Mondrian Capital Management

Maytus Capital Management as of June 30, 2026

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 68k 723.00
Seagate Technology Hldngs Pl Ord Shs (STX) 7.4 $47M 49k 965.00
Texas Instruments Incorporated (TXN) 5.9 $37M 125k 298.07
Micron Technology (MU) 4.5 $29M 25k 1154.29
Stmicroelectronics N V Ny Registry (STM) 4.2 $27M 356k 74.89
Visa Com Cl A (V) 3.9 $25M 73k 343.09
Lam Research Corp Com New (LRCX) 3.4 $22M 50k 433.33
salesforce (CRM) 2.5 $16M 100k 156.66
At&t (T) 2.4 $15M 739k 20.70
Flex Ord (FLEX) 2.4 $15M 94k 162.07
Advanced Micro Devices (AMD) 2.4 $15M 26k 580.91
Datadog Cl A Com (DDOG) 2.3 $14M 55k 260.36
Spdr Series Trust Sp O&g Expl Pro (XOP) 2.2 $14M 91k 154.26
Fortinet (FTNT) 2.2 $14M 90k 153.62
Global Payments (GPN) 2.1 $13M 180k 72.56
Meta Platforms Cl A (META) 2.0 $13M 23k 563.29
M/a (MTSI) 1.8 $12M 30k 380.37
Amazon (AMZN) 1.8 $11M 48k 238.34
Nokia Corp Sponsored Adr (NOK) 1.7 $11M 817k 13.28
MKS Instruments (MKSI) 1.7 $11M 24k 444.80
Snowflake Com Shs (SNOW) 1.7 $11M 42k 254.50
Crowdstrike Hldgs Cl A (CRWD) 1.6 $10M 13k 763.14
Arista Networks Com Shs (ANET) 1.5 $9.7M 57k 169.88
Baidu Spon Adr Rep A (BIDU) 1.4 $9.1M 80k 114.29
Affirm Hldgs Com Cl A (AFRM) 1.4 $9.1M 112k 81.55
NVIDIA Corporation (NVDA) 1.4 $9.0M 45k 200.09
Metropcs Communications (TMUS) 1.3 $8.4M 50k 167.73
F5 Networks (FFIV) 1.3 $8.3M 20k 415.96
Take-Two Interactive Software (TTWO) 1.3 $8.1M 32k 249.98
Coherent Corp (COHR) 1.2 $7.5M 19k 394.47
Atlassian Corporation Cl A (TEAM) 1.2 $7.3M 94k 77.79
Hewlett Packard Enterprise (HPE) 1.1 $7.2M 160k 45.11
Airbnb Com Cl A (ABNB) 1.1 $7.2M 50k 143.10
Okta Cl A (OKTA) 1.1 $7.1M 52k 136.45
Wayfair Cl A (W) 1.1 $7.0M 76k 92.42
Block Cl A (XYZ) 1.1 $6.8M 90k 76.00
Robinhood Mkts Com Cl A (HOOD) 1.0 $6.6M 66k 100.28
Expedia Group Com New (EXPE) 1.0 $6.3M 25k 255.88
Jfrog Ord Shs (FROG) 0.9 $6.0M 66k 90.88
Nebius Group Shs Class A (NBIS) 0.8 $5.4M 20k 276.17
Hubspot (HUBS) 0.8 $5.1M 28k 182.51
Corning Incorporated (GLW) 0.8 $5.1M 20k 255.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.8 $4.8M 50k 95.98
Jd.com Spon Ads Cl A (JD) 0.7 $4.7M 185k 25.48
Wal-Mart Stores (WMT) 0.7 $4.5M 40k 113.26
Astera Labs (ALAB) 0.7 $4.3M 9.0k 483.02
Cognizant Technology Solutio Cl A (CTSH) 0.7 $4.3M 110k 38.73
Spotify Technology S A SHS (SPOT) 0.6 $4.0M 8.8k 459.13
Unity Software (U) 0.6 $3.9M 136k 28.58
Sea Sponsord Ads (SE) 0.6 $3.8M 40k 95.83
Oracle Corporation (ORCL) 0.6 $3.6M 25k 146.55
Digitalocean Hldgs (DOCN) 0.5 $3.0M 19k 157.03
Fidelity National Information Services (FIS) 0.5 $2.9M 75k 38.88
Reddit Cl A (RDDT) 0.4 $2.8M 16k 173.58
Sentinelone Cl A (S) 0.4 $2.4M 139k 16.97
Figma Class A Com Stk (FIG) 0.4 $2.4M 130k 18.09
Qorvo (QRVO) 0.3 $1.8M 20k 93.27
Quantinuum Cl A Com 0.3 $1.6M 20k 81.74
Applied Optoelectronics (AAOI) 0.2 $1.5M 10k 148.16
Cerebras Systems Com Cl A (CBRS) 0.2 $1.1M 5.0k 221.00
Nxp Semiconductors N V (NXPI) 0.1 $547k 1.9k 281.03
Circle Internet Group Com Cl A (CRCL) 0.1 $376k 6.0k 62.63