account_balance
Investment manager · 13F filer · SEC CIK 1708759
Maytus Capital Management, LLC
Reported value$636Mas of Jun 30, 2026
Positions62 37 new, 37 sold out
Top 10 weight44.4%AMAT alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
7.7%Trimmed −32%
STXSeagate Technology Holdings PLC
7.4%New
TXNTexas Instruments Inc
5.9%Trimmed −29%
MUMicron Technology Inc
4.5%New
STMSTMicroelectronics N.V.
4.2%Added +32%
VVisa Inc.
3.9%Trimmed −46%
LRCXLam Research Corp
3.4%New
CRMSalesforce, Inc.
2.5%Added +118%
TAT&T Inc.
2.4%Trimmed −9%
FLEXFlex Ltd.
2.4%New
AMDAdvanced Micro Devices Inc
2.4%New
DDOGDatadog, Inc.
2.3%Added +20%
AMATApplied Materials Inc
7.7%Trimmed −32%
STXSeagate Technology Holdings PLC
7.4%New
TXNTexas Instruments Inc
5.9%Trimmed −29%
MUMicron Technology Inc
4.5%New
STMSTMicroelectronics N.V.
4.2%+32%
VVisa Inc.
3.9%
LRCXLam Research Corp
3.4%
CRM2.5%T2.4%FLEXAMD2.4%DDOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Materials Inc 7.7% Trimmed −32%STX Seagate Technology Holdings PLC 7.4% NewTXN Texas Instruments Inc 5.9% Trimmed −29%MU Micron Technology Inc 4.5% NewSTM STMicroelectronics N.V. 4.2% Added +32%V Visa Inc. 3.9% Trimmed −46%LRCX Lam Research Corp 3.4% NewCRM Salesforce, Inc. 2.5% Added +118%T AT&T Inc. 2.4% Trimmed −9%FLEX Flex Ltd. 2.4% NewAMD Advanced Micro Devices Inc 2.4% NewDDOG Datadog, Inc. 2.3% Added +20%
What changed
Biggest moves since Mar 31, 2026
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