Investor
Maytus Capital Management, LLC
CIK 0001708759 · filed 2026-05-15 · SEC filing
13F book
$561.9M
Positions
62
29 new · 28 sold
Largest name
7.2%
Visa Inc. · V
Est. mark
−$1.53M
Price effect on 33 names still held. Flow $140.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Visa Inc. | V | 134.2K | $40.6M | 7.2% | −$4.73M | Added$6.37M |
| Texas Instrs Inc | — | 175.9K | $34.2M | 6.1% | — | New |
| Applied Matls Inc | — | 99.9K | $34.1M | 6.1% | $6.02M | Added$15.9M |
| Asml Holding N V | — | 19.1K | $25.3M | 4.5% | $2.76M | Added$13.5M |
| At&T Inc | — | 816.1K | $23.7M | 4.2% | $3.39M | Cut$1.8M |
| Intel Corp | INTC | 489.5K | $21.6M | 3.8% | — | New |
| Alphabet Inc | — | 71.3K | $20.5M | 3.6% | −$699.6K | Added$11.9M |
| Dell Technologies Inc. | DELL | 122.9K | $20.2M | 3.6% | — | New |
| Amazon Com Inc | AMZN | 75.6K | $15.7M | 2.8% | −$721.6K | Added$8.35M |
| Western Digital Corp | WDC | 52.5K | $14.2M | 2.5% | $5.16M | Cut−$6.99M |
| On Semiconductor Corp | ON | 191.9K | $11.9M | 2.1% | $1.17M | Added$3.76M |
| Ishares Inc | — | 94K | $11.6M | 2.1% | $2.42M | Cut$864.1K |
| Jabil Inc | JBL | 42.1K | $11.2M | 2.0% | $1.32M | Added$3.21M |
| Corning Inc | — | 79.4K | $10.8M | 1.9% | — | New |
| Nokia Corp | — | 1.29M | $10.3M | 1.8% | — | New |
| Akamai Technologies Inc | AKAM | 88.9K | $10.2M | 1.8% | $414K | Added$8.9M |
| Nvidia Corp | NVDA | 58.3K | $10.2M | 1.8% | −$705.9K | Cut−$8.48M |
| Baidu Inc | — | 89.4K | $9.96M | 1.8% | −$731.1K | Added$5M |
| Alibaba Group Hldg Ltd | — | 76.7K | $9.63M | 1.7% | −$865.9K | Added$3.62M |
| Synopsys Inc | SNPS | 24.2K | $9.61M | 1.7% | −$439.4K | Added$6.79M |
| Crowdstrike Hldgs Inc | — | 23.9K | $9.33M | 1.7% | −$313.4K | Added$7.46M |
| International Business Machs | — | 38.4K | $9.3M | 1.7% | −$968.8K | Added$3.97M |
| Stmicroelectronics N V | — | 268.7K | $9.28M | 1.7% | — | New |
| Block Inc | — | 153.5K | $9.24M | 1.6% | −$508.2K | Added$2.5M |
| Celestica Inc | CLS | 32.6K | $9.19M | 1.6% | — | New |
| Analog Devices Inc | ADI | 28.8K | $9.15M | 1.6% | — | New |
| Salesforce, Inc. | CRM | 45.8K | $8.56M | 1.5% | −$2.11M | Added$1.4M |
| Fortinet, Inc. | FTNT | 102.3K | $8.36M | 1.5% | $125.9K | Added$4.03M |
| Cloudflare, Inc. | NET | 40.3K | $8.31M | 1.5% | $55.1K | Added$7.13M |
| Hubspot Inc | HUBS | 30.2K | $7.37M | 1.3% | — | New |
| Intuit Inc. | INTU | 17K | $7.34M | 1.3% | −$3.45M | Added−$2.6M |
| Zillow Group Inc | — | 166.3K | $6.88M | 1.2% | — | New |
| Check Point Software Tech Lt | — | 45.6K | $6.51M | 1.2% | −$1.28M | Added$945.7K |
| Booking Holdings Inc. | BKNG | 1.51K | $6.36M | 1.1% | — | New |
| Unity Software Inc. | U | 279.9K | $6.14M | 1.1% | −$2.33M | Added$1.5M |
| Roku, Inc | ROKU | 63.9K | $6.05M | 1.1% | −$610.3K | Added$1.27M |
| Accenture Plc Ireland | — | 30.1K | $5.97M | 1.1% | — | New |
| Datadog, Inc. | DDOG | 46.2K | $5.45M | 1.0% | — | New |
| Broadcom Inc. | AVGO | 16.4K | $5.08M | 0.9% | — | New |
| Robinhood Mkts Inc | — | 72.9K | $5.05M | 0.9% | −$1.93M | Added$75.6K |
| Lumentum Hldgs Inc | — | 7.19K | $5.05M | 0.9% | $2.4M | Cut−$109.5K |
| DoorDash, Inc. | DASH | 33K | $4.95M | 0.9% | — | New |
| Nebius Group N.V. | NBIS | 43.6K | $4.53M | 0.8% | $160.4K | Added$3.86M |
| Paypal Hldgs Inc | — | 99.6K | $4.5M | 0.8% | — | New |
| Snowflake Inc. | SNOW | 25.6K | $3.86M | 0.7% | −$1.76M | Cut−$5.35M |
| Automatic Data Processing In | — | 17.9K | $3.64M | 0.6% | −$162.2K | Added$2.87M |
| Disney Walt Co | — | 37.8K | $3.64M | 0.6% | −$521.7K | Added$229.3K |
| Qorvo, Inc. | QRVO | 38.3K | $2.97M | 0.5% | −$272.4K | Cut−$3.37M |
| Tesla, Inc. | TSLA | 7.46K | $2.77M | 0.5% | — | New |
| Flutter Entmt Plc | — | 26.9K | $2.74M | 0.5% | −$1.81M | Added−$702.7K |
| Take-Two Interactive Softwar | — | 11.8K | $2.33M | 0.4% | — | New |
| L3harris Technologies Inc | — | 6.38K | $2.2M | 0.4% | — | New |
| F5, Inc. | FFIV | 6.38K | $1.85M | 0.3% | — | New |
| Northrop Grumman Corp | — | 2.55K | $1.74M | 0.3% | — | New |
| RTX Corp | RTX | 8.92K | $1.72M | 0.3% | — | New |
| Lockheed Martin Corp | LMT | 2.55K | $1.54M | 0.3% | — | New |
| Figma, Inc. | FIG | 72.5K | $1.53M | 0.3% | — | New |
| Hp Inc | HPQ | 79K | $1.52M | 0.3% | — | New |
| Roblox Corp | RBLX | 26.4K | $1.49M | 0.3% | — | New |
| PDD Holdings Inc. | PDD | 12.8K | $1.31M | 0.2% | — | New |
| Fabrinet | FN | 2.36K | $1.23M | 0.2% | — | New |
| Warner Music Group Corp. | WMG | 20K | $510.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.