Maytus Capital Management, LLC
CIK 1708759
13F filing for Q2 2026・No. 3,379
- Holdings
- US$635.73M
- Quarter change
- +US$73.79M
- Entries
- 62
- Net bought (estimate)
- −US$17.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 37
- Cut 16
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
62 stocks worth US$635.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMATAPPLIED MATLS INCCOM | Cut | 68,081 | US$49.22M | 7.74% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | New | 49,000 | US$47.29M | 7.44% |
| TXNTEXAS INSTRS INCCOM | Cut | 125,000 | US$37.26M | 5.86% |
| MUMicronCOM | New | 25,000 | US$28.86M | 4.54% |
| STMSTMICROELECTRONICS N VNY REGISTRY | Added | 356,000 | US$26.66M | 4.19% |
| VVISA INCCOM CL A | Cut | 73,088 | US$25.08M | 3.94% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 50,000 | US$21.67M | 3.41% |
| CRMSALESFORCE INCCOM | Added | 100,000 | US$15.67M | 2.46% |
| TAT&T INCCOM | Cut | 739,161 | US$15.3M | 2.41% |
| FLEXFLEX LTDORD | New | 93,991 | US$15.23M | 2.40% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.