Maytus Capital Management, LLC
63 holdingsFiling period: 2026-06-30Current AUM: $629.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Matls Inc | 68.1K | $49.2M | $28.3M | 4.50% | -31,794 | 2026-06-30 |
| 2 | — | Seagate Technology Hldngs PL | 49.0K | $47.3M | $47.3M | 7.51% | -- | 2026-06-30 |
| 3 | TXN | Texas Instrs Inc | 125.0K | $37.3M | $38.7M | 6.15% | -50,943 | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 25.0K | $28.9M | $24.6M | 3.90% | -- | 2026-06-30 |
| 5 | STM | Stmicroelectronics N V | 356.0K | $26.7M | $17.3M | 2.74% | +87.3K | 2026-06-30 |
| 6 | V | Visa Inc | 73.1K | $25.1M | $29.3M | 4.65% | -61,129 | 2026-06-30 |
| 7 | LRCX | Lam Research Corp | 50.0K | $21.7M | $12.7M | 2.02% | -- | 2026-06-30 |
| 8 | CRM | Salesforce Inc | 100.0K | $15.7M | $24.2M | 3.85% | +54.2K | 2026-06-30 |
| 9 | T | AT&T Inc | 739.2K | $15.3M | $15.3M | 2.43% | -76,984 | 2026-06-30 |
| 10 | — | Flex Ltd | 94.0K | $15.2M | $15.2M | 2.42% | -- | 2026-06-30 |
| 11 | AMD | Advanced Micro Devices Inc | 26.0K | $15.1M | $15.0M | 2.39% | -- | 2026-06-30 |
| 12 | DDOG | Datadog Inc | 55.4K | $14.4M | $15.4M | 2.45% | +9.3K | 2026-06-30 |
| 13 | XOP | Spdr Series Trust | 90.5K | $14.0M | $18.1M | 2.88% | -- | 2026-06-30 |
| 14 | FTNT | Fortinet Inc | 90.0K | $13.8M | $15.7M | 2.49% | -12,323 | 2026-06-30 |
| 15 | GPN | Global Pmts Inc | 180.1K | $13.1M | $15.0M | 2.39% | -- | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 23.0K | $13.0M | $14.1M | 2.24% | -- | 2026-06-30 |
| 17 | MTSI | Macom Tech Solutions Hldgs I | 30.1K | $11.5M | $7.9M | 1.25% | -- | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 48.0K | $11.4M | $12.2M | 1.94% | -27,562 | 2026-06-30 |
| 19 | NOK | Nokia Corp | 817.0K | $10.8M | $7.5M | 1.20% | -469,984 | 2026-06-30 |
| 20 | MKSI | Mks Inc. | 24.4K | $10.8M | $5.3M | 0.84% | -- | 2026-06-30 |
| 21 | SNOW | Snowflake Inc | 42.0K | $10.7M | $14.3M | 2.27% | +16.4K | 2026-06-30 |
| 22 | CRWD | Crowdstrike Hldgs Inc | 13.4K | $10.2M | $14.3M | 2.27% | -10,510 | 2026-06-30 |
| 23 | ANET | Arista Networks Inc | 57.0K | $9.7M | $10.6M | 1.69% | -- | 2026-06-30 |
| 24 | BIDU | Baidu Inc | 80.0K | $9.1M | $6.4M | 1.01% | -9,428 | 2026-06-30 |
| 25 | AFRM | Affirm Hldgs Inc | 111.8K | $9.1M | $8.2M | 1.30% | -- | 2026-06-30 |
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