Maytus Capital Management, LLC
63 holdingsFiling period: 2026-03-31Current AUM: $738.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 134.2K | $40.6M | $49.1M | 6.66% | +36.7K | 2026-03-31 |
| 2 | TXN | TEXAS INSTRS INC | 175.9K | $34.2M | $48.5M | 6.57% | -- | 2026-03-31 |
| 3 | AMAT | APPLIED MATLS INC | 99.9K | $34.1M | $50.7M | 6.87% | +28.9K | 2026-03-31 |
| 4 | — | ASML HLDG NV | 19.1K | $25.3M | $25.3M | 3.43% | +8.1K | 2026-03-31 |
| 5 | T | AT&T INC | 816.1K | $23.7M | $19.0M | 2.57% | -63,855 | 2026-03-31 |
| 6 | INTC | INTEL CORP | 489.5K | $21.6M | $44.1M | 5.98% | -- | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 71.3K | $20.5M | $25.4M | 3.44% | +43.8K | 2026-03-31 |
| 8 | DELL | DELL TECHNOLOGIES INC | 122.9K | $20.2M | $49.8M | 6.75% | -- | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 75.6K | $15.7M | $20.5M | 2.78% | +43.6K | 2026-03-31 |
| 10 | WDC | WESTERN DIGITAL CORP | 52.5K | $14.2M | $28.6M | 3.87% | -70,499 | 2026-03-31 |
| 11 | ON | ON SEMICONDUCTOR CORP | 191.9K | $11.9M | $15.7M | 2.12% | +41.9K | 2026-03-31 |
| 12 | EWY | ISHARES INC | 94.0K | $11.6M | $14.8M | 2.00% | -16,038 | 2026-03-31 |
| 13 | JBL | JABIL INC | 42.1K | $11.2M | $13.3M | 1.80% | +7.1K | 2026-03-31 |
| 14 | GLW | CORNING INC | 79.4K | $10.8M | $11.0M | 1.49% | -- | 2026-03-31 |
| 15 | NOK | NOKIA CORP | 1.29M | $10.3M | $11.8M | 1.59% | -- | 2026-03-31 |
| 16 | AKAM | AKAMAI TECHNOLOGIES INC | 88.9K | $10.2M | $10.2M | 1.39% | +73.9K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 58.3K | $10.2M | $11.7M | 1.59% | -41,662 | 2026-03-31 |
| 18 | BIDU | BAIDU INC | 89.4K | $10.0M | $9.9M | 1.35% | +51.4K | 2026-03-31 |
| 19 | BABA | ALIBABA GROUP HLDG LTD | 76.7K | $9.6M | $9.4M | 1.27% | +35.7K | 2026-03-31 |
| 20 | SNPS | SYNOPSYS INC | 24.2K | $9.6M | $9.4M | 1.28% | +18.2K | 2026-03-31 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | 23.9K | $9.3M | $18.3M | 2.47% | +19.9K | 2026-03-31 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | 38.4K | $9.3M | $8.6M | 1.16% | +20.4K | 2026-03-31 |
| 23 | STM | STMICROELECTRONICS N V | 268.7K | $9.3M | $14.1M | 1.91% | -- | 2026-03-31 |
| 24 | XYZ | BLOCK INC | 153.5K | $9.2M | $12.5M | 1.69% | +50.0K | 2026-03-31 |
| 25 | CLS | CELESTICA INC | 32.6K | $9.2M | $10.8M | 1.46% | -- | 2026-03-31 |
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