StockDriftsStockDriftsTop 50 Maytus Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 7.22% | 134.2K | $40.6M | +37.66%(+36.72K) | $327.09(+10.71%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 6.08% | 175.9K | $34.2M | new | $187.66(+56.17%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 6.07% | 99.9K | $34.1M | +40.67%(+28.88K) | $238.16(+153.21%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.5% | 19.1K | $25.3M | +74.07%(+8.15K) | $948.38(+86.56%) | 2026-03-31 | |
| T | AT&T INC | 4.21% | 816.1K | $23.7M | -7.26%(-63.85K) | $27.59(-25.40%) | 2026-03-31 | |
| INTC | INTEL CORP | 3.84% | 489.5K | $21.6M | new | $29.22(+311.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.65% | 71.3K | $20.5M | +159.14%(+43.76K) | $256.19(+40.49%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 3.59% | 122.9K | $20.2M | new | $129.41(+204.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.8% | 75.6K | $15.7M | +136.13%(+43.56K) | $201.69(+20.32%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 2.53% | 52.5K | $14.2M | -57.32%(-70.50K) | $62.17(+766.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.52% | +160.07% |
| Top 20 Holdings Unweighted | +36.36% | +153.56% |
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