Position in ON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,884,862
+$3,762,362 QoQ
Shares Held
191,939
+28.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Maytus Capital Management, LLC holds $136,169,133 across 10 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
125,000 | $37,258,750 | |
| 2 | MU |
Micron Technology Inc
|
25,000 | $28,857,250 | |
| 3 | STM |
STMicroelectronics N.V.
|
356,000 | $26,660,840 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
26,000 | $15,103,660 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
30,150 | $11,468,155 | |
| 6 | NVDA |
Nvidia Corp
|
45,000 | $9,004,050 | |
| 7 | ALAB |
Astera Labs, Inc.
|
9,000 | $4,347,180 | |
| 8 | QRVO |
Qorvo, Inc.
|
19,488 | $1,817,645 |
All Filings in ON
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,884,862 | 191,939 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,122,500 | 150,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,777,327 | 178,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,428,453 | 122,657 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $7,624,050 | 105,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,427,500 | 50,000 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $6,831,825 | 73,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,944,720 | 84,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,963,520 | 36,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,494,800 | 40,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,479,600 | 120,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,558,900 | 190,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,878,300 | 30,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,433,600 | 80,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,323,200 | 160,000 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $8,738,100 | 210,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,364,250 | 225,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,554,900 | 210,000 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,558,600 | 230,000 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||