Maytus Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Maytus Capital Management, LLC disclosed 65 US equity positions worth $542.9m in its Q2 2025 13F filing. The largest position was MA at 7.9% of the reported book, followed by MSFT and NVDA. Against the Q1 2025 filing, it opened 20 new positions, added to 18 and reduced 12 among the top 50 holdings.
What did Maytus Capital Management, LLC own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 7.9% | $42.7m | 76,013 | 86% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 5.5% | $29.7m | 59,729 | – | new |
| 3 | NVDA NVIDIA CORPORATION | Technology | 4.2% | $23.0m | 145,874 | 212% | added |
| 4 | META META PLATFORMS INC | Communication Services | 4.2% | $22.6m | 30,632 | 48% | added |
| 5 | AVGO BROADCOM INC | Technology | 3.5% | $19.1m | 69,430 | 202% | added |
| 6 | KLAC KLA CORP | Technology | 3.3% | $17.8m | 19,830 | 18% | added |
| 7 | XYZ BLOCK INC | Technology | 2.9% | $16.0m | 235,078 | – | new |
| 8 | TXN TEXAS INSTRS INC | Technology | 2.8% | $15.0m | 72,450 | – | new |
| 9 | INTU INTUIT | Technology | 2.6% | $14.3m | 18,094 | 69% | added |
| 10 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $13.3m | 60,500 | 156% | added |
| 11 | CYBERARK SOFTWARE LTD | 2.4% | $13.3m | 32,584 | 149% | added | |
| 12 | LRCX LAM RESEARCH CORP | Technology | 2.3% | $12.3m | 126,698 | -36% | reduced |
| 13 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.2% | $12.2m | 86,051 | 142% | added |
| 14 | PYPL PAYPAL HLDGS INC | Financial Services | 2.1% | $11.6m | 156,523 | 184% | added |
| 15 | TMUS T-MOBILE US INC | Communication Services | 2.1% | $11.6m | 48,619 | – | new |
| 16 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.0% | $11.1m | 14,495 | – | new |
| 17 | LITE LUMENTUM HLDGS INC | Technology | 2.0% | $10.9m | 114,930 | 38% | added |
| 18 | FLUTTER ENTMT PLC | 1.9% | $10.2m | 35,800 | 118% | added | |
| 19 | ZS ZSCALER INC | Technology | 1.9% | $10.1m | 32,298 | – | new |
| 20 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1.8% | $9.7m | 67,141 | – | new |
| 21 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.8% | $9.6m | 163,727 | 355% | added |
| 22 | EWY ISHARES INC | 1.7% | $9.3m | 129,140 | – | new | |
| 23 | NET CLOUDFLARE INC | Technology | 1.6% | $8.9m | 45,464 | -35% | reduced |
| 24 | SNPS SYNOPSYS INC | Technology | 1.6% | $8.8m | 17,105 | – | new |
| 25 | ORCL ORACLE CORP | Technology | 1.5% | $8.4m | 38,326 | – | new |
| 26 | CIEN CIENA CORP | Technology | 1.5% | $8.3m | 101,808 | – | new |
| 27 | CLS CELESTICA INC | Technology | 1.5% | $8.0m | 51,244 | 28% | added |
| 28 | DAY DAYFORCE INC | 1.4% | $7.5m | 135,589 | 167% | added | |
| 29 | SNDK SANDISK CORP | Technology | 1.3% | $7.2m | 158,034 | -18% | reduced |
| 30 | WDC WESTERN DIGITAL CORP | Technology | 1.3% | $7.0m | 108,618 | -10% | reduced |
| 31 | PINS PINTEREST INC | Communication Services | 1.3% | $6.9m | 193,590 | – | new |
| 32 | ON ON SEMICONDUCTOR CORP | Technology | 1.2% | $6.4m | 122,657 | – | new |
| 33 | MNDY MONDAY COM LTD | Technology | 1.2% | $6.4m | 20,392 | -9% | reduced |
| 34 | SNOW SNOWFLAKE INC | Technology | 1.2% | $6.4m | 28,415 | -15% | reduced |
| 35 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 1.2% | $6.2m | 144,332 | – | new |
| 36 | SAP SAP SE | Technology | 1.1% | $6.1m | 19,905 | -41% | reduced |
| 37 | STM STMICROELECTRONICS N V | Technology | 1.1% | $5.7m | 188,846 | -6% | reduced |
| 38 | JBL JABIL INC | Technology | 1.0% | $5.5m | 25,099 | – | new |
| 39 | Z ZILLOW GROUP INC | Communication Services | 1.0% | $5.4m | 76,930 | -44% | reduced |
| 40 | ROKU ROKU INC | Communication Services | 0.9% | $4.8m | 54,130 | – | new |
| 41 | COIN COINBASE GLOBAL INC | Financial Services | 0.9% | $4.7m | 13,310 | – | new |
| 42 | ESTC ELASTIC N V | Technology | 0.9% | $4.6m | 55,106 | – | new |
| 43 | WMG WARNER MUSIC GROUP CORP | Communication Services | 0.8% | $4.6m | 169,400 | 324% | added |
| 44 | CART MAPLEBEAR INC | Consumer Cyclical | 0.8% | $4.3m | 94,399 | 4% | added |
| 45 | OKTA OKTA INC | Technology | 0.8% | $4.2m | 42,240 | -2% | reduced |
| 46 | PDD PDD HOLDINGS INC | Consumer Cyclical | 0.7% | $3.6m | 34,500 | 48% | added |
| 47 | DASH DOORDASH INC | Consumer Cyclical | 0.6% | $3.4m | 13,963 | – | new |
| 48 | APP APPLOVIN CORP | Communication Services | 0.6% | $3.4m | 9,800 | -46% | reduced |
| 49 | RDDT REDDIT INC | Communication Services | 0.6% | $3.4m | 22,660 | – | new |
| 50 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.6% | $3.4m | 29,931 | -52% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.