Institutional Fund
Maytus Capital Management, LLC
New York, NYCIK 17087595 filings on record
Portfolio Value
$561.94M
Q1 2026
Holdings
62
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+32.8%
from $423.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Visa Inc7.2%
- Texas Instrs Inc6.1%
- Applied Matls Inc6.1%
- Asml Holding N V4.5%
- At&T Inc4.2%
- Intel Corp3.8%
- Other68.1%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | 134.2K | $40.57M | 7.2% | +36.7K | Added |
| 2 | Texas Instrs Inc | 175.9K | $34.16M | 6.1% | +175.9K | New |
| 3 | Applied Matls Inc | 99.9K | $34.14M | 6.1% | +28.9K | Added |
| 4 | Asml Holding N V | 19.1K | $25.29M | 4.5% | +8.1K | Added |
| 5 | At&T Inc | 816.1K | $23.66M | 4.2% | −63.9K | Reduced |
| 6 | Intel Corp | 489.5K | $21.60M | 3.8% | +489.5K | New |
| 7 | Alphabet Inc | 71.3K | $20.49M | 3.6% | +43.8K | Added |
| 8 | Dell Technologies Inc | 122.9K | $20.18M | 3.6% | +122.9K | New |
| 9 | Amazon Com Inc | 75.6K | $15.74M | 2.8% | +43.6K | Added |
| 10 | Western Digital Corp | 52.5K | $14.20M | 2.5% | −70.5K | Reduced |
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