13F Insight
DOSSIER · 13F-HR · Q2 2026

Maytus Capital Management, LLC

$636M in tracked AUM across 62 positions as of Q2 2026.

MC
CIK 0001708759 · last filed Jun 30, 2026
Total AUM
$636M
as of Q2 2026
Holdings
62
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Maytus Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$49M68K7.7%02
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$47M49K7.4%03
TXN
TEXAS INSTRS INC
$37M125K5.9%04
MU
MICRON TECHNOLOGY INC
$29M25K4.5%05
STM
STMICROELECTRONICS N V
$27M356K4.2%06
V
VISA INC
$25M73K3.9%07
LRCX
LAM RESEARCH CORP
$22M50K3.4%08
CRM
SALESFORCE INC
$16M100K2.5%09
T
AT&T INC
$15M739K2.4%10
Y2573F102
FLEX LTD
$15M94K2.4%

Filing history

2026Q2Jun 30
$636M▲ 13.1%
62 positionsView →2026Q1Mar 31
$562M▲ 32.8%
62 positionsView →2025Q4Dec 31
$423M▲ 66.2%
61 positionsView →2025Q3Sep 30
$255M▼ 53.1%
40 positionsView →2025Q2Jun 30
$543M▲ 67.1%
65 positionsLocked2025Q1Mar 31
$325M▲ 13.6%
57 positionsLocked2024Q4Dec 31
$286M▲ 0.6%
49 positionsLocked2024Q3Sep 30
$284M▲ 1.6%
50 positionsLocked2024Q2Jun 30
$280M▲ 18.6%
47 positionsLocked2024Q1Mar 31
$236M▼ 5.8%
50 positionsLocked2023Q4Dec 31
$250M▲ 39.4%
50 positionsLocked2023Q3Sep 30
$180M▼ 11.6%
38 positionsLocked
Showing 12 of 31