Sponsored

The Analysis of Maytus Capital Management, LLC's Holdings & P&L

Currently, Maytus Capital Management, LLC holds 62 types of securities in its portfolio with a total value $561.9M. In the most recent quarter, they have increased their positions in TXN (+175.9K shares, valued at $34.2M), INTC (+489.5K shares, valued at $21.6M), DELL (+122.9K shares, valued at $20.2M); decreased their positions in WDC (-70.5K shares, valued at $19.1M), NVDA (-41.7K shares, valued at $7.3M), LITE (-6.8K shares, valued at $4.8M); initiated new positions in TXN (+175.9K shares, valued at $34.2M), INTC (+489.5K shares, valued at $21.6M), DELL (+122.9K shares, valued at $20.2M).

1M P&L

+47.3M+9.91%

3M P&L

+93.0M+21.57%

HY P&L

+137.3M+35.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors73.0M

17.6%

2Software - Infrastructure61.0M

14.7%

3Software - Application44.8M

10.8%

Top Industries by Stock Count

1Software - Infrastructure14 stocks

23.3%

2Software - Application8 stocks

13.3%

3Semiconductors7 stocks

11.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

V VISA INC134.2K shares37.66%2026-03-312026-05-15

TXN TEXAS INSTRS INC175.9K sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC99.9K shares40.67%2026-03-312026-05-15

ASML ASML HLDG NV19.1K shares74.07%2026-03-312026-05-15

T AT&T INC816.1K shares-7.26%2026-03-312026-05-15

INTC INTEL CORP489.5K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC71.3K shares159.14%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC122.9K sharesnew addition2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC75.6K shares136.13%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP52.5K shares-57.32%2026-03-312026-05-15

ON ON SEMICONDUCTOR CORP191.9K shares27.96%2026-03-312026-05-15

EWY ISHARES INC94.0K shares-14.58%2026-03-312026-05-15

JBL JABIL INC42.1K shares20.33%2026-03-312026-05-15

GLW CORNING INC79.4K sharesnew addition2026-03-312026-05-15

NOK NOKIA CORP1.3M sharesnew addition2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC88.9K shares492.75%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION58.3K shares-41.66%2026-03-312026-05-15

BIDU BAIDU INC89.4K shares135.34%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD76.7K shares87.18%2026-03-312026-05-15

SNPS SYNOPSYS INC24.2K shares304.07%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC23.9K shares497.75%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS38.4K shares113.15%2026-03-312026-05-15

STM STMICROELECTRONICS N V268.7K sharesnew addition2026-03-312026-05-15

XYZ BLOCK INC153.5K shares48.32%2026-03-312026-05-15

Sponsored

CELESTICA INC CELESTICA INC32.6K sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES INC28.8K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC45.8K shares69.76%2026-03-312026-05-15

FTNT FORTINET INC102.3K shares87.75%2026-03-312026-05-15

NET CLOUDFLARE INC40.3K shares571.60%2026-03-312026-05-15

HUBS HUBSPOT INC30.2K sharesnew addition2026-03-312026-05-15

INTU INTUIT17.0K shares13.13%2026-03-312026-05-15

Z ZILLOW GROUP INC166.3K sharesnew addition2026-03-312026-05-15

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT45.6K shares51.97%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC1.5K sharesnew addition2026-03-312026-05-15

U UNITY SOFTWARE INC279.9K shares166.54%2026-03-312026-05-15

ROKU ROKU INC63.9K shares45.28%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30.1K sharesnew addition2026-03-312026-05-15

DDOG DATADOG INC46.2K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC16.4K sharesnew addition2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC72.9K shares65.68%2026-03-312026-05-15

Sponsored

LITE LUMENTUM HLDGS INC7.2K shares-48.66%2026-03-312026-05-15

DASH DOORDASH INC33.0K sharesnew addition2026-03-312026-05-15

NBIS NEBIUS GROUP N.V.43.6K shares445.56%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC99.6K sharesnew addition2026-03-312026-05-15

SNOW SNOWFLAKE INC25.6K shares-39.01%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN17.9K shares497.80%2026-03-312026-05-15

DIS DISNEY WALT CO37.8K shares25.97%2026-03-312026-05-15

QRVO QORVO INC38.3K shares-48.92%2026-03-312026-05-15

Sponsored

TSLA TESLA INC7.5K sharesnew addition2026-03-312026-05-15

FLUT FLUTTER ENTMT PLC26.9K shares67.85%2026-03-312026-05-15

TTWO TAKE-TWO INTERACTIVE SOFTWAR11.8K sharesnew addition2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC6.4K sharesnew addition2026-03-312026-05-15

FFIV F5 INC6.4K sharesnew addition2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP2.5K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION8.9K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP2.5K sharesnew addition2026-03-312026-05-15

Sponsored

FIG FIGMA INC72.5K sharesnew addition2026-03-312026-05-15

HP INC HP INC79.0K sharesnew addition2026-03-312026-05-15

RBLX ROBLOX CORP26.4K sharesnew addition2026-03-312026-05-15

PDD PDD HOLDINGS INC12.8K sharesnew addition2026-03-312026-05-15

FN FABRINET2.4K sharesnew addition2026-03-312026-05-15

WMG WARNER MUSIC GROUP CORP20.0K sharesnew addition2026-03-312026-05-15

VISA INC

37.66%

Shares134.2K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

New

Shares175.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

40.67%

Shares99.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

74.07%

Shares19.1K

Event2026-03-31

Filed2026-05-15

AT&T INC

-7.26%

Shares816.1K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

New

Shares489.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

159.14%

Shares71.3K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

New

Shares122.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

136.13%

Shares75.6K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-57.32%

Shares52.5K

Event2026-03-31

Filed2026-05-15

ON SEMICONDUCTOR CORP

27.96%

Shares191.9K

Event2026-03-31

Filed2026-05-15

EWY

ISHARES INC

-14.58%

Shares94.0K

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

20.33%

Shares42.1K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

New

Shares79.4K

Event2026-03-31

Filed2026-05-15

NOK

NOKIA CORP

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

492.75%

Shares88.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-41.66%

Shares58.3K

Event2026-03-31

Filed2026-05-15

BIDU

BAIDU INC

135.34%

Shares89.4K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

87.18%

Shares76.7K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

304.07%

Shares24.2K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

497.75%

Shares23.9K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

113.15%

Shares38.4K

Event2026-03-31

Filed2026-05-15

STM

STMICROELECTRONICS N V

New

Shares268.7K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

48.32%

Shares153.5K

Event2026-03-31

Filed2026-05-15

CELESTICA INC

New

Shares32.6K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

New

Shares28.8K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

69.76%

Shares45.8K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

87.75%

Shares102.3K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

571.60%

Shares40.3K

Event2026-03-31

Filed2026-05-15

HUBS

HUBSPOT INC

New

Shares30.2K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

13.13%

Shares17.0K

Event2026-03-31

Filed2026-05-15

ZILLOW GROUP INC

New

Shares166.3K

Event2026-03-31

Filed2026-05-15

CHKP

CHECK POINT SOFTWARE TECH LT

51.97%

Shares45.6K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

UNITY SOFTWARE INC

166.54%

Shares279.9K

Event2026-03-31

Filed2026-05-15

ROKU

ROKU INC

45.28%

Shares63.9K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

New

Shares30.1K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

New

Shares46.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares16.4K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

65.68%

Shares72.9K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

-48.66%

Shares7.2K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

New

Shares33.0K

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N.V.

445.56%

Shares43.6K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

New

Shares99.6K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

-39.01%

Shares25.6K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

497.80%

Shares17.9K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

25.97%

Shares37.8K

Event2026-03-31

Filed2026-05-15

QRVO

QORVO INC

-48.92%

Shares38.3K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

FLUT

FLUTTER ENTMT PLC

67.85%

Shares26.9K

Event2026-03-31

Filed2026-05-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares11.8K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

FFIV

F5 INC

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

New

Shares8.9K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

FIG

FIGMA INC

New

Shares72.5K

Event2026-03-31

Filed2026-05-15

HP INC

New

Shares79.0K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

New

Shares26.4K

Event2026-03-31

Filed2026-05-15

PDD

PDD HOLDINGS INC

New

Shares12.8K

Event2026-03-31

Filed2026-05-15

FABRINET

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

WMG

WARNER MUSIC GROUP CORP

New

Shares20.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available