Maytus Capital Management, LLC
Top Portfolio Positions
60 positions ·
$536,498,458 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
134,217 | $40,565,746 | 7.56% | |
| TXN |
Texas Instruments Inc
Technology
|
175,943 | $34,157,574 | 6.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
99,875 | $34,136,276 | 6.36% | |
| ASML |
Asml Holding NV
Technology
|
19,148 | $25,291,252 | 4.71% | |
| T |
At&T Inc.
Communication Services
|
816,145 | $23,660,043 | 4.41% | |
| INTC |
Intel Corp
Technology
|
489,475 | $21,600,531 | 4.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
71,263 | $20,492,388 | 3.82% | |
| DELL |
Dell Technologies Inc.
Technology
|
122,923 | $20,175,351 | 3.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,562 | $15,737,297 | 2.93% | |
| WDC |
Western Digital Corp
Technology
|
52,501 | $14,200,995 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||