Maytus Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Maytus Capital Management, LLC disclosed 62 US equity positions worth $561.9m in its Q1 2026 13F filing. The largest position was V at 7.2% of the reported book, followed by TXN and AMAT.
What did Maytus Capital Management, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 7.2% | $40.6m | 134,217 | – | |
| 2 | TXN TEXAS INSTRS INC | Technology | 6.1% | $34.2m | 175,943 | – | |
| 3 | AMAT APPLIED MATLS INC | Technology | 6.1% | $34.1m | 99,875 | – | |
| 4 | ASML ASML HLDG NV | Technology | 4.5% | $25.3m | 19,148 | – | |
| 5 | T AT&T INC | Communication Services | 4.2% | $23.7m | 816,145 | – | |
| 6 | INTC INTEL CORP | Technology | 3.8% | $21.6m | 489,475 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 3.6% | $20.5m | 71,263 | – | |
| 8 | DELL DELL TECHNOLOGIES INC | Technology | 3.6% | $20.2m | 122,923 | – | |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 2.8% | $15.7m | 75,562 | – | |
| 10 | WDC WESTERN DIGITAL CORP | Technology | 2.5% | $14.2m | 52,501 | – | |
| 11 | ON ON SEMICONDUCTOR CORP | Technology | 2.1% | $11.9m | 191,939 | – | |
| 12 | EWY ISHARES INC | 2.1% | $11.6m | 93,962 | – | ||
| 13 | JBL JABIL INC | Technology | 2.0% | $11.2m | 42,114 | – | |
| 14 | GLW CORNING INC | Technology | 1.9% | $10.8m | 79,414 | – | |
| 15 | NOK NOKIA CORP | Technology | 1.8% | $10.3m | 1,286,951 | – | |
| 16 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 1.8% | $10.2m | 88,912 | – | |
| 17 | NVDA NVIDIA CORPORATION | Technology | 1.8% | $10.2m | 58,338 | – | |
| 18 | BIDU BAIDU INC | Communication Services | 1.8% | $10.0m | 89,428 | – | |
| 19 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1.7% | $9.6m | 76,742 | – | |
| 20 | SNPS SYNOPSYS INC | Technology | 1.7% | $9.6m | 24,244 | – | |
| 21 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.7% | $9.3m | 23,910 | – | |
| 22 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 1.7% | $9.3m | 38,367 | – | |
| 23 | STM STMICROELECTRONICS N V | Technology | 1.7% | $9.3m | 268,713 | – | |
| 24 | XYZ BLOCK INC | Technology | 1.6% | $9.2m | 153,516 | – | |
| 25 | CLS CELESTICA INC | Technology | 1.6% | $9.2m | 32,611 | – | |
| 26 | ADI ANALOG DEVICES INC | Technology | 1.6% | $9.2m | 28,770 | – | |
| 27 | CRM SALESFORCE INC | Technology | 1.5% | $8.6m | 45,836 | – | |
| 28 | FTNT FORTINET INC | Technology | 1.5% | $8.4m | 102,323 | – | |
| 29 | NET CLOUDFLARE INC | Technology | 1.5% | $8.3m | 40,296 | – | |
| 30 | HUBS HUBSPOT INC | Technology | 1.3% | $7.4m | 30,209 | – | |
| 31 | INTU INTUIT | Technology | 1.3% | $7.3m | 16,969 | – | |
| 32 | Z ZILLOW GROUP INC | Communication Services | 1.2% | $6.9m | 166,313 | – | |
| 33 | CHECK POINT SOFTWARE TECH LT | 1.2% | $6.5m | 45,590 | – | ||
| 34 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.1% | $6.4m | 1,510 | – | |
| 35 | U UNITY SOFTWARE INC | Technology | 1.1% | $6.1m | 279,870 | – | |
| 36 | ROKU ROKU INC | Communication Services | 1.1% | $6.0m | 63,922 | – | |
| 37 | ACCENTURE PLC IRELAND | 1.1% | $6.0m | 30,121 | – | ||
| 38 | DDOG DATADOG INC | Technology | 1.0% | $5.5m | 46,169 | – | |
| 39 | AVGO BROADCOM INC | Technology | 0.9% | $5.1m | 16,409 | – | |
| 40 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.9% | $5.1m | 72,900 | – | |
| 41 | LITE LUMENTUM HLDGS INC | Technology | 0.9% | $5.1m | 7,187 | – | |
| 42 | DASH DOORDASH INC | Consumer Cyclical | 0.9% | $5.0m | 32,975 | – | |
| 43 | NBIS NEBIUS GROUP N.V. | Communication Services | 0.8% | $4.5m | 43,645 | – | |
| 44 | PYPL PAYPAL HLDGS INC | Financial Services | 0.8% | $4.5m | 99,571 | – | |
| 45 | SNOW SNOWFLAKE INC | Technology | 0.7% | $3.9m | 25,614 | – | |
| 46 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 0.6% | $3.6m | 17,934 | – | |
| 47 | DIS DISNEY WALT CO | Communication Services | 0.6% | $3.6m | 37,792 | – | |
| 48 | QRVO QORVO INC | Technology | 0.5% | $3.0m | 38,312 | – | |
| 49 | TSLA TESLA INC | Consumer Cyclical | 0.5% | $2.8m | 7,458 | – | |
| 50 | FLUTTER ENTMT PLC | 0.5% | $2.7m | 26,856 | – |
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.