Maytus Capital Management, LLC

NEW YORK, NY · CIK 1708759 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$597.8m
Staff5 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $19.7m gross assets
Form ADV · 2026-06-04SEC adviser record

Legal entityMAYTUS CAPITAL MANAGEMENT, LLC (US)

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

$635.7m reported value +13.1% vs Q1 2026

62positions

44.4%in top 10

37 new 7 added 18 reduced 37 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	68,081	$49.2m7.74%	7.74%	Reduced -31.8k	-31,794 -31.8%
2	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	49,000	$47.3m7.44%	7.44%	New
3	TEXAS INSTRS INC COM TXN	TXN	125,000	$37.3m5.86%	5.86%	Reduced -50.9k	-50,943 -28.9%
4	MICRON TECHNOLOGY INC COM MU	MU	25,000	$28.9m4.54%	4.54%	New
5	STMICROELECTRONICS N V NY REGISTRY STM	STM	356,000	$26.7m4.19%	4.19%	Added +87.3k	+87,287 32.5%
6	VISA INC COM CL A V	V	73,088	$25.1m3.94%	3.94%	Reduced -61.1k	-61,129 -45.5%
7	LAM RESEARCH CORP COM NEW LRCX	LRCX	50,000	$21.7m3.41%	3.41%	New
8	SALESFORCE INC COM CRM	CRM	100,000	$15.7m2.46%	2.46%	Added +54.2k	+54,164 118.2%
9	AT&T INC COM T	T	739,161	$15.3m2.41%	2.41%	Reduced -77.0k	-76,984 -9.4%
10	FLEX LTD ORD FLEX	FLEX	93,991	$15.2m2.40%	2.40%	New
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	26,000	$15.1m2.38%	2.38%	New
12	DATADOG INC CL A COM DDOG	DDOG	55,437	$14.4m2.27%	2.27%	Added +9.3k	+9,268 20.1%
13	SPDR SER TR S&P OILGAS EXP XOP	XOP	90,450	$14.0m2.19%	2.19%	New
14	FORTINET INC COM FTNT	FTNT	90,000	$13.8m2.17%	2.17%	Reduced -12.3k	-12,323 -12.0%
15	GLOBAL PMTS INC COM GPN	GPN	180,064	$13.1m2.06%	2.06%	New
16	META PLATFORMS INC CL A META	META	23,000	$13.0m2.04%	2.04%	New
17	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	30,150	$11.5m1.80%	1.80%	New
18	AMAZON COM INC COM AMZN	AMZN	48,000	$11.4m1.80%	1.80%	Reduced -27.6k	-27,562 -36.5%
19	NOKIA CORP SPONSORED ADR NOK	NOK	816,967	$10.8m1.71%	1.71%	Reduced -470.0k	-469,984 -36.5%
20	MKS INC. COM MKSI	MKSI	24,369	$10.8m1.71%	1.71%	New
21	SNOWFLAKE INC CL A SNOW	SNOW	42,000	$10.7m1.68%	1.68%	Added +16.4k	+16,386 64.0%
22	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,400	$10.2m1.61%	1.61%	Reduced -10.5k	-10,510 -44.0%
23	ARISTA NETWORKS INC COM SHS ANET	ANET	57,000	$9.7m1.52%	1.52%	New
24	BAIDU INC SPON ADR REP A BIDU	BIDU	80,000	$9.1m1.44%	1.44%	Reduced -9.4k	-9,428 -10.5%
25	AFFIRM HLDGS INC COM CL A AFRM	AFRM	111,847	$9.1m1.43%	1.43%	New
26	NVIDIA CORPORATION COM NVDA	NVDA	45,000	$9.0m1.42%	1.42%	Reduced -13.3k	-13,338 -22.9%
27	T-MOBILE US INC COM TMUS	TMUS	50,000	$8.4m1.32%	1.32%	New
28	F5 INC COM FFIV	FFIV	19,937	$8.3m1.30%	1.30%	Added +13.6k	+13,554 212.3%
29	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	32,232	$8.1m1.27%	1.27%	Added +20.4k	+20,443 173.4%
30	COHERENT CORP COM COHR	COHR	19,000	$7.5m1.18%	1.18%	New
31	ATLASSIAN CORPORATION CL A TEAM	TEAM	94,000	$7.3m1.15%	1.15%	New
32	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	160,000	$7.2m1.14%	1.14%	New
33	AIRBNB INC COM CL A ABNB	ABNB	50,000	$7.2m1.13%	1.13%	New
34	OKTA INC CL A OKTA	OKTA	52,000	$7.1m1.12%	1.12%	New
35	WAYFAIR INC CL A W	W	76,060	$7.0m1.11%	1.11%	New
36	BLOCK INC CL A XYZ	XYZ	90,000	$6.8m1.08%	1.08%	Reduced -63.5k	-63,516 -41.4%
37	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	65,786	$6.6m1.04%	1.04%	Reduced -7.1k	-7,114 -9.8%
38	EXPEDIA GROUP INC COM NEW EXPE	EXPE	24,616	$6.3m0.99%	0.99%	New
39	JFROG LTD ORD SHS FROG	FROG	66,000	$6.0m0.94%	0.94%	New
40	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	19,479	$5.4m0.85%	0.85%	Reduced -24.2k	-24,166 -55.4%
41	HUBSPOT INC COM HUBS	HUBS	28,000	$5.1m0.80%	0.80%	Reduced -2.2k	-2,209 -7.3%
42	CORNING INC COM GLW	GLW	20,000	$5.1m0.80%	0.80%	Reduced -59.4k	-59,414 -74.8%
43	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	50,000	$4.8m0.75%	0.75%	Reduced -26.7k	-26,742 -34.9%
44	JD.COM INC SPON ADS CL A JD	JD	184,790	$4.7m0.74%	0.74%	New
45	WALMART INC COM WMT	WMT	39,452	$4.5m0.70%	0.70%	New
46	ASTERA LABS INC COM ALAB	ALAB	9,000	$4.3m0.68%	0.68%	New
47	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	110,000	$4.3m0.67%	0.67%	New
48	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	8,753	$4.0m0.63%	0.63%	New
49	UNITY SOFTWARE INC COM U	U	136,000	$3.9m0.61%	0.61%	Reduced -143.9k	-143,870 -51.4%
50	SEA LTD SPONSORD ADS SE	SE	40,000	$3.8m0.60%	0.60%	New
51	ORACLE CORP COM ORCL	ORCL	24,643	$3.6m0.57%	0.57%	New
52	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	19,000	$3.0m0.47%	0.47%	New
53	FIDELITY NATL INFORMATION SV COM FIS	FIS	75,000	$2.9m0.46%	0.46%	New
54	REDDIT INC CL A RDDT	RDDT	16,266	$2.8m0.44%	0.44%	New
55	SENTINELONE INC CL A S	S	139,000	$2.4m0.37%	0.37%	New
56	FIGMA INC CLASS A COM STK FIG	FIG	130,000	$2.4m0.37%	0.37%	Added +57.5k	+57,496 79.3%
57	QORVO INC COM QRVO	QRVO	19,488	$1.8m0.29%	0.29%	Reduced -18.8k	-18,824 -49.1%
58	QUANTINUUM INC CL A COM QNT	QNT	20,000	$1.6m0.26%	0.26%	New
59	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	10,000	$1.5m0.23%	0.23%	New
60	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	5,000	$1.1m0.17%	0.17%	New
61	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,945	$546.6k0.09%	0.09%	New
62	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	6,000	$375.8k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASML HOLDING N V ASML	ASML	19,148	$25.3m19.1k shares
INTEL CORP INTC	INTC	489,475	$21.6m489.5k shares
ALPHABET INC GOOGL	GOOGL	71,263	$20.5m71.3k shares
DELL TECHNOLOGIES INC DELL	DELL	122,923	$20.2m122.9k shares
WESTERN DIGITAL CORP WDC	WDC	52,501	$14.2m52.5k shares
ON SEMICONDUCTOR CORP ON	ON	191,939	$11.9m191.9k shares
ISHARES INC EWY	EWY	93,962	$11.6m94.0k shares
JABIL INC JBL	JBL	42,114	$11.2m42.1k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	88,912	$10.2m88.9k shares
SYNOPSYS INC SNPS	SNPS	24,244	$9.6m24.2k shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	38,367	$9.3m38.4k shares
CELESTICA INC CLS	CLS	32,611	$9.2m32.6k shares
ANALOG DEVICES INC ADI	ADI	28,770	$9.2m28.8k shares
CLOUDFLARE INC NET	NET	40,296	$8.3m40.3k shares
INTUIT INTU	INTU	16,969	$7.3m17.0k shares
ZILLOW GROUP INC Z	Z	166,313	$6.9m166.3k shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	45,590	$6.5m45.6k shares
BOOKING HOLDINGS INC BKNG	BKNG	37,750	$6.4m37.8k shares
ROKU INC ROKU	ROKU	63,922	$6.0m63.9k shares
ACCENTURE PLC IRELAND ACN	ACN	30,121	$6.0m30.1k shares
BROADCOM INC AVGO	AVGO	16,409	$5.1m16.4k shares
LUMENTUM HLDGS INC LITE	LITE	7,187	$5.1m7.2k shares
DOORDASH INC DASH	DASH	32,975	$5.0m33.0k shares
PAYPAL HLDGS INC PYPL	PYPL	99,571	$4.5m99.6k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	17,934	$3.6m17.9k shares