Mondrian Capital Management
Latest statistics and disclosures from Maytus Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, STX, TXN, MU, STM, and represent 29.77% of Maytus Capital Management's stock portfolio.
- Added to shares of these 10 stocks: STX (+$47M), MU (+$29M), LRCX (+$22M), FLEX (+$15M), AMD (+$15M), XOP (+$14M), GPN (+$13M), META (+$13M), MTSI (+$12M), MKSI (+$11M).
- Started 37 new stock positions in META, CTSH, AFRM, COHR, MKSI, SPOT, TMUS, ANET, GPN, HPE.
- Reduced shares in these 10 stocks: , AMAT (-$23M), INTC (-$22M), V (-$21M), GOOGL (-$21M), DELL (-$20M), TXN (-$15M), GLW (-$15M), WDC (-$14M), ON (-$12M).
- Sold out of its positions in AKAM, GOOGL, ADI, ADP, BKNG, AVGO, CLS, NET, DELL, DIS.
- Maytus Capital Management was a net seller of stock by $-48M.
- Maytus Capital Management has $636M in assets under management (AUM), dropping by 13.13%.
- Central Index Key (CIK): 0001708759
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Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 7.7 | $49M | -31% | 68k | 723.00 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.4 | $47M | NEW | 49k | 965.00 |
|
| Texas Instruments Incorporated (TXN) | 5.9 | $37M | -28% | 125k | 298.07 |
|
| Micron Technology (MU) | 4.5 | $29M | NEW | 25k | 1154.29 |
|
| Stmicroelectronics N V Ny Registry (STM) | 4.2 | $27M | +32% | 356k | 74.89 |
|
| Visa Com Cl A (V) | 3.9 | $25M | -45% | 73k | 343.09 |
|
| Lam Research Corp Com New (LRCX) | 3.4 | $22M | NEW | 50k | 433.33 |
|
| salesforce (CRM) | 2.5 | $16M | +118% | 100k | 156.66 |
|
| At&t (T) | 2.4 | $15M | -9% | 739k | 20.70 |
|
| Flex Ord (FLEX) | 2.4 | $15M | NEW | 94k | 162.07 |
|
| Advanced Micro Devices (AMD) | 2.4 | $15M | NEW | 26k | 580.91 |
|
| Datadog Cl A Com (DDOG) | 2.3 | $14M | +20% | 55k | 260.36 |
|
| Spdr Series Trust Sp O&g Expl Pro (XOP) | 2.2 | $14M | NEW | 91k | 154.26 |
|
| Fortinet (FTNT) | 2.2 | $14M | -12% | 90k | 153.62 |
|
| Global Payments (GPN) | 2.1 | $13M | NEW | 180k | 72.56 |
|
| Meta Platforms Cl A (META) | 2.0 | $13M | NEW | 23k | 563.29 |
|
| M/a (MTSI) | 1.8 | $12M | NEW | 30k | 380.37 |
|
| Amazon (AMZN) | 1.8 | $11M | -36% | 48k | 238.34 |
|
| Nokia Corp Sponsored Adr (NOK) | 1.7 | $11M | -36% | 817k | 13.28 |
|
| MKS Instruments (MKSI) | 1.7 | $11M | NEW | 24k | 444.80 |
|
| Snowflake Com Shs (SNOW) | 1.7 | $11M | +63% | 42k | 254.50 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $10M | -43% | 13k | 763.14 |
|
| Arista Networks Com Shs (ANET) | 1.5 | $9.7M | NEW | 57k | 169.88 |
|
| Baidu Spon Adr Rep A (BIDU) | 1.4 | $9.1M | -10% | 80k | 114.29 |
|
| Affirm Hldgs Com Cl A (AFRM) | 1.4 | $9.1M | NEW | 112k | 81.55 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $9.0M | -22% | 45k | 200.09 |
|
| Metropcs Communications (TMUS) | 1.3 | $8.4M | NEW | 50k | 167.73 |
|
| F5 Networks (FFIV) | 1.3 | $8.3M | +212% | 20k | 415.96 |
|
| Take-Two Interactive Software (TTWO) | 1.3 | $8.1M | +173% | 32k | 249.98 |
|
| Coherent Corp (COHR) | 1.2 | $7.5M | NEW | 19k | 394.47 |
|
| Atlassian Corporation Cl A (TEAM) | 1.2 | $7.3M | NEW | 94k | 77.79 |
|
| Hewlett Packard Enterprise (HPE) | 1.1 | $7.2M | NEW | 160k | 45.11 |
|
| Airbnb Com Cl A (ABNB) | 1.1 | $7.2M | NEW | 50k | 143.10 |
|
| Okta Cl A (OKTA) | 1.1 | $7.1M | NEW | 52k | 136.45 |
|
| Wayfair Cl A (W) | 1.1 | $7.0M | NEW | 76k | 92.42 |
|
| Block Cl A (XYZ) | 1.1 | $6.8M | -41% | 90k | 76.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $6.6M | -9% | 66k | 100.28 |
|
| Expedia Group Com New (EXPE) | 1.0 | $6.3M | NEW | 25k | 255.88 |
|
| Jfrog Ord Shs (FROG) | 0.9 | $6.0M | NEW | 66k | 90.88 |
|
| Nebius Group Shs Class A (NBIS) | 0.8 | $5.4M | -55% | 20k | 276.17 |
|
| Hubspot (HUBS) | 0.8 | $5.1M | -7% | 28k | 182.51 |
|
| Corning Incorporated (GLW) | 0.8 | $5.1M | -74% | 20k | 255.43 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $4.8M | -34% | 50k | 95.98 |
|
| Jd.com Spon Ads Cl A (JD) | 0.7 | $4.7M | NEW | 185k | 25.48 |
|
| Wal-Mart Stores (WMT) | 0.7 | $4.5M | NEW | 40k | 113.26 |
|
| Astera Labs (ALAB) | 0.7 | $4.3M | NEW | 9.0k | 483.02 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $4.3M | NEW | 110k | 38.73 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $4.0M | NEW | 8.8k | 459.13 |
|
| Unity Software (U) | 0.6 | $3.9M | -51% | 136k | 28.58 |
|
| Sea Sponsord Ads (SE) | 0.6 | $3.8M | NEW | 40k | 95.83 |
|
| Oracle Corporation (ORCL) | 0.6 | $3.6M | NEW | 25k | 146.55 |
|
| Digitalocean Hldgs (DOCN) | 0.5 | $3.0M | NEW | 19k | 157.03 |
|
| Fidelity National Information Services (FIS) | 0.5 | $2.9M | NEW | 75k | 38.88 |
|
| Reddit Cl A (RDDT) | 0.4 | $2.8M | NEW | 16k | 173.58 |
|
| Sentinelone Cl A (S) | 0.4 | $2.4M | NEW | 139k | 16.97 |
|
| Figma Class A Com Stk (FIG) | 0.4 | $2.4M | +79% | 130k | 18.09 |
|
| Qorvo (QRVO) | 0.3 | $1.8M | -49% | 20k | 93.27 |
|
| Quantinuum Cl A Com | 0.3 | $1.6M | NEW | 20k | 81.74 |
|
| Applied Optoelectronics (AAOI) | 0.2 | $1.5M | NEW | 10k | 148.16 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.2 | $1.1M | NEW | 5.0k | 221.00 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $547k | NEW | 1.9k | 281.03 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $376k | NEW | 6.0k | 62.63 |
|
Past Filings by Maytus Capital Management
SEC 13F filings are viewable for Maytus Capital Management going back to 2018
- Maytus Capital Management 2026 Q2 filed Aug. 14, 2026
- Maytus Capital Management 2026 Q1 filed May 15, 2026
- Maytus Capital Management 2025 Q4 filed Feb. 17, 2026
- Maytus Capital Management 2025 Q3 filed Nov. 14, 2025
- Maytus Capital Management 2025 Q2 filed Aug. 14, 2025
- Maytus Capital Management 2025 Q1 filed May 15, 2025
- Maytus Capital Management 2024 Q4 filed Feb. 14, 2025
- Maytus Capital Management 2024 Q3 filed Nov. 14, 2024
- Maytus Capital Management 2024 Q2 filed Aug. 5, 2024
- Maytus Capital Management 2024 Q1 filed May 13, 2024
- Maytus Capital Management 2023 Q3 filed Nov. 13, 2023
- Maytus Capital Management 2023 Q2 filed Aug. 14, 2023
- Maytus Capital Management 2023 Q1 filed May 12, 2023
- Maytus Capital Management 2022 Q4 filed Feb. 6, 2023
- Maytus Capital Management 2022 Q3 filed Nov. 14, 2022
- Maytus Capital Management 2022 Q2 filed Aug. 12, 2022