Maytus Capital Management as of Dec. 31, 2025
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 8.1 | $34M | 98k | 350.71 | |
| At&t (T) | 5.2 | $22M | 880k | 24.84 | |
| Western Digital (WDC) | 5.0 | $21M | 123k | 172.27 | |
| NVIDIA Corporation (NVDA) | 4.4 | $19M | 100k | 186.50 | |
| Applied Materials (AMAT) | 4.3 | $18M | 71k | 256.99 | |
| Micron Technology (MU) | 4.0 | $17M | 59k | 285.41 | |
| Microsoft Corporation (MSFT) | 3.4 | $15M | 30k | 483.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $12M | 11k | 1069.86 | |
| Ishares Msci Sth Kor Etf (EWY) | 2.5 | $11M | 110k | 97.22 | |
| Intuit (INTU) | 2.3 | $9.9M | 15k | 662.42 | |
| Microchip Technology (MCHP) | 2.2 | $9.2M | 145k | 63.72 | |
| Snowflake Com Shs (SNOW) | 2.2 | $9.2M | 42k | 219.36 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $9.1M | 42k | 217.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $8.6M | 28k | 313.00 | |
| ON Semiconductor (ON) | 1.9 | $8.1M | 150k | 54.15 | |
| Jabil Circuit (JBL) | 1.9 | $8.0M | 35k | 228.02 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $7.6M | 31k | 246.16 | |
| Ciena Corp Com New (CIEN) | 1.8 | $7.5M | 32k | 233.87 | |
| Amazon (AMZN) | 1.7 | $7.4M | 32k | 230.82 | |
| Confluent Class A Com (CFLT) | 1.7 | $7.3M | 240k | 30.24 | |
| salesforce (CRM) | 1.7 | $7.2M | 27k | 264.91 | |
| Block Cl A (XYZ) | 1.6 | $6.7M | 104k | 65.09 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.6 | $6.7M | 81k | 83.00 | |
| Spotify Technology S A SHS (SPOT) | 1.6 | $6.7M | 12k | 580.71 | |
| Autodesk (ADSK) | 1.5 | $6.4M | 22k | 296.01 | |
| Qorvo (QRVO) | 1.5 | $6.3M | 75k | 84.51 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.5 | $6.3M | 85k | 74.43 | |
| Fidelity National Information Services (FIS) | 1.5 | $6.3M | 95k | 66.46 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $6.0M | 41k | 146.58 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.3 | $5.6M | 30k | 185.56 | |
| Reddit Cl A (RDDT) | 1.3 | $5.5M | 24k | 229.87 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $5.4M | 34k | 160.97 | |
| International Business Machines (IBM) | 1.3 | $5.3M | 18k | 296.21 | |
| Mongodb Cl A (MDB) | 1.2 | $5.2M | 13k | 419.69 | |
| Lumentum Hldgs (LITE) | 1.2 | $5.2M | 14k | 368.59 | |
| Expedia Group Com New (EXPE) | 1.2 | $5.1M | 18k | 283.31 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.2 | $5.0M | 44k | 113.10 | |
| Baidu Spon Adr Rep A (BIDU) | 1.2 | $5.0M | 38k | 130.66 | |
| Roku Com Cl A (ROKU) | 1.1 | $4.8M | 44k | 108.49 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.1 | $4.7M | 33k | 143.89 | |
| Unity Software (U) | 1.1 | $4.6M | 105k | 44.17 | |
| Fortinet (FTNT) | 1.0 | $4.3M | 55k | 79.41 | |
| Fiserv (FI) | 0.9 | $4.0M | 60k | 67.17 | |
| Flutter Entmt SHS (FLUT) | 0.8 | $3.4M | 16k | 215.04 | |
| Walt Disney Company (DIS) | 0.8 | $3.4M | 30k | 113.77 | |
| Carvana Cl A (CVNA) | 0.8 | $3.4M | 8.0k | 422.02 | |
| Cisco Systems (CSCO) | 0.7 | $3.1M | 40k | 77.03 | |
| Flex Ord (FLEX) | 0.7 | $3.0M | 50k | 60.42 | |
| Synopsys (SNPS) | 0.7 | $2.8M | 6.0k | 469.72 | |
| Apple (AAPL) | 0.6 | $2.7M | 10k | 271.86 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.9M | 4.0k | 468.76 | |
| Sentinelone Cl A (S) | 0.4 | $1.5M | 100k | 15.00 | |
| Okta Cl A (OKTA) | 0.3 | $1.4M | 16k | 86.47 | |
| Monday SHS (MNDY) | 0.3 | $1.3M | 9.0k | 147.56 | |
| Akamai Technologies (AKAM) | 0.3 | $1.3M | 15k | 87.25 | |
| Cloudflare Cl A Com (NET) | 0.3 | $1.2M | 6.0k | 197.15 | |
| Maplebear (CART) | 0.3 | $1.1M | 25k | 44.98 | |
| Netskope Cl A (NTSK) | 0.2 | $965k | 55k | 17.54 | |
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $952k | 12k | 79.30 | |
| Automatic Data Processing (ADP) | 0.2 | $772k | 3.0k | 257.23 | |
| Nebius Group Shs Class A (NBIS) | 0.2 | $670k | 8.0k | 83.70 |
