Maytus Capital Management, LLC reported 61 positions worth $621.78M for the quarter ended Jun 30, 2026, up 13.5% on the prior quarter. It opened 36 new positions, added to 7, trimmed 18 and exited 35. Its largest holding is Applied Materials Inc at 7.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| STX Seagate Technology Holdings plc | +49.0K | $47.29M | 7.6% |
| MU Micron Technology Inc | +25.0K | $28.86M | 4.64% |
| LRCX Lam Research Corp | +50.0K | $21.67M | 3.48% |
| FLEX Flex Ltd. | +94.0K | $15.23M | 2.45% |
| AMD Advanced Micro Devices Inc | +26.0K | $15.10M | 2.43% |
| GPN Global Payments Inc | +180.1K | $13.07M | 2.1% |
| META Meta Platforms, Inc. | +23.0K | $12.96M | 2.08% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +30.2K | $11.47M | 1.84% |
| MKSI Mks Inc | +24.4K | $10.84M | 1.74% |
| ANET Arista Networks, Inc. | +57.0K | $9.68M | 1.56% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| ASML Asml Holding Nv | -19.1K -100.0% | $25.29M | Exited |
| AMAT Applied Materials Inc | -31.8K -31.8% | $22.99M | 7.92% |
| INTC Intel Corp | -489.5K -100.0% | $21.60M | Exited |
| V Visa Inc. | -61.1K -45.5% | $20.97M | 4.03% |
| GOOGL Alphabet Inc. | -71.3K -100.0% | $20.49M | Exited |
| DELL Dell Technologies Inc. | -122.9K -100.0% | $20.18M | Exited |
| TXN Texas Instruments Inc | -50.9K -29.0% | $15.18M | 5.99% |
| GLW Corning Inc | -59.4K -74.8% | $15.18M | 0.822% |
| WDC Western Digital Corp | -52.5K -100.0% | $14.20M | Exited |
| ON On Semiconductor Corp | -191.9K -100.0% | $11.88M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STX Seagate Technology Holdings plc | +49.0K | $47.29M | 7.6% |
| MU Micron Technology Inc | +25.0K | $28.86M | 4.64% |
| LRCX Lam Research Corp | +50.0K | $21.67M | 3.48% |
| FLEX Flex Ltd. | +94.0K | $15.23M | 2.45% |
| AMD Advanced Micro Devices Inc | +26.0K | $15.10M | 2.43% |
| GPN Global Payments Inc | +180.1K | $13.07M | 2.1% |
| META Meta Platforms, Inc. | +23.0K | $12.96M | 2.08% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +30.2K | $11.47M | 1.84% |
| MKSI Mks Inc | +24.4K | $10.84M | 1.74% |
| ANET Arista Networks, Inc. | +57.0K | $9.68M | 1.56% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ASML Asml Holding Nv | -19.1K | $25.29M | 4.62% |
| INTC Intel Corp | -489.5K | $21.60M | 3.94% |
| GOOGL Alphabet Inc. | -71.3K | $20.49M | 3.74% |
| DELL Dell Technologies Inc. | -122.9K | $20.18M | 3.68% |
| WDC Western Digital Corp | -52.5K | $14.20M | 2.59% |
| ON On Semiconductor Corp | -191.9K | $11.88M | 2.17% |
| JBL Jabil Inc | -42.1K | $11.19M | 2.04% |
| AKAM Akamai Technologies Inc | -88.9K | $10.21M | 1.86% |
| SNPS Synopsys Inc | -24.2K | $9.61M | 1.76% |
| IBM International Business Machines Corp | -38.4K | $9.30M | 1.7% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMAT Applied Materials Inc | Technology | 68.1K | $49.22M | 7.92% | -31.8K | -31.8% | Reduced | 0.01% |
| 2 | STX Seagate Technology Holdings plc | Technology | 49.0K | $47.29M | 7.6% | +49.0K | – | New | 0.02% |
| 3 | TXN Texas Instruments Inc | Technology | 125.0K | $37.26M | 5.99% | -50.9K | -29.0% | Reduced | 0.01% |
| 4 | MU Micron Technology Inc | Technology | 25.0K | $28.86M | 4.64% | +25.0K | – | New | 0% |
| 5 | STM STMicroelectronics N.V. | Technology | 356.0K | $26.66M | 4.29% | +87.3K | +32.5% | Added | 0.04% |
| 6 | V Visa Inc. | Financial Services | 73.1K | $25.08M | 4.03% | -61.1K | -45.5% | Reduced | 0% |
| 7 | LRCX Lam Research Corp | Technology | 50.0K | $21.67M | 3.48% | +50.0K | – | New | 0% |
| 8 | CRM Salesforce, Inc. | Technology | 100.0K | $15.67M | 2.52% | +54.2K | +118.2% | Added | 0.01% |
| 9 | T At&T Inc. | Communication Services | 739.2K | $15.30M | 2.46% | -77.0K | -9.4% | Reduced | 0.01% |
| 10 | FLEX Flex Ltd. | Technology | 94.0K | $15.23M | 2.45% | +94.0K | – | New | 0.03% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 26.0K | $15.10M | 2.43% | +26.0K | – | New | 0% |
| 12 | DDOG Datadog, Inc. | Technology | 55.4K | $14.43M | 2.32% | +9,268 | +20.1% | Added | 0.02% |
| 13 | FTNT Fortinet, Inc. | Technology | 90.0K | $13.83M | 2.22% | -12.3K | -12.0% | Reduced | 0.01% |
| 14 | GPN Global Payments Inc | Technology | 180.1K | $13.07M | 2.1% | +180.1K | – | New | 0.07% |
| 15 | META Meta Platforms, Inc. | Technology | 23.0K | $12.96M | 2.08% | +23.0K | – | New | 0% |
Tip. Select a row to see that position’s full history at Maytus Capital Management.
As of its Q2 2026 13F filing, Maytus Capital Management, LLC’s five largest positions were Applied Materials Inc (AMAT) at 7.9%, Seagate Technology Holdings plc (STX) at 7.6%, Texas Instruments Inc (TXN) at 6.0%, Micron Technology Inc (MU) at 4.6%, STMicroelectronics N.V. (STM) at 4.3% of the reported portfolio.
Maytus Capital Management, LLC reported a 13F portfolio worth $621.78M across 61 positions for Q2 2026. That is up 13.5% from the previous quarter.
Its largest purchases by value were Seagate Technology Holdings plc ($47.29M), Micron Technology Inc ($28.86M), Lam Research Corp ($21.67M). It opened 36 new positions.
Its largest sales by value were Asml Holding Nv ($25.29M), Applied Materials Inc ($22.99M), Intel Corp ($21.60M). It exited 35 positions entirely.
From the Form 13F-HR reports Maytus Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.