Maytus Capital Management
Maytus Capital Management reported 62 stocks worth $636M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMAT (7.7%), STX (7.4%) and TXN (5.9%). Compared with Q1 2026, the fund opened new positions in STX, MU and LRCX, added to STM, CRM and DDOG, trimmed AMAT, TXN and V and sold out of ASML, INTC and GOOGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $49.2M | 7.7% | 68K | −32K (−32%) | 5 of 8 | |
| 2 |  STX Seagate Technology Hldngs PL | $47.3M | 7.4% | 49K | New position | 2 of 8 | |
| 3 |  TXN Texas Instrs Inc | $37.3M | 5.9% | 125K | −51K (−29%) | 5 of 8 | |
| 4 |  MU Micron Technology Inc | $28.9M | 4.5% | 25K | New position | 5 of 8 | |
| 5 |  STM Stmicroelectronics N V | $26.7M | 4.2% | 356K | +87K (+32%) | 4 of 8 | |
| 6 |  V Visa Inc | $25.1M | 3.9% | 73K | −61K (−46%) | 4 of 8 | |
| 7 |  LRCX Lam Research Corp | $21.7M | 3.4% | 50K | New position | 5 of 8 | |
| 8 |  CRM Salesforce Inc | $15.7M | 2.5% | 100K | +54K (+118%) | 5 of 8 | |
| 9 |  T At&T Inc | $15.3M | 2.4% | 739K | −77K (−9%) | 4 of 8 | |
| 10 |  FLEX Flex Ltd | $15.2M | 2.4% | 94K | New position | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ASML Asml Holding N V | $25.3M | 19K |
 INTC Intel Corp | $21.6M | 489K |
 GOOGL Alphabet Inc | $20.5M | 71K |
 DELL Dell Technologies Inc | $20.2M | 123K |
 WDC Western Digital Corp | $14.2M | 53K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Maytus Capital Management 13F FAQ
What does Maytus Capital Management own?
Maytus Capital Management reported 62 stocks worth $636M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMAT (7.7%), STX (7.4%) and TXN (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Maytus Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 7 added to, 18 trimmed and 37 sold out. New positions include STX, MU and LRCX. It sold all of ASML, INTC and GOOGL.
When will Maytus Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Maytus Capital Management's portfolio worth?
The Q2 2026 filing reports $636M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.