Maytus Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$561.9M
Q ending 2026-03-31
Prior quarter
$423.2M
Q ending 2025-12-31
Change
+32.8% QoQ · +72.9% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Visa Inc | V | Shares | $40.6M | 134K |
| Texas Instrs Inc | TXN | Shares | $34.2M | 176K |
| Applied Matls Inc | AMAT | Shares | $34.1M | 100K |
| Asml Hldg Nv | Shares | $25.3M | 19K | |
| At&T Inc | T | Shares | $23.7M | 816K |
| Intel Corp | INTC | Shares | $21.6M | 489K |
| Alphabet Inc | GOOGL | Shares | $20.5M | 71K |
| Dell Technologies Inc | DELL | Shares | $20.2M | 123K |
| Amazon Com Inc | AMZN | Shares | $15.7M | 76K |
| Western Digital Corp | WDC | Shares | $14.2M | 53K |
| On Semiconductor Corp | ON | Shares | $11.9M | 192K |
| Ishares Inc | EWY | Shares | $11.6M | 94K |
| Jabil Inc | JBL | Shares | $11.2M | 42K |
| Corning Inc | GLW | Shares | $10.8M | 79K |
| Nokia Corp | NOK | Shares | $10.3M | 1.3M |
| Akamai Technologies Inc | AKAM | Shares | $10.2M | 89K |
| Nvidia Corporation | NVDA | Shares | $10.2M | 58K |
| Baidu Inc | BIDU | Shares | $10.0M | 89K |
| Alibaba Group Hldg Ltd | BABA | Shares | $9.6M | 77K |
| Synopsys Inc | SNPS | Shares | $9.6M | 24K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $9.3M | 24K |
| International Business Machs | IBM | Shares | $9.3M | 38K |
| Stmicroelectronics N V | STM | Shares | $9.3M | 269K |
| Block Inc | XYZ | Shares | $9.2M | 154K |
| Celestica Inc | CLS | Shares | $9.2M | 33K |
| Analog Devices Inc | ADI | Shares | $9.2M | 29K |
| Salesforce Inc | CRM | Shares | $8.6M | 46K |
| Fortinet Inc | FTNT | Shares | $8.4M | 102K |
| Cloudflare Inc | NET | Shares | $8.3M | 40K |
| Hubspot Inc | HUBS | Shares | $7.4M | 30K |
| Intuit | INTU | Shares | $7.3M | 17K |
| Zillow Group Inc | Z | Shares | $6.9M | 166K |
| Check Point Software Tech Lt | Shares | $6.5M | 46K | |
| Booking Holdings Inc | BKNG | Shares | $6.4M | 2K |
| Unity Software Inc | U | Shares | $6.1M | 280K |
| Roku Inc | ROKU | Shares | $6.0M | 64K |
| Accenture Plc Ireland | Shares | $6.0M | 30K | |
| Datadog Inc | DDOG | Shares | $5.5M | 46K |
| Broadcom Inc | AVGO | Shares | $5.1M | 16K |
| Robinhood Mkts Inc | HOOD | Shares | $5.1M | 73K |
| Lumentum Hldgs Inc | LITE | Shares | $5.1M | 7K |
| Doordash Inc | DASH | Shares | $5.0M | 33K |
| Nebius Group N.V. | Shares | $4.5M | 44K | |
| Paypal Hldgs Inc | PYPL | Shares | $4.5M | 100K |
| Snowflake Inc | SNOW | Shares | $3.9M | 26K |
| Automatic Data Processing In | ADP | Shares | $3.6M | 18K |
| Disney Walt Co | DIS | Shares | $3.6M | 38K |
| Qorvo Inc | QRVO | Shares | $3.0M | 38K |
| Tesla Inc | TSLA | Shares | $2.8M | 7K |
| Flutter Entmt Plc | Shares | $2.7M | 27K | |
| Take-Two Interactive Softwar | TTWO | Shares | $2.3M | 12K |
| L3Harris Technologies Inc | LHX | Shares | $2.2M | 6K |
| F5 Inc | FFIV | Shares | $1.8M | 6K |
| Northrop Grumman Corp | NOC | Shares | $1.7M | 3K |
| Rtx Corporation | RTX | Shares | $1.7M | 9K |
| Lockheed Martin Corp | LMT | Shares | $1.5M | 3K |
| Figma Inc | FIG | Shares | $1.5M | 73K |
| Hp Inc | HPQ | Shares | $1.5M | 79K |
| Roblox Corp | RBLX | Shares | $1.5M | 26K |
| Pdd Holdings Inc | PDD | Shares | $1.3M | 13K |
| Fabrinet | Shares | $1.2M | 2K | |
| Warner Music Group Corp | WMG | Shares | $511K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.