Q2 2026 13F · SEC CIK 1708759

Maytus Capital Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $635.7M
Reported positions: 62
Top holdings a year, 3 yrs: +37.6%
Assets under management: $597.8M

Maytus Capital Management, LLC is a hedge fund that reported 62 positions worth $635.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Applied Matls Inc (AMAT, 7.7%), Seagate Technology Hldngs Pl (STX, 7.4%), Texas Instruments Inc (TXN, 5.9%). A portfolio copying its top holdings returned 37.6% a year over the last 3 years, against 20.4% for the S&P 500.

Maytus Capital Management, LLC holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Maytus Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMATApplied Matls Inc	7.7%	6.1%	68,081	-31.8%	$49.2M
STXSeagate Technology Hldngs Pl	7.4%	—	49,000	—	$47.3M
TXNTexas Instruments Inc	5.9%	6.1%	125,000	-29.0%	$37.3M
MUMicron Technology Inc	4.5%	—	25,000	—	$28.9M
STMStmicroelectronics N V Ny Registry	4.2%	1.7%	356,000	+32.5%	$26.7M
VVisa Inc Com Cl A	3.9%	7.2%	73,088	-45.5%	$25.1M
LRCXLam Research Corp	3.4%	—	50,000	—	$21.7M
CRMSalesforce Inc Com	2.5%	1.5%	100,000	+118.2%	$15.7M
TAt&t Inc Com	2.4%	4.2%	739,161	-9.4%	$15.3M
FLEXFlex Ltd	2.4%	—	93,991	—	$15.2M
AMDAdvanced Micro Devices Inc	2.4%	—	26,000	—	$15.1M
DDOGDatadog Inc	2.3%	1.0%	55,437	+20.1%	$14.4M
XOPSpdr Series Trust	2.2%	—	90,450	—	$14.0M
FTNTFortinet Inc	2.2%	1.5%	90,000	-12.0%	$13.8M
GPNGlobal Pmts Inc	2.1%	—	180,064	—	$13.1M
METAMeta Platforms Inc Class A	2.0%	—	23,000	—	$13.0M
MTSIMacom Tech Solutions Hldgs I	1.8%	—	30,150	—	$11.5M
AMZNAmazon Com Inc Com	1.8%	2.8%	48,000	-36.5%	$11.4M
NOKNokia Corp	1.7%	1.8%	816,967	-36.5%	$10.8M
MKSIMks Inc.	1.7%	—	24,369	—	$10.8M
SNOWSnowflake Inc	1.7%	0.7%	42,000	+64.0%	$10.7M
CRWDCrowdstrike Hldgs Inc Class A	1.6%	1.7%	13,400	-44.0%	$10.2M
ANETArista Networks Inc	1.5%	—	57,000	—	$9.7M
BIDUBaidu Inc Ads	1.4%	1.8%	80,000	-10.5%	$9.1M
AFRMAffirm Hldgs Inc	1.4%	—	111,847	—	$9.1M
NVDANvidia Corporation Com	1.4%	1.8%	45,000	-22.9%	$9.0M
TMUST-Mobile US Inc	1.3%	—	50,000	—	$8.4M
FFIVF5 Inc	1.3%	—	19,937	—	$8.3M
TTWOTake-Two Interactive Softwar	1.3%	—	32,232	—	$8.1M
COHRCoherent Corp	1.2%	—	19,000	—	$7.5M
TEAMAtlassian Corporation	1.1%	—	94,000	—	$7.3M
HPEHewlett Packard Enterprise	1.1%	—	160,000	—	$7.2M
ABNBAirbnb Inc	1.1%	—	50,000	—	$7.2M
OKTAOkta Inc	1.1%	—	52,000	—	$7.1M
WWayfair	1.1%	—	76,060	—	$7.0M
SQBlock Inc	1.1%	1.6%	90,000	-41.4%	$6.8M
HOODRobinhood Mkts Inc	1.0%	0.9%	65,786	-9.8%	$6.6M
EXPEExpedia Group Inc	1.0%	—	24,616	—	$6.3M
FROGJfrog Ltd	0.9%	—	66,000	—	$6.0M
NBISNebius Group N.v. Shs Class A	0.8%	0.8%	19,479	-55.4%	$5.4M
HUBSHubspot Inc	0.8%	1.3%	28,000	-7.3%	$5.1M
GLWCorning Inc.	0.8%	1.9%	20,000	-74.8%	$5.1M
BABAAlibaba Group Hldg Ltd	0.8%	1.7%	50,000	-34.8%	$4.8M
JDJd.com Inc	0.7%	—	184,790	—	$4.7M
WMTWalmart Inc	0.7%	—	39,452	—	$4.5M
ALABAstera Labs Inc	0.7%	—	9,000	—	$4.3M
CTSHCognizant Technology Solutions Corp	0.7%	—	110,000	—	$4.3M
SPOTSpotify Technology S A	0.6%	—	8,753	—	$4.0M
UUnity Software Inc	0.6%	1.1%	136,000	-51.4%	$3.9M
SESea Ltd	0.6%	—	40,000	—	$3.8M

What Maytus Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CRM Salesforce Inc Com+118.2% shares
SNOW Snowflake Inc+64.0% shares
STM Stmicroelectronics N V Ny Registry+32.5% shares
DDOG Datadog Inc+20.1% shares

Reduced

GLW Corning Inc.-74.8% shares
NBIS Nebius Group N.v. Shs Class A-55.4% shares
U Unity Software Inc-51.4% shares
V Visa Inc Com Cl A-45.5% shares
CRWD Crowdstrike Hldgs Inc Class A-44.0% shares
SQ Block Inc-41.4% shares
NOK Nokia Corp-36.5% shares
AMZN Amazon Com Inc Com-36.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +64.1% /yr; S&P 500 +20.1%
3 years: +37.6% /yr; S&P 500 +20.4%
5 years: +17.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$635.7M	62
Q1 2026	$561.9M	62
Q4 2025	$423.2M	61
Q3 2025	$466.2M	65
Q2 2025	$542.9M	65
Q1 2025	$325.0M	57
Q4 2024	$286.2M	49
Q3 2024	$284.4M	50
Q2 2024	$279.8M	47
Q1 2024	$235.9M	50
Q4 2023	$250.3M	50
Q3 2023	$179.6M	38

Questions about Maytus Capital Management, LLC's portfolio

What stocks does Maytus Capital Management, LLC own?

Maytus Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 62 positions worth $635.7M. The largest are Applied Matls Inc (AMAT) at 7.7%, Seagate Technology Hldngs Pl (STX) at 7.4%, Texas Instruments Inc (TXN) at 5.9%, Micron Technology Inc (MU) at 4.5% and Stmicroelectronics N V Ny Registry (STM) at 4.2%.

What did Maytus Capital Management, LLC buy last quarter?

In Q2 2026, Maytus Capital Management, LLC added Salesforce Inc Com (CRM) (+118.2% shares), Snowflake Inc (SNOW) (+64.0% shares) and Stmicroelectronics N V Ny Registry (STM) (+32.5% shares), compared with its Q1 2026 filing.

What did Maytus Capital Management, LLC sell last quarter?

In Q2 2026, Maytus Capital Management, LLC cut from its top 50 Asml Hldg NV (ASML), cut from its top 50 Intel Corp (INTC), cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Dell Technologies Inc (DELL), cut from its top 50 Western Digital Corp (WDC), Corning Inc. (GLW) (-74.8% shares), Nebius Group N.v. Shs Class A (NBIS) (-55.4% shares) and Unity Software Inc (U) (-51.4% shares), compared with its Q1 2026 filing.

How has Maytus Capital Management, LLC's portfolio performed?

A portfolio copying Maytus Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +37.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +64.1% against +20.1%. Over 5 years: +17.9% a year against +11.6%.

When is Maytus Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Maytus Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Maytus Capital Management, LLC manage?

Maytus Capital Management, LLC reported $597.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $635.7M.