Position in STM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,660,840
+$17,376,806 QoQ
Shares Held
356,000
+32.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
#76
of 602 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STM 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. STM ranks #3 (19.6% of the industry book) .
| # | 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.
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|
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 STM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,660,840 | 356,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,284,034 | 268,713 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,742,806 | 188,846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,407,020 | 200,684 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $7,569,630 | 151,000 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $1,872,150 | 35,000 | Shares | Sole | 2023-05-12 | |
| 2020-12-31 | $6,681,600 | 180,000 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||