Maytus Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Maytus Capital Management, LLC held in its portfolio 61 assets valued at $423,178,836 (i.e. $423.18M).
The most valuable assets in the portfolio included: VISA INC ($34.19M), AT&T INC ($21.86M), and WESTERN DIGITAL CORP ($21.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Maytus Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VISA INC | 97500 | 34194225 | COM CL A |
| AT&T INC | 880000 | 21859200 | COM |
| WESTERN DIGITAL CORP | 123000 | 21189210 | COM |
| NVIDIA CORPORATION | 100000 | 18650000 | COM |
| APPLIED MATLS INC | 71000 | 18246290 | COM |
| MICRON TECHNOLOGY INC | 59000 | 16839190 | COM |
| MICROSOFT CORP | 30000 | 14508600 | COM |
| ASML HOLDING N V | 11000 | 11768460 | N Y REGISTRY SHS |
| ISHARES INC | 110000 | 10694200 | MSCI STH KOR ETF |
| INTUIT | 15000 | 9936300 | COM |
| MICROCHIP TECHNOLOGY INC. | 145000 | 9239400 | COM |
| SNOWFLAKE INC | 42000 | 9213120 | COM SHS |
| NXP SEMICONDUCTORS N V | 41736 | 9059216 | COM |
| ALPHABET INC | 27500 | 8607500 | CAP STK CL A |
| ON SEMICONDUCTOR CORP | 150000 | 8122500 | COM |
| JABIL INC | 35000 | 7980700 | COM |
| ISHARES TR | 31000 | 7630960 | RUSSELL 2000 ETF |
| CIENA CORP | 32000 | 7483840 | COM NEW |
| AMAZON COM INC | 32000 | 7386240 | COM |
| CONFLUENT INC | 240000 | 7257600 | CLASS A COM |
| SALESFORCE INC | 27000 | 7152570 | COM |
| BLOCK INC | 103500 | 6736815 | CL A |
| COGNIZANT TECHNOLOGY SOLUTIO | 81000 | 6723000 | CL A |
| SPOTIFY TECHNOLOGY S A | 11500 | 6678165 | SHS |
| AUTODESK INC | 21500 | 6364215 | COM |
| QORVO INC | 75000 | 6338250 | COM |
| AFFIRM HLDGS INC | 85000 | 6326550 | COM CL A |
| FIDELITY NATL INFORMATION SV | 95000 | 6313700 | COM |
| ALIBABA GROUP HLDG LTD | 41000 | 6009780 | SPONSORED ADS |
| CHECK POINT SOFTWARE TECH LT | 30000 | 5566800 | ORD |
| REDDIT INC | 24000 | 5516880 | CL A |
| SHOPIFY INC | 33500 | 5392495 | CL A SUB VTG SHS |
| INTERNATIONAL BUSINESS MACHS | 18000 | 5331780 | COM |
| MONGODB INC | 12500 | 5246125 | CL A |
| LUMENTUM HLDGS INC | 14000 | 5160260 | COM |
| EXPEDIA GROUP INC | 18000 | 5099580 | COM NEW |
| ROBINHOOD MKTS INC | 44000 | 4976400 | COM CL A |
| BAIDU INC | 38000 | 4965080 | SPON ADR REP A |
| ROKU INC | 44000 | 4773560 | COM CL A |
| CREDO TECHNOLOGY GROUP HOLDI | 33000 | 4748370 | ORDINARY SHARES |
| UNITY SOFTWARE INC | 105000 | 4637850 | COM |
| FORTINET INC | 54500 | 4327845 | COM |
| FISERV INC | 59500 | 3996615 | COM |
| FLUTTER ENTMT PLC | 16000 | 3440640 | SHS |
| DISNEY WALT CO | 30000 | 3413100 | COM |
| CARVANA CO | 8000 | 3376160 | CL A |
| CISCO SYS INC | 40000 | 3081200 | COM |
| FLEX LTD | 50000 | 3021000 | ORD |
| SYNOPSYS INC | 6000 | 2818320 | COM |
| APPLE INC | 10000 | 2718600 | COM |
| CROWDSTRIKE HLDGS INC | 4000 | 1875040 | CL A |
| SENTINELONE INC | 100000 | 1500000 | CL A |
| OKTA INC | 16000 | 1383520 | CL A |
| MONDAY COM LTD | 9000 | 1328040 | SHS |
| AKAMAI TECHNOLOGIES INC | 15000 | 1308750 | COM |
| CLOUDFLARE INC | 6000 | 1182900 | CL A COM |
| MAPLEBEAR INC | 25000 | 1124500 | COM |
| NETSKOPE INC | 55000 | 964700 | CL A |
| CIRCLE INTERNET GROUP INC | 12000 | 951600 | COM CL A |
| AUTOMATIC DATA PROCESSING IN | 3000 | 771690 | COM |
| NEBIUS GROUP N.V. | 8000 | 669640 | SHS CLASS A |
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