§ 13F · FUND PROFILE
Maytus Capital Management, LLC.
AUM · $466M (13F)Positions · 65Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$319M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 68K | $49M | 7.7% | −32% |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 49K | $47M | 7.4% | NEW |
| 3 | TXN | TEXAS INSTRS INC | 125K | $37M | 5.9% | −29% |
| 4 | MU | MICRON TECHNOLOGY INC | 25K | $29M | 4.5% | NEW |
| 5 | STM | STMICROELECTRONICS N V | 356K | $27M | 4.2% | +32% |
| 6 | V | VISA INC | 73K | $25M | 3.9% | −46% |
| 7 | LRCX | LAM RESEARCH CORP | 50K | $22M | 3.4% | NEW |
| 8 | CRM | SALESFORCE INC | 100K | $16M | 2.5% | +118% |
| 9 | T | AT&T INC | 739K | $15M | 2.4% | −9% |
| 10 | FLEX | FLEX LTD | 94K | $15M | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYTUS SIGNAL
AC read
Maytus Capital Management, LLC is a Other fund managing $466 million in assets. The fund runs a portfolio of 65 positions.
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