Maytus Capital Management, LLC
Maytus Capital Management, LLC reported 62 positions worth $635.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMAT (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $49.2M | 7.74% | 68,081 | — | — | |
| ▸ 2 | STX | SH | $47.3M | 7.44% | 49,000 | — | — | |
| ▸ 3 | TXN | SH | $37.3M | 5.86% | 125,000 | — | — | |
| ▸ 4 | MU | SH | $28.9M | 4.54% | 25,000 | — | — | |
| ▸ 5 | STM | SH | $26.7M | 4.19% | 356,000 | — | — | |
| ▸ 6 | V | SH | $25.1M | 3.94% | 73,088 | — | — | |
| ▸ 7 | LRCX | SH | $21.7M | 3.41% | 50,000 | — | — | |
| ▸ 8 | CRM | SH | $15.7M | 2.46% | 100,000 | — | — | |
| ▸ 9 | T | SH | $15.3M | 2.41% | 739,161 | — | — | |
| ▸ 10 | FLEX | SH | $15.2M | 2.40% | 93,991 | — | — |
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Frequently Asked Questions
What stocks does Maytus Capital Management, LLC hold as of Q2 2026?
Maytus Capital Management, LLC reported 62 positions worth $635.7M in its Q2 2026 13F filing. Largest positions: AMAT (7.7%), STX (7.4%), TXN (5.9%), MU (4.5%) and STM (4.2%).
What did Maytus Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Maytus Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.