Position in S
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,358,830
+$858,830 QoQ
Shares Held
139,000
+39.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#131
of 484 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S 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. S ranks #8 (4.3% of the industry book) .
| # | 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.
This page
|
139,000 | $2,358,830 |
All Filings in S
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,358,830 | 139,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,500,000 | 100,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,854,228 | 162,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,903,101 | 158,813 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,110,807 | 116,106 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $3,588,000 | 150,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,789,000 | 180,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,165,500 | 50,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,585,600 | 240,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,686,000 | 100,000 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $6,058,800 | 120,000 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $850,000 | 20,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||