13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 61 holding rows worth $423,178,836.
- Accession
- 0001420506-26-000464
- Filer
- CIK 1708759
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 61 entries on the cover page, a total value of $423,178,836 stated on the cover page (in dollars after the unit check, H1), rows summing to $423,178,836 with VALUE read as dollars as filed, 13F file number 028-18992. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Visa Inc | 92826C839 | COM | 97,500 | $34,194,225 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 880,000 | $21,859,200 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 123,000 | $21,189,210 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 100,000 | $18,650,000 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 71,000 | $18,246,290 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 59,000 | $16,839,190 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 30,000 | $14,508,600 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 11,000 | $11,768,460 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 110,000 | $10,694,200 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 15,000 | $9,936,300 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 145,000 | $9,239,400 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 42,000 | $9,213,120 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 41,736 | $9,059,216 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 27,500 | $8,607,500 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 150,000 | $8,122,500 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 35,000 | $7,980,700 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 31,000 | $7,630,960 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 32,000 | $7,483,840 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 32,000 | $7,386,240 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 240,000 | $7,257,600 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 27,000 | $7,152,570 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 103,500 | $6,736,815 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 81,000 | $6,723,000 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 11,500 | $6,678,165 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 21,500 | $6,364,215 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 75,000 | $6,338,250 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 85,000 | $6,326,550 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 95,000 | $6,313,700 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 41,000 | $6,009,780 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 30,000 | $5,566,800 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 24,000 | $5,516,880 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 33,500 | $5,392,495 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 18,000 | $5,331,780 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 12,500 | $5,246,125 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 14,000 | $5,160,260 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 18,000 | $5,099,580 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 44,000 | $4,976,400 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 38,000 | $4,965,080 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 44,000 | $4,773,560 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 33,000 | $4,748,370 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 105,000 | $4,637,850 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 54,500 | $4,327,845 | dollars as filed | |
| FISERV INC | 337738108 | COM | 59,500 | $3,996,615 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 16,000 | $3,440,640 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 30,000 | $3,413,100 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 8,000 | $3,376,160 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 40,000 | $3,081,200 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 50,000 | $3,021,000 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 6,000 | $2,818,320 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,000 | $2,718,600 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,000 | $1,875,040 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 100,000 | $1,500,000 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 16,000 | $1,383,520 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 9,000 | $1,328,040 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 15,000 | $1,308,750 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 6,000 | $1,182,900 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 25,000 | $1,124,500 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 55,000 | $964,700 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 12,000 | $951,600 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,000 | $771,690 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 8,000 | $669,640 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000464 | this filing | 2026-02-17 | acceptance time not in the bulk data set |