00.0%Computer and TechnologyIWMiShares Russell 2000 ETF$0$7,630,960 â–¼-100.0%00.0%FinanceCIENCiena$0$7,483,840 â–¼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$7,257,600 â–¼-100.0%00.0%Computer and TechnologyCTSHCognizant Technology Solutions$0$6,723,000 â–¼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$6,678,165 â–¼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$6,364,215 â–¼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$6,326,550 â–¼-100.0%00.0%Computer and TechnologyFISFidelity National Information Services$0$6,313,700 â–¼-100.0%00.0%Business ServicesREDDIT INC$0$5,516,880 â–¼-100.0%00.0%CL ASHOPIFY INC$0$5,392,495 â–¼-100.0%00.0%CL A SUB VTG SHSMDBMongoDB$0$5,246,125 â–¼-100.0%00.0%Computer and TechnologyEXPEExpedia Group$0$5,099,580 â–¼-100.0%00.0%Retail/WholesaleCRDOCredo Technology Group$0$4,748,370 â–¼-100.0%00.0%Computer and TechnologyFISERV INC$0$3,996,615 â–¼-100.0%00.0%COMCVNACarvana$0$3,376,160 â–¼-100.0%00.0%Retail/WholesaleCSCOCisco Systems$0$3,081,200 â–¼-100.0%00.0%Computer and TechnologyFLEXFlex$0$3,021,000 â–¼-100.0%00.0%Computer and TechnologyAAPLApple$0$2,718,600 â–¼-100.0%00.0%Computer and TechnologySSentinelOne$0$1,500,000 â–¼-100.0%00.0%Computer and TechnologyOKTAOkta$0$1,383,520 â–¼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$1,328,040 â–¼-100.0%00.0%Computer and TechnologyMAPLEBEAR INC$0$1,124,500 â–¼-100.0%00.0%COMNETSKOPE INC$0$964,700 â–¼-100.0%00.0%CL ACIRCLE INTERNET GROUP INC$0$951,600 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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