13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 62 holding rows worth $635,729,388.
- Accession
- 0001420506-26-001661
- Filer
- CIK 1708759
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 62 entries on the cover page, a total value of $635,729,388 stated on the cover page (in dollars after the unit check, H1), rows summing to $635,729,388 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 |
|---|---|---|---|---|---|---|
| Applied Materials,Inc. | 038222105 | COM | 68,081 | $49,222,563 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 49,000 | $47,285,000 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 125,000 | $37,258,750 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 25,000 | $28,857,250 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 356,000 | $26,660,840 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 73,088 | $25,075,762 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 50,000 | $21,666,500 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 100,000 | $15,666,000 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 739,161 | $15,300,633 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 93,991 | $15,233,121 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 26,000 | $15,103,660 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 55,437 | $14,433,577 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 90,450 | $13,952,817 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 90,000 | $13,825,800 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 180,064 | $13,065,444 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 23,000 | $12,955,670 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 30,150 | $11,468,156 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 48,000 | $11,440,320 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 816,967 | $10,849,322 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 24,369 | $10,839,331 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 42,000 | $10,689,000 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 13,400 | $10,226,076 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 57,000 | $9,683,160 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 80,000 | $9,143,200 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 111,847 | $9,121,123 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 45,000 | $9,004,050 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 50,000 | $8,386,500 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 19,937 | $8,292,995 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 32,232 | $8,057,355 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 19,000 | $7,494,930 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 94,000 | $7,312,260 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 160,000 | $7,217,600 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 50,000 | $7,155,000 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 52,000 | $7,095,400 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 76,060 | $7,029,465 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 90,000 | $6,840,000 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 65,786 | $6,597,020 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 24,616 | $6,298,742 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 66,000 | $5,998,080 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 19,479 | $5,379,515 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 28,000 | $5,110,280 | dollars as filed | |
| CORNING INC | 219350105 | COM | 20,000 | $5,108,600 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 50,000 | $4,799,000 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 184,790 | $4,708,449 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 39,452 | $4,468,334 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 9,000 | $4,347,180 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 110,000 | $4,260,300 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 8,753 | $4,018,765 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 136,000 | $3,886,880 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 40,000 | $3,833,200 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 24,643 | $3,611,432 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 19,000 | $2,983,570 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 75,000 | $2,916,000 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 16,266 | $2,823,452 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 139,000 | $2,358,830 | dollars as filed | |
| FIGMA INC CL A | 316841105 | COM | 130,000 | $2,351,700 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 19,488 | $1,817,646 | dollars as filed | |
| QUANTINUUM INC | 74768A104 | CL A COM | 20,000 | $1,634,800 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 10,000 | $1,481,600 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 5,000 | $1,105,000 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,945 | $546,603 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 6,000 | $375,780 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001661 | this filing | 2026-08-14 | acceptance time not in the bulk data set |