Maytus Capital Management, LLC 13F Holdings

CIK 0001708759 · NEW YORK, NY

As of Sep 30, 2025, Maytus Capital Management, LLC reported 65 positions worth $466.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MASTERCARD INCMAFinancial Services47,967$27.3M5.85%
ISHARES RUSSELL 2000 ETFIWM—106,970$25.9M5.55%
WESTERN DIGITAL CORPWDCTechnology194,131$23.3M5.00%
MICROSOFT CORPMSFTTechnology36,480 8.9M4.05%
ISHARES MSCI SOUTH KOREA ETFEWY—201,270 6.1M3.46%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical75,594 3.5M2.90%
MICROCHIP TECHNOLOGY INCMCHPTechnology203,779 3.1M2.81%
APPLE INCAAPLTechnology51,210 3.0M2.80%
AT&T INCTCommunication Services449,711 2.7M2.72%
SERVICENOW INCNOWTechnology12,146 1.2M2.40%
PALO ALTO NETWORKS INCPANWTechnology51,761 0.5M2.26%
ASML HOLDING NVASMLTechnology10,800 0.5M2.24%
HEWLETT PACKARD ENTERPRISE COHPETechnology423,973 0.4M2.23%
MICRON TECHNOLOGY INCMUTechnology62,000 0.4M2.23%
LUMENTUM HOLDINGS INCLITETechnology60,000$9.8M2.09%
WIXCOM LTDWIXTechnology50,635$9.0M1.93%
ON SEMICONDUCTOR CORPONTechnology178,003$8.8M1.88%
VERIZON COMMUNICATIONS INCBACCommunication Services198,026$8.7M1.87%
LAM RESEARCH CORPLRCXTechnology64,034$8.6M1.84%
NVIDIA CORPNVDATechnology45,000$8.4M1.80%
ZSCALER INCZSTechnology27,976$8.4M1.80%
CORNING INCGLWTechnology94,000$7.7M1.65%
BLOCK INCXYZTechnology102,931$7.4M1.60%
SNOWFLAKE INCSNOWTechnology32,192$7.3M1.56%
BROADCOM INCAVGOTechnology21,600$7.1M1.53%