Maytus Capital Management, LLC

13F filer · CIK 0001708759

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$636MU.S. long equity reported on 13F

Positions6136 new · 36 closed

Net flow last quarter-$187MBuys minus sells

Top 10 positions weight44.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202661 positions
AMATApplied Materials Inc	$49.2M	7.74%	0.01%	-31.8%	Q4 2018
STXSeagate Technology Holdings plc	$47.3M	7.44%	0.02%	Not reported	Q1 2019
TXNTexas Instruments Inc	$37.3M	5.86%	0.01%	-29.0%	Q2 2022
MUMicron Technology Inc	$28.9M	4.54%	0.00%	Not reported	Q2 2019
STMSTMicroelectronics N.V.	$26.7M	4.19%	0.04%	+32.5%	Q4 2020
VVisa Inc.	$25.1M	3.94%	0.00%	-45.5%	Q4 2018
LRCXLam Research Corp	$21.7M	3.41%	0.00%	Not reported	Q2 2019
CRMSalesforce, Inc.	$15.7M	2.46%	0.01%	+118.2%	Q4 2018
TAt&T Inc.	$15.3M	2.41%	0.01%	-9.4%	Q3 2025
FLEXFlex Ltd.	$15.2M	2.40%	0.03%	Not reported	Q3 2025
AMDAdvanced Micro Devices Inc	$15.1M	2.38%	0.00%	Not reported	Q4 2018
DDOGDatadog, Inc.	$14.4M	2.27%	0.07%	+20.1%	Q3 2019
FTNTFortinet, Inc.	$13.8M	2.17%	0.01%	-12.0%	Q2 2019
GPNGlobal Payments Inc	$13.1M	2.06%	0.07%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$13M	2.04%	Not reported	Not reported	Q4 2018
MTSIMACOM Technology Solutions Holdings, Inc.	$11.5M	1.80%	0.04%	New	Q2 2026
AMZNAmazon Com Inc	$11.4M	1.80%	0.00%	-36.5%	Q4 2018
NOKNokia Corp	$10.8M	1.71%	0.01%	-36.5%	Q2 2019
MKSIMKS Inc	$10.8M	1.71%	0.04%	New	Q2 2026
SNOWSnowflake Inc.	$10.7M	1.68%	0.01%	+64.0%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$10.2M	1.61%	0.01%	-44.0%	Q4 2019
ANETArista Networks, Inc.	$9.68M	1.52%	0.00%	Not reported	Q4 2018
BIDUBaidu, Inc.	$9.14M	1.44%	Not reported	-10.5%	Q1 2019
AFRMAffirm Holdings, Inc.	$9.12M	1.43%	0.19%	Not reported	Q3 2025
NVDANvidia Corp	$9M	1.42%	0.00%	-22.9%	Q4 2018
TMUST-Mobile US, Inc.	$8.39M	1.32%	0.00%	Not reported	Q2 2023
FFIVF5, Inc.	$8.29M	1.30%	0.04%	+212.4%	Q1 2026
TTWOTake Two Interactive Software Inc	$8.06M	1.27%	0.02%	+173.4%	Q1 2019
COHRCoherent Corp.	$7.49M	1.18%	0.01%	New	Q2 2026
TEAMAtlassian Corp	$7.31M	1.15%	Not reported	Not reported	Q4 2018
HPEHewlett Packard Enterprise Co	$7.22M	1.14%	0.01%	Not reported	Q1 2022
ABNBAirbnb, Inc.	$7.16M	1.13%	Not reported	Not reported	Q3 2021
OKTAOkta, Inc.	$7.1M	1.12%	Not reported	Not reported	Q2 2019
WWayfair Inc.	$7.03M	1.11%	Not reported	Not reported	Q2 2019
XYZBlock, Inc.	$6.84M	1.08%	Not reported	-41.4%	Q3 2019
HOODRobinhood Markets, Inc.	$6.6M	1.04%	0.03%	-9.8%	Q1 2025
EXPEExpedia Group, Inc.	$6.3M	0.99%	0.02%	Not reported	Q4 2018
FROGJFrog Ltd	$6M	0.94%	0.05%	New	Q2 2026
NBISNebius Group N.V.	$5.38M	0.85%	0.01%	-55.4%	Q4 2025
HUBSHubspot Inc	$5.11M	0.80%	0.06%	-7.3%	Q3 2020
GLWCorning Inc	$5.11M	0.80%	0.00%	-74.8%	Q3 2024
BABAAlibaba Group Holding Ltd	$4.8M	0.75%	0.00%	-34.9%	Q4 2018
JDJD.com, Inc.	$4.71M	0.74%	0.01%	Not reported	Q1 2019
WMTWalmart Inc.	$4.47M	0.70%	0.00%	New	Q2 2026
ALABAstera Labs, Inc.	$4.35M	0.68%	0.01%	New	Q2 2026
CTSHCognizant Technology Solutions Corp	$4.26M	0.67%	0.02%	Not reported	Q1 2019
SPOTSpotify Technology S.A.	$4.02M	0.63%	0.00%	Not reported	Q1 2023
UUnity Software Inc.	$3.89M	0.61%	0.03%	-51.4%	Q1 2022
SESea Ltd	$3.83M	0.60%	0.02%	Not reported	Q2 2019
ORCLOracle Corp	$3.61M	0.57%	0.00%	Not reported	Q4 2018

Q1 2026Reported May 15, 202661 positions
VVisa Inc.	$40.6M	7.22%	0.01%	+37.7%	Q4 2018
TXNTexas Instruments Inc	$34.2M	6.08%	0.02%	Not reported	Q2 2022
AMATApplied Materials Inc	$34.1M	6.07%	0.01%	+40.7%	Q4 2018
ASMLAsml Holding NV	$25.3M	4.50%	0.01%	+74.1%	Q4 2018
TAt&T Inc.	$23.7M	4.21%	0.01%	-7.3%	Q3 2025
INTCIntel Corp	$21.6M	3.84%	0.01%	Not reported	Q1 2019
GOOGLAlphabet Inc.	$20.5M	3.65%	0.00%	+159.1%	Q4 2018
DELLDell Technologies Inc.	$20.2M	3.59%	0.02%	Not reported	Q4 2018
AMZNAmazon Com Inc	$15.7M	2.80%	0.00%	+136.1%	Q4 2018
WDCWestern Digital Corp	$14.2M	2.53%	0.02%	-57.3%	Q2 2019
ONOn Semiconductor Corp	$11.9M	2.11%	0.05%	+28.0%	Q1 2019
JBLJabil Inc	$11.2M	1.99%	0.04%	+20.3%	Q1 2024
GLWCorning Inc	$10.8M	1.92%	0.01%	Not reported	Q3 2024
NOKNokia Corp	$10.3M	1.84%	0.02%	Not reported	Q2 2019
AKAMAkamai Technologies Inc	$10.2M	1.82%	0.06%	+492.8%	Q4 2025
NVDANvidia Corp	$10.2M	1.81%	0.00%	-41.7%	Q4 2018
BIDUBaidu, Inc.	$9.96M	1.77%	Not reported	+135.3%	Q1 2019
BABAAlibaba Group Holding Ltd	$9.63M	1.71%	0.00%	+87.2%	Q4 2018
SNPSSynopsys Inc	$9.61M	1.71%	0.01%	+304.1%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$9.33M	1.66%	0.01%	+497.8%	Q4 2019
IBMInternational Business Machines Corp	$9.3M	1.65%	0.00%	+113.2%	Q3 2019
STMSTMicroelectronics N.V.	$9.28M	1.65%	0.03%	Not reported	Q4 2020
XYZBlock, Inc.	$9.24M	1.64%	Not reported	+48.3%	Q3 2019
CLSCelestica Inc	$9.19M	1.63%	0.03%	Not reported	Q1 2025
ADIAnalog Devices Inc	$9.15M	1.63%	0.01%	Not reported	Q4 2018
CRMSalesforce, Inc.	$8.56M	1.52%	0.01%	+69.8%	Q4 2018
FTNTFortinet, Inc.	$8.36M	1.49%	0.01%	+87.8%	Q2 2019
NETCloudflare, Inc.	$8.31M	1.48%	Not reported	+571.6%	Q4 2022
HUBSHubspot Inc	$7.37M	1.31%	0.06%	Not reported	Q3 2020
INTUIntuit Inc.	$7.34M	1.31%	0.01%	+13.1%	Q3 2019
ZZillow Group, Inc.	$6.88M	1.22%	Not reported	Not reported	Q4 2019
CHKPCheck Point Software Technologies Ltd	$6.51M	1.16%	0.04%	+52.0%	Q1 2019
BKNGBooking Holdings Inc.	$6.36M	1.13%	0.00%	Not reported	Q1 2019
UUnity Software Inc.	$6.14M	1.09%	0.06%	+166.5%	Q1 2022
ROKURoku, Inc	$6.05M	1.08%	0.04%	+45.3%	Q3 2020
ACNAccenture plc	$5.97M	1.06%	0.00%	Not reported	Q2 2022
DDOGDatadog, Inc.	$5.45M	0.97%	0.06%	Not reported	Q3 2019
AVGOBroadcom Inc.	$5.08M	0.90%	0.00%	Not reported	Q4 2018
HOODRobinhood Markets, Inc.	$5.05M	0.90%	0.03%	+65.7%	Q1 2025
LITELumentum Holdings Inc.	$5.05M	0.90%	0.01%	-48.7%	Q1 2019
DASHDoorDash, Inc.	$4.95M	0.88%	Not reported	Not reported	Q1 2022
NBISNebius Group N.V.	$4.53M	0.81%	0.02%	+445.6%	Q4 2025
PYPLPayPal Holdings, Inc.	$4.5M	0.80%	0.01%	Not reported	Q4 2018
SNOWSnowflake Inc.	$3.86M	0.69%	0.01%	-39.0%	Q4 2021
ADPAutomatic Data Processing Inc	$3.64M	0.65%	0.00%	+497.8%	Q1 2022
DISWalt Disney Co	$3.64M	0.65%	0.00%	+26.0%	Q3 2019
QRVOQorvo, Inc.	$2.97M	0.53%	0.04%	-48.9%	Q4 2019
TSLATesla, Inc.	$2.77M	0.49%	0.00%	Not reported	Q3 2020
FLUTFlutter Entertainment plc	$2.74M	0.49%	0.02%	+67.9%	Q4 2024
TTWOTake Two Interactive Software Inc	$2.33M	0.41%	0.01%	Not reported	Q1 2019

Q4 2025Reported Feb 17, 202659 positions
VVisa Inc.	$34.2M	8.08%	0.01%	Not reported	Q4 2018
TAt&T Inc.	$21.9M	5.17%	0.01%	+95.7%	Q3 2025
WDCWestern Digital Corp	$21.2M	5.01%	0.04%	-36.6%	Q2 2019
NVDANvidia Corp	$18.7M	4.41%	0.00%	+122.2%	Q4 2018
AMATApplied Materials Inc	$18.2M	4.31%	0.01%	+446.2%	Q4 2018
MUMicron Technology Inc	$16.8M	3.98%	0.01%	-4.8%	Q2 2019
MSFTMicrosoft Corp	$14.5M	3.43%	0.00%	-17.8%	Q2 2019
ASMLAsml Holding NV	$11.8M	2.78%	0.00%	+1.9%	Q4 2018
INTUIntuit Inc.	$9.94M	2.35%	0.01%	+2900.0%	Q3 2019
MCHPMicrochip Technology Inc	$9.24M	2.18%	0.03%	-28.8%	Q2 2021
SNOWSnowflake Inc.	$9.21M	2.18%	0.01%	+30.5%	Q4 2021
NXPINXP Semiconductors N.V.	$9.06M	2.14%	0.02%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$8.61M	2.03%	0.00%	+1.9%	Q4 2018
ONOn Semiconductor Corp	$8.12M	1.92%	0.04%	-15.7%	Q1 2019
JBLJabil Inc	$7.98M	1.89%	0.03%	Not reported	Q1 2024
CIENCiena Corp	$7.48M	1.77%	0.02%	Not reported	Q4 2019
AMZNAmazon Com Inc	$7.39M	1.75%	0.00%	Not reported	Q4 2018
CFLTConfluent, Inc.	$7.26M	1.72%	0.22%	New	Q4 2025
CRMSalesforce, Inc.	$7.15M	1.69%	0.00%	Not reported	Q4 2018
XYZBlock, Inc.	$6.74M	1.59%	Not reported	+0.6%	Q3 2019
CTSHCognizant Technology Solutions Corp	$6.72M	1.59%	0.02%	Not reported	Q1 2019
SPOTSpotify Technology S.A.	$6.68M	1.58%	0.01%	+13.9%	Q1 2023
ADSKAutodesk, Inc.	$6.36M	1.50%	0.01%	+5.4%	Q1 2023
QRVOQorvo, Inc.	$6.34M	1.50%	0.08%	+17.1%	Q4 2019
AFRMAffirm Holdings, Inc.	$6.33M	1.50%	0.14%	+19.7%	Q3 2025
FISFidelity National Information Services, Inc.	$6.31M	1.49%	0.02%	+26.7%	Q4 2019
BABAAlibaba Group Holding Ltd	$6.01M	1.42%	0.00%	-45.8%	Q4 2018
CHKPCheck Point Software Technologies Ltd	$5.57M	1.32%	0.03%	+11.7%	Q1 2019
RDDTReddit, Inc.	$5.52M	1.30%	Not reported	Not reported	Q3 2024
SHOPShopify Inc.	$5.39M	1.27%	0.01%	-14.1%	Q1 2023
IBMInternational Business Machines Corp	$5.33M	1.26%	0.00%	+45.2%	Q3 2019
MDBMongoDB, Inc.	$5.25M	1.24%	0.02%	+792.9%	Q4 2018
LITELumentum Holdings Inc.	$5.16M	1.22%	0.02%	-76.7%	Q1 2019
EXPEExpedia Group, Inc.	$5.1M	1.21%	0.02%	Not reported	Q4 2018
HOODRobinhood Markets, Inc.	$4.98M	1.18%	0.02%	Not reported	Q1 2025
BIDUBaidu, Inc.	$4.97M	1.17%	Not reported	+88.2%	Q1 2019
ROKURoku, Inc	$4.77M	1.13%	0.03%	Not reported	Q3 2020
CRDOCredo Technology Group Holding Ltd	$4.75M	1.12%	0.02%	New	Q4 2025
UUnity Software Inc.	$4.64M	1.10%	0.02%	Not reported	Q1 2022
FTNTFortinet, Inc.	$4.33M	1.02%	0.01%	Not reported	Q2 2019
FISVFiserv Inc	$4M	0.94%	0.01%	Not reported	Q1 2019
FLUTFlutter Entertainment plc	$3.44M	0.81%	0.01%	-38.5%	Q4 2024
DISWalt Disney Co	$3.41M	0.81%	0.00%	Not reported	Q3 2019
CVNACarvana Co.	$3.38M	0.80%	Not reported	New	Q4 2025
CSCOCisco Systems, Inc.	$3.08M	0.73%	0.00%	Not reported	Q1 2020
FLEXFlex Ltd.	$3.02M	0.71%	0.01%	-40.5%	Q3 2025
SNPSSynopsys Inc	$2.82M	0.67%	0.00%	+25.0%	Q1 2024
AAPLApple Inc.	$2.72M	0.64%	0.00%	-80.5%	Q3 2019
CRWDCrowdStrike Holdings, Inc.	$1.88M	0.44%	0.00%	Not reported	Q4 2019
SSentinelOne, Inc.	$1.5M	0.35%	Not reported	-38.3%	Q2 2021

Q3 2025Reported Nov 14, 202563 positions
MAMastercard Inc	$27.3M	5.85%	0.00%	-36.9%	Q3 2019
WDCWestern Digital Corp	$23.3M	5.00%	0.06%	+78.7%	Q2 2019
MSFTMicrosoft Corp	$18.9M	4.05%	0.00%	-38.9%	Q2 2019
BABAAlibaba Group Holding Ltd	$13.5M	2.90%	0.00%	+152.6%	Q4 2018
MCHPMicrochip Technology Inc	$13.1M	2.81%	0.04%	Not reported	Q2 2021
AAPLApple Inc.	$13M	2.80%	0.00%	Not reported	Q3 2019
TAt&T Inc.	$12.7M	2.72%	0.01%	New	Q3 2025
NOWServiceNow, Inc.	$11.2M	2.40%	0.01%	+354.2%	Q4 2020
PANWPalo Alto Networks Inc	$10.5M	2.26%	0.01%	Not reported	Q3 2020
ASMLAsml Holding NV	$10.5M	2.24%	0.00%	Not reported	Q4 2018
HPEHewlett Packard Enterprise Co	$10.4M	2.23%	0.03%	+253.3%	Q1 2022
MUMicron Technology Inc	$10.4M	2.23%	0.01%	Not reported	Q2 2019
LITELumentum Holdings Inc.	$9.76M	2.09%	0.08%	-47.8%	Q1 2019
WIXWix.com Ltd.	$8.99M	1.93%	0.09%	+138.0%	Q4 2021
ONOn Semiconductor Corp	$8.78M	1.88%	0.04%	+45.1%	Q1 2019
VZVerizon Communications Inc	$8.7M	1.87%	0.00%	+37.2%	Q2 2025
LRCXLam Research Corp	$8.57M	1.84%	0.01%	-49.5%	Q2 2019
NVDANvidia Corp	$8.4M	1.80%	0.00%	-69.2%	Q4 2018
ZSZscaler, Inc.	$8.38M	1.80%	0.02%	-13.4%	Q1 2020
GLWCorning Inc	$7.71M	1.65%	0.01%	Not reported	Q3 2024
XYZBlock, Inc.	$7.44M	1.60%	Not reported	-56.2%	Q3 2019
SNOWSnowflake Inc.	$7.26M	1.56%	0.01%	+13.3%	Q4 2021
AVGOBroadcom Inc.	$7.13M	1.53%	0.00%	-68.9%	Q4 2018
SPOTSpotify Technology S.A.	$7.05M	1.51%	0.01%	-30.3%	Q1 2023
RBLXRoblox Corp	$6.82M	1.46%	0.01%	Not reported	Q1 2025
GFSGLOBALFOUNDRIES Inc.	$6.81M	1.46%	0.03%	Not reported	Q1 2022
FLUTFlutter Entertainment plc	$6.6M	1.42%	0.01%	-27.4%	Q4 2024
GOOGLAlphabet Inc.	$6.56M	1.41%	0.00%	Not reported	Q4 2018
ADSKAutodesk, Inc.	$6.48M	1.39%	0.01%	Not reported	Q1 2023
BKNGBooking Holdings Inc.	$6.48M	1.39%	0.00%	Not reported	Q1 2019
QRVOQorvo, Inc.	$5.83M	1.25%	0.07%	Not reported	Q4 2019
SHOPShopify Inc.	$5.8M	1.24%	0.01%	Not reported	Q1 2023
CLSCelestica Inc	$5.67M	1.22%	0.02%	-55.1%	Q1 2025
CHKPCheck Point Software Technologies Ltd	$5.56M	1.19%	0.03%	Not reported	Q1 2019
GPNGlobal Payments Inc	$5.51M	1.18%	0.03%	Not reported	Q1 2019
COINCoinbase Global, Inc.	$5.26M	1.13%	0.01%	+17.2%	Q4 2021
AFRMAffirm Holdings, Inc.	$5.19M	1.11%	0.12%	New	Q3 2025
WDAYWorkday, Inc.	$5.19M	1.11%	0.01%	Not reported	Q1 2019
FISFidelity National Information Services, Inc.	$4.95M	1.06%	0.01%	Not reported	Q4 2019
FLEXFlex Ltd.	$4.87M	1.04%	0.02%	New	Q3 2025
DDOGDatadog, Inc.	$4.77M	1.02%	0.04%	+509.1%	Q3 2019
ADPAutomatic Data Processing Inc	$4.26M	0.91%	0.00%	Not reported	Q1 2022
TCOMTrip.com Group Ltd	$4.2M	0.90%	0.01%	-65.9%	Q4 2020
CDNSCadence Design Systems Inc	$4.15M	0.89%	0.00%	Not reported	Q4 2018
DASHDoorDash, Inc.	$3.54M	0.76%	Not reported	-6.9%	Q1 2022
IBMInternational Business Machines Corp	$3.5M	0.75%	0.00%	Not reported	Q3 2019
SMCISuper Micro Computer, Inc.	$3.36M	0.72%	0.01%	New	Q3 2025
WMGWarner Music Group Corp.	$2.87M	0.62%	7894.76%	-50.2%	Q1 2024
SSentinelOne, Inc.	$2.85M	0.61%	Not reported	+2.1%	Q2 2021
AMATApplied Materials Inc	$2.66M	0.57%	0.00%	Not reported	Q4 2018

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