Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,314,676
+$7,131,776 QoQ
Shares Held
40,296
+571.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Maytus Capital Management, LLC holds $55,234,101 across 8 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
90,000 | $13,825,800 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
53,600 | $10,226,076 | |
| 3 | FFIV |
F5, Inc.
|
19,937 | $8,292,994 | |
| 4 | OKTA |
Okta, Inc.
|
52,000 | $7,095,400 | |
| 5 | XYZ |
Block, Inc.
|
90,000 | $6,840,000 | |
| 6 | ORCL |
Oracle Corp
|
24,643 | $3,611,431 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
19,000 | $2,983,570 | |
| 8 | S |
SentinelOne, Inc.
|
139,000 | $2,358,830 |
All Filings in NET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,314,676 | 40,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,182,900 | 6,000 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $8,903,215 | 45,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,888,300 | 70,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,537,600 | 70,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,853,400 | 60,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,732,525 | 117,500 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,228,820 | 54,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,030,771 | 72,433 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,358,400 | 85,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,778,225 | 42,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,809,480 | 78,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,672,770 | 37,000 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||