Maytus Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Maytus Capital Management, LLC disclosed 62 US equity positions worth $635.7m in its Q2 2026 13F filing. The largest position was AMAT at 7.7% of the reported book, followed by STX and TXN. Against the Q1 2026 filing, it opened 27 new positions, added to 6 and reduced 17 among the top 50 holdings.
What did Maytus Capital Management, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMAT APPLIED MATLS INC | Technology | 7.7% | $49.2m | 68,081 | -32% | reduced |
| 2 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 7.4% | $47.3m | 49,000 | – | new |
| 3 | TXN TEXAS INSTRS INC | Technology | 5.9% | $37.3m | 125,000 | -29% | reduced |
| 4 | MU MICRON TECHNOLOGY INC | Technology | 4.5% | $28.9m | 25,000 | – | new |
| 5 | STM STMICROELECTRONICS N V | Technology | 4.2% | $26.7m | 356,000 | 32% | added |
| 6 | V VISA INC | Financial Services | 3.9% | $25.1m | 73,088 | -46% | reduced |
| 7 | LRCX LAM RESEARCH CORP | Technology | 3.4% | $21.7m | 50,000 | – | new |
| 8 | CRM SALESFORCE INC | Technology | 2.5% | $15.7m | 100,000 | 118% | added |
| 9 | T AT&T INC | Communication Services | 2.4% | $15.3m | 739,161 | -9% | reduced |
| 10 | FLEX FLEX LTD | Technology | 2.4% | $15.2m | 93,991 | – | new |
| 11 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.4% | $15.1m | 26,000 | – | new |
| 12 | DDOG DATADOG INC | Technology | 2.3% | $14.4m | 55,437 | 20% | added |
| 13 | XOP SPDR SERIES TRUST | 2.2% | $14.0m | 90,450 | – | new | |
| 14 | FTNT FORTINET INC | Technology | 2.2% | $13.8m | 90,000 | -12% | reduced |
| 15 | GPN GLOBAL PMTS INC | Industrials | 2.1% | $13.1m | 180,064 | – | new |
| 16 | META META PLATFORMS INC | Communication Services | 2.0% | $13.0m | 23,000 | – | new |
| 17 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 1.8% | $11.5m | 30,150 | – | new |
| 18 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $11.4m | 48,000 | -36% | reduced |
| 19 | NOK NOKIA CORP | Technology | 1.7% | $10.8m | 816,967 | -37% | reduced |
| 20 | MKSI MKS INC. | Technology | 1.7% | $10.8m | 24,369 | – | new |
| 21 | SNOW SNOWFLAKE INC | Technology | 1.7% | $10.7m | 42,000 | 64% | added |
| 22 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $10.2m | 13,400 | -44% | reduced |
| 23 | ANET ARISTA NETWORKS INC | Technology | 1.5% | $9.7m | 57,000 | – | new |
| 24 | BIDU BAIDU INC | Communication Services | 1.4% | $9.1m | 80,000 | -11% | reduced |
| 25 | AFRM AFFIRM HLDGS INC | Financial Services | 1.4% | $9.1m | 111,847 | – | new |
| 26 | NVDA NVIDIA CORPORATION | Technology | 1.4% | $9.0m | 45,000 | -23% | reduced |
| 27 | TMUS T-MOBILE US INC | Communication Services | 1.3% | $8.4m | 50,000 | – | new |
| 28 | FFIV F5 INC | Technology | 1.3% | $8.3m | 19,937 | 212% | added |
| 29 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1.3% | $8.1m | 32,232 | 173% | added |
| 30 | COHR COHERENT CORP | Technology | 1.2% | $7.5m | 19,000 | – | new |
| 31 | TEAM ATLASSIAN CORPORATION | Technology | 1.2% | $7.3m | 94,000 | – | new |
| 32 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.1% | $7.2m | 160,000 | – | new |
| 33 | ABNB AIRBNB INC | Consumer Cyclical | 1.1% | $7.2m | 50,000 | – | new |
| 34 | OKTA OKTA INC | Technology | 1.1% | $7.1m | 52,000 | – | new |
| 35 | W WAYFAIR INC | Consumer Cyclical | 1.1% | $7.0m | 76,060 | – | new |
| 36 | XYZ BLOCK INC | Technology | 1.1% | $6.8m | 90,000 | -41% | reduced |
| 37 | HOOD ROBINHOOD MKTS INC | Financial Services | 1.0% | $6.6m | 65,786 | -10% | reduced |
| 38 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 1.0% | $6.3m | 24,616 | – | new |
| 39 | FROG JFROG LTD | Technology | 0.9% | $6.0m | 66,000 | – | new |
| 40 | NBIS NEBIUS GROUP N.V. | Communication Services | 0.8% | $5.4m | 19,479 | -55% | reduced |
| 41 | HUBS HUBSPOT INC | Technology | 0.8% | $5.1m | 28,000 | -7% | reduced |
| 42 | GLW CORNING INC | Technology | 0.8% | $5.1m | 20,000 | -75% | reduced |
| 43 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.8% | $4.8m | 50,000 | -35% | reduced |
| 44 | JD JD.COM INC | Consumer Cyclical | 0.7% | $4.7m | 184,790 | – | new |
| 45 | WMT WALMART INC | Consumer Defensive | 0.7% | $4.5m | 39,452 | – | new |
| 46 | ALAB ASTERA LABS INC | Technology | 0.7% | $4.3m | 9,000 | – | new |
| 47 | CTSH COGNIZANT TECHNOLOGY SOLUTIO | Technology | 0.7% | $4.3m | 110,000 | – | new |
| 48 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.6% | $4.0m | 8,753 | – | new |
| 49 | U UNITY SOFTWARE INC | Technology | 0.6% | $3.9m | 136,000 | -51% | reduced |
| 50 | SE SEA LTD | Consumer Cyclical | 0.6% | $3.8m | 40,000 | – | new |
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.