Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,840,000
-$2,398,592 QoQ
Shares Held
90,000
-41.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#244
of 1,079 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ 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. XYZ ranks #5 (12.4% 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.
This page
|
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 XYZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,840,000 | 90,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,238,592 | 153,516 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,736,815 | 103,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,438,823 | 102,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,968,848 | 235,078 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $8,074,050 | 95,000 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $6,771,450 | 105,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,709,150 | 67,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,961,500 | 90,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $973,720 | 22,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,997,100 | 30,000 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $5,156,560 | 21,500 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,135,250 | 5,000 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $8,533,875 | 52,500 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||