StockDriftsStockDriftsTop 50 Maytus Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 7.74% | 68.1K | $49.2M | -31.83%(-31.79K) | $238.16(+124.45%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 7.44% | 49.0K | $47.3M | new | $75.66(+1117.78%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.86% | 125.0K | $37.3M | -28.95%(-50.94K) | $187.66(+45.70%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.54% | 25.0K | $28.9M | new | $88.94(+967.96%) | 2026-06-30 | |
| STM | STMICROELECTRONICS N V | 4.19% | 356.0K | $26.7M | +32.48%(+87.29K) | $41.31(+30.53%) | 2026-06-30 | |
| V | VISA INC | 3.94% | 73.1K | $25.1M | -45.54%(-61.13K) | $327.09(+11.73%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.41% | 50.0K | $21.7M | new | $72.71(+363.49%) | 2026-06-30 | |
| CRM | SALESFORCE INC | 2.46% | 100.0K | $15.7M | +118.17%(+54.16K) | $200.15(+0.61%) | 2026-06-30 | |
| T | AT&T INC | 2.41% | 739.2K | $15.3M | -9.43%(-76.98K) | $27.59(-10.90%) | 2026-06-30 | |
| FLEX | FLEX LTD | 2.4% | 94.0K | $15.2M | new | $80.80(+53.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +50.42% | +240.33% | +27.22% | +233.32% |
| Top 20 Holdings Unweighted | +48.23% | +225.69% | +24.06% | +193.84% |
Maytus Capital Management LLC reports $635.73M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (7.7%), STX (7.4%) and TXN (5.9%). The top 20 holdings account for 64.52% of reported assets. Its disclosed equity book has returned +240.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Maytus Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1708759). View Maytus Capital Management LLC’s 13F filings on SEC