Maytus Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Maytus Capital Management, LLC reported 65 stock positions worth $542.9 million. Its top holding was Mastercard Class A (MA) at 7.9% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Nvidia (NVDA, 4.2%). Compared with Q1 2025, it opened 28 new positions, sold out of 20, added to 19 and reduced 18. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from NXP Semiconductors (NXPI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001708759
- Portfolio Value
- $542.9M (Q2 2025)
- SEC Filing
- 0001420506-25-002009 ↗ filed Aug 14, 2025
Holdings Value
Holdings 65 stocks · $542.9M
| MA Mastercard Inc. Class A | 7.87% | 76,013 | $42.7M | Add +85.6% |
| MSFT Microsoft Corp. | 5.47% | 59,729 | $29.7M | New |
| NVDA Nvidia Corp. | 4.24% | 145,874 | $23.0M | Add +211.8% |
| META Meta Platforms Inc. Class A | 4.16% | 30,632 | $22.6M | Add +48.0% |
| AVGO Broadcom Inc. | 3.53% | 69,430 | $19.1M | Add +201.9% |
| KLAC KLA Corp. | 3.27% | 19,830 | $17.8M | Add +17.6% |
| XYZ Block Inc. | 2.94% | 235,078 | $16.0M | New |
| TXN Texas Instruments Inc. | 2.77% | 72,450 | $15.0M | New |
| INTU Intuit Inc. | 2.63% | 18,094 | $14.3M | Add +68.8% |
| AMZN Amazon.com Inc. | 2.44% | 60,500 | $13.3M | Add +155.5% |
| CYBR Cyberark Software Ltd./Israel | 2.44% | 32,584 | $13.3M | Add +149.4% |
| LRCX Lam Research Corp. | 2.27% | 126,698 | $12.3M | Reduce -35.7% |
| AMD Advanced Micro Devices | 2.25% | 86,051 | $12.2M | Add +142.1% |
| PYPL PayPal Holdings Inc. | 2.14% | 156,523 | $11.6M | Add +184.1% |
| TMUS T-Mobile US Inc. | 2.13% | 48,619 | $11.6M | New |
| SPOT Spotify Technology SA | 2.05% | 14,495 | $11.1M | New |
| LITE Lumentum Holdings Inc. | 2.01% | 114,930 | $10.9M | Add +37.6% |
| FLUT Flutter Entertainment PLC-Di | 1.88% | 35,800 | $10.2M | Add +118.2% |
| ZS Zscaler Inc. | 1.87% | 32,298 | $10.1M | New |
| STX Seagate Technology Holdings | 1.78% | 67,141 | $9.7M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.77% | 163,727 | $9.6M | Add +354.9% |
| EWY iShares MSCI South Korea ETF | 1.71% | 129,140 | $9.3M | New |
| NET Cloudflare Inc. Class A | 1.64% | 45,464 | $8.9M | Reduce -35.0% |
| SNPS Synopsys Inc. | 1.62% | 17,105 | $8.8M | New |
| ORCL Oracle Corp. | 1.54% | 38,326 | $8.4M | New |
| CIEN Ciena Corp. | 1.53% | 101,808 | $8.3M | New |
| CLS Celestica Inc. | 1.47% | 51,244 | $8.0M | Add +28.1% |
| DAY Dayforce Inc. | 1.38% | 135,589 | $7.5M | Add +167.1% |
| SNDK Sandisk Corp. | 1.32% | 158,034 | $7.2M | Reduce -18.4% |
| WDC Western Digital Corp. | 1.28% | 108,618 | $7.0M | Reduce -9.5% |
| PINS Pinterest Inc. Class A | 1.28% | 193,590 | $6.9M | New |
| ON On Semiconductor | 1.18% | 122,657 | $6.4M | New |
| MNDY Monday.com Ltd. | 1.18% | 20,392 | $6.4M | Reduce -9.0% |
| SNOW Snowflake Inc. | 1.17% | 28,415 | $6.4M | Reduce -14.5% |
| VZ Verizon Communications Inc. | 1.15% | 144,332 | $6.2M | New |
| SAP Sap SE-Sponsored ADR | 1.11% | 19,905 | $6.1M | Reduce -40.8% |
| STM Stmicroelectronics NV-NY SHS | 1.06% | 188,846 | $5.7M | Reduce -5.9% |
| JBL Jabil Inc. | 1.01% | 25,099 | $5.5M | New |
| Z Zillow Group Inc. Class C | 0.99% | 76,930 | $5.4M | Reduce -43.7% |
| ROKU Roku Inc. | 0.88% | 54,130 | $4.8M | New |
| COIN Coinbase Global Inc. Class A | 0.86% | 13,310 | $4.7M | New |
| ESTC Elastic NV | 0.86% | 55,106 | $4.6M | New |
| WMG Warner Music Group Corp. Class A | 0.85% | 169,400 | $4.6M | Add +323.5% |
| CART Maplebear Inc. | 0.79% | 94,399 | $4.3M | Add +4.5% |
| OKTA Okta Inc. | 0.78% | 42,240 | $4.2M | Reduce -1.8% |
| PDD PDD Holdings Inc. | 0.67% | 34,500 | $3.6M | Add +47.9% |
| DASH DoorDash Inc. Class A | 0.63% | 13,963 | $3.4M | New |
| APP AppLovin Corp. Class A | 0.63% | 9,800 | $3.4M | Reduce -45.6% |
| RDDT Reddit Inc. Class A | 0.63% | 22,660 | $3.4M | New |
| BABA Alibaba Group Holding-SP ADR | 0.63% | 29,931 | $3.4M | Reduce -52.2% |
| WIX Wix.com Ltd. | 0.62% | 21,274 | $3.4M | New |
| MDB Mongodb Inc. | 0.61% | 15,873 | $3.3M | New |
| S Sentinelone Inc. Class A | 0.53% | 158,813 | $2.9M | Add +36.8% |
| JNPR Juniper Networks Inc. | 0.53% | 72,408 | $2.9M | Reduce -33.0% |
| NOW ServiceNow Inc. | 0.51% | 2,674 | $2.7M | New |
| BIDU Baidu Inc. - Spon ADR | 0.50% | 31,686 | $2.7M | Reduce -32.7% |
| HPE Hewlett Packard Enterprise | 0.45% | 120,000 | $2.5M | New |
| HOOD Robinhood Markets Inc. Class A | 0.44% | 25,341 | $2.4M | Reduce -58.3% |
| CSCO Cisco Systems Inc. | 0.42% | 33,000 | $2.3M | Reduce -77.5% |
| ADI Analog Devices Inc. | 0.40% | 9,060 | $2.2M | Reduce -84.2% |
| CHYM Chime Financial Inc. Class A | 0.38% | 59,950 | $2.1M | New |
| CRCL Circle Internet Group Inc. | 0.29% | 8,800 | $1.6M | New |
| PAYX Paychex Inc. | 0.22% | 8,250 | $1.2M | Reduce -68.4% |
| VOYG Voyager Technologies Inc. Class A | 0.20% | 27,830 | $1.1M | New |
| DDOG Datadog Inc. Class A | 0.14% | 5,500 | $739K | New |
Portfolio Sells Q1 2025 → Q2 2025
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −3.64 |
| ADI Analog Devices Inc. | Reduce -84.2% | 0.40% | −3.15 |
| MU Micron Technology Inc. | Sold out | 0.00% | −2.67 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −2.52 |
| NFLX Netflix Inc. | Sold out | 0.00% | −2.52 |
| CSCO Cisco Systems Inc. | Reduce -77.5% | 0.42% | −2.37 |
| INTC Intel Corp. | Sold out | 0.00% | −2.31 |
| LRCX Lam Research Corp. | Reduce -35.7% | 2.27% | −2.14 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −1.98 |
| BABA Alibaba Group Holding-SP ADR | Reduce -52.2% | 0.63% | −1.92 |
| Z Zillow Group Inc. Class C | Reduce -43.7% | 0.99% | −1.89 |
| FISV Fiserv Inc. | Sold out | 0.00% | −1.80 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −1.70 |
| SAP Sap SE-Sponsored ADR | Reduce -40.8% | 1.11% | −1.66 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.55 |
| SNDK Sandisk Corp. | Reduce -18.4% | 1.32% | −1.52 |
| DUOL Duolingo | Sold out | 0.00% | −1.44 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.27 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.05 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −1.04 |
| PAYX Paychex Inc. | Reduce -68.4% | 0.22% | −1.02 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.98 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.98 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.95 |
| APP AppLovin Corp. Class A | Reduce -45.6% | 0.63% | −0.84 |
| BIDU Baidu Inc. - Spon ADR | Reduce -32.7% | 0.50% | −0.83 |
| NET Cloudflare Inc. Class A | Reduce -35.0% | 1.64% | −0.79 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.77 |
| JNPR Juniper Networks Inc. | Reduce -33.0% | 0.53% | −0.67 |
| OKTA Okta Inc. | Reduce -1.8% | 0.78% | −0.62 |
| MNDY Monday.com Ltd. | Reduce -9.0% | 1.18% | −0.49 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.45 |
| HOOD Robinhood Markets Inc. Class A | Reduce -58.3% | 0.44% | −0.34 |
| SNOW Snowflake Inc. | Reduce -14.5% | 1.17% | −0.32 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.31 |
| STM Stmicroelectronics NV-NY SHS | Reduce -5.9% | 1.06% | −0.30 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −0.26 |
| WDC Western Digital Corp. | Reduce -9.5% | 1.28% | −0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | New | 5.47% | +5.47 |
| XYZ Block Inc. | New | 2.94% | +2.94 |
| TXN Texas Instruments Inc. | New | 2.77% | +2.77 |
| NVDA Nvidia Corp. | Add +211.8% | 4.24% | +2.68 |
| AVGO Broadcom Inc. | Add +201.9% | 3.53% | +2.34 |
| TMUS T-Mobile US Inc. | New | 2.13% | +2.13 |
| SPOT Spotify Technology SA | New | 2.05% | +2.05 |
| ZS Zscaler Inc. | New | 1.87% | +1.87 |
| STX Seagate Technology Holdings | New | 1.78% | +1.78 |
| EWY iShares MSCI South Korea ETF | New | 1.71% | +1.71 |
| SNPS Synopsys Inc. | New | 1.62% | +1.62 |
| ORCL Oracle Corp. | New | 1.54% | +1.54 |
| CIEN Ciena Corp. | New | 1.53% | +1.53 |
| PINS Pinterest Inc. Class A | New | 1.28% | +1.28 |
| ON On Semiconductor | New | 1.18% | +1.18 |
| VZ Verizon Communications Inc. | New | 1.15% | +1.15 |
| AMD Advanced Micro Devices | Add +142.1% | 2.25% | +1.13 |
| CYBR Cyberark Software Ltd./Israel | Add +149.4% | 2.44% | +1.08 |
| TCOM Trip.com Group Ltd.-ADR | Add +354.9% | 1.77% | +1.06 |
| AMZN Amazon.com Inc. | Add +155.5% | 2.44% | +1.06 |
| PYPL PayPal Holdings Inc. | Add +184.1% | 2.14% | +1.04 |
| JBL Jabil Inc. | New | 1.01% | +1.01 |
| MA Mastercard Inc. Class A | Add +85.6% | 7.87% | +0.96 |
| ROKU Roku Inc. | New | 0.88% | +0.88 |
| COIN Coinbase Global Inc. Class A | New | 0.86% | +0.86 |
| ESTC Elastic NV | New | 0.86% | +0.86 |
| FLUT Flutter Entertainment PLC-Di | Add +118.2% | 1.88% | +0.77 |
| DASH DoorDash Inc. Class A | New | 0.63% | +0.63 |
| RDDT Reddit Inc. Class A | New | 0.63% | +0.63 |
| WIX Wix.com Ltd. | New | 0.62% | +0.62 |
| MDB Mongodb Inc. | New | 0.61% | +0.61 |
| INTU Intuit Inc. | Add +68.8% | 2.63% | +0.60 |
| NOW ServiceNow Inc. | New | 0.51% | +0.51 |
| CLS Celestica Inc. | Add +28.1% | 1.47% | +0.50 |
| META Meta Platforms Inc. Class A | Add +48.0% | 4.16% | +0.49 |
| DAY Dayforce Inc. | Add +167.1% | 1.38% | +0.47 |
| WMG Warner Music Group Corp. Class A | Add +323.5% | 0.85% | +0.46 |
| HPE Hewlett Packard Enterprise | New | 0.45% | +0.45 |
| LITE Lumentum Holdings Inc. | Add +37.6% | 2.01% | +0.41 |
| CHYM Chime Financial Inc. Class A | New | 0.38% | +0.38 |
| CRCL Circle Internet Group Inc. | New | 0.29% | +0.29 |
| VOYG Voyager Technologies Inc. Class A | New | 0.20% | +0.20 |
| DDOG Datadog Inc. Class A | New | 0.14% | +0.14 |
| S Sentinelone Inc. Class A | Add +36.8% | 0.53% | −0.11 |
| PDD PDD Holdings Inc. | Add +47.9% | 0.67% | −0.18 |
| KLAC KLA Corp. | Add +17.6% | 3.27% | −0.26 |
| CART Maplebear Inc. | Add +4.5% | 0.79% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $635.7M | AMAT, STX, TXN, MU, STM |
| Q1 2026 | 62 | $561.9M | V, TXN, AMAT, ASML, T |
| Q4 2025 | 61 | $423.2M | V, T, WDC, NVDA, AMAT |
| Q3 2025 | 65 | $466.2M | MA, IWM, WDC, MSFT, EWY |
| Q2 2025 | 65 | $542.9M | MA, MSFT, NVDA, META, AVGO |
| Q1 2025 | 57 | $325.0M | MA, LRCX, META, NXPI, ADI |
| Q4 2024 | 49 | $286.2M | AMZN, LRCX, MSFT, MA, ADI |
| Q3 2024 | 50 | $284.4M | META, NOW, PYPL, AMAT, SPOT |
| Q2 2024 | 47 | $279.8M | META, LRCX, AVGO, NXPI, V |
| Q1 2024 | 50 | $235.9M | NVDA, META, MA, LRCX, ADI |