Maytus Capital Management as of March 31, 2026
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 7.2 | $41M | 134k | 302.24 | |
| Texas Instruments Incorporated (TXN) | 6.1 | $34M | 176k | 194.14 | |
| Applied Materials (AMAT) | 6.1 | $34M | 100k | 341.79 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.5 | $25M | 19k | 1320.83 | |
| At&t (T) | 4.2 | $24M | 816k | 28.99 | |
| Intel Corporation (INTC) | 3.8 | $22M | 490k | 44.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $21M | 71k | 287.56 | |
| Dell Technologies CL C (DELL) | 3.6 | $20M | 123k | 164.13 | |
| Amazon (AMZN) | 2.8 | $16M | 76k | 208.27 | |
| Western Digital (WDC) | 2.5 | $14M | 53k | 270.49 | |
| ON Semiconductor (ON) | 2.1 | $12M | 192k | 61.92 | |
| Ishares Msci Sth Kor Etf (EWY) | 2.1 | $12M | 94k | 123.01 | |
| Jabil Circuit (JBL) | 2.0 | $11M | 42k | 265.63 | |
| Corning Incorporated (GLW) | 1.9 | $11M | 79k | 135.97 | |
| Nokia Corp Sponsored Adr (NOK) | 1.8 | $10M | 1.3M | 8.04 | |
| Akamai Technologies (AKAM) | 1.8 | $10M | 89k | 114.85 | |
| NVIDIA Corporation (NVDA) | 1.8 | $10M | 58k | 174.40 | |
| Baidu Spon Adr Rep A (BIDU) | 1.8 | $10M | 89k | 111.42 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $9.6M | 77k | 125.46 | |
| Synopsys (SNPS) | 1.7 | $9.6M | 24k | 396.48 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $9.3M | 24k | 390.41 | |
| International Business Machines (IBM) | 1.7 | $9.3M | 38k | 242.39 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.7 | $9.3M | 269k | 34.55 | |
| Block Cl A (XYZ) | 1.6 | $9.2M | 154k | 60.18 | |
| Celestica (CLS) | 1.6 | $9.2M | 33k | 281.68 | |
| Analog Devices (ADI) | 1.6 | $9.2M | 29k | 318.14 | |
| salesforce (CRM) | 1.5 | $8.6M | 46k | 186.67 | |
| Fortinet (FTNT) | 1.5 | $8.4M | 102k | 81.72 | |
| Cloudflare Cl A Com (NET) | 1.5 | $8.3M | 40k | 206.34 | |
| Hubspot (HUBS) | 1.3 | $7.4M | 30k | 244.10 | |
| Intuit (INTU) | 1.3 | $7.3M | 17k | 432.38 | |
| Zillow Group Cl C Cap Stk (Z) | 1.2 | $6.9M | 166k | 41.38 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.2 | $6.5M | 46k | 142.85 | |
| Booking Holdings (BKNG) | 1.1 | $6.4M | 1.5k | 4210.32 | |
| Unity Software (U) | 1.1 | $6.1M | 280k | 21.94 | |
| Roku Com Cl A (ROKU) | 1.1 | $6.0M | 64k | 94.62 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $6.0M | 30k | 198.29 | |
| Datadog Cl A Com (DDOG) | 1.0 | $5.5M | 46k | 118.05 | |
| Broadcom (AVGO) | 0.9 | $5.1M | 16k | 309.51 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $5.1M | 73k | 69.30 | |
| Lumentum Hldgs (LITE) | 0.9 | $5.1M | 7.2k | 702.76 | |
| Doordash Cl A (DASH) | 0.9 | $5.0M | 33k | 150.15 | |
| Nebius Group Shs Class A (NBIS) | 0.8 | $4.5M | 44k | 103.76 | |
| Paypal Holdings (PYPL) | 0.8 | $4.5M | 100k | 45.23 | |
| Snowflake Com Shs (SNOW) | 0.7 | $3.9M | 26k | 150.82 | |
| Automatic Data Processing (ADP) | 0.6 | $3.6M | 18k | 203.18 | |
| Walt Disney Company (DIS) | 0.6 | $3.6M | 38k | 96.38 | |
| Qorvo (QRVO) | 0.5 | $3.0M | 38k | 77.40 | |
| Tesla Motors (TSLA) | 0.5 | $2.8M | 7.5k | 371.75 | |
| Flutter Entmt SHS (FLUT) | 0.5 | $2.7M | 27k | 101.95 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $2.3M | 12k | 197.50 | |
| L3harris Technologies (LHX) | 0.4 | $2.2M | 6.4k | 345.15 | |
| F5 Networks (FFIV) | 0.3 | $1.8M | 6.4k | 289.33 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $1.7M | 2.5k | 682.24 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | 8.9k | 192.90 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | 2.5k | 604.39 | |
| Figma Class A Com Stk (FIG) | 0.3 | $1.5M | 73k | 21.14 | |
| Hp (HPQ) | 0.3 | $1.5M | 79k | 19.21 | |
| Roblox Corp Cl A (RBLX) | 0.3 | $1.5M | 26k | 56.56 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $1.3M | 13k | 102.18 | |
| Fabrinet SHS (FN) | 0.2 | $1.2M | 2.4k | 521.52 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.1 | $511k | 20k | 25.54 |
