Maytus Capital Management, LLC: 13F holdings
CIK 17087592026Q2
| Positions | 62 |
|---|
| Reported value | $635.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 62 (+0 vs prior quarter) |
|---|
| Reported value | $635.7m (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 68,081 | $49.2m | 7.7% |
| SEAGATE TECHNOLOGY HLDNGS PL | 49,000 | $47.3m | 7.4% |
| TXN TEXAS INSTRS INC | 125,000 | $37.3m | 5.9% |
| MU MICRON TECHNOLOGY INC | 25,000 | $28.9m | 4.5% |
| STM STMICROELECTRONICS N V | 356,000 | $26.7m | 4.2% |
| V VISA INC | 73,088 | $25.1m | 3.9% |
| LRCX LAM RESEARCH CORP | 50,000 | $21.7m | 3.4% |
| CRM SALESFORCE INC | 100,000 | $15.7m | 2.5% |
| T AT&T INC | 739,161 | $15.3m | 2.4% |
| FLEX LTD | 93,991 | $15.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1708759")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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