Maytus Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| TEXAS INSTRS INC | 0 | 175,943 | +175,943 | 0 | 34,157,574 | +34,157,574 |
| INTEL CORP | 0 | 489,475 | +489,475 | 0 | 21,600,532 | +21,600,532 |
| DELL TECHNOLOGIES INC | 0 | 122,923 | +122,923 | 0 | 20,175,352 | +20,175,352 |
| APPLIED MATLS INC | 71,000 | 99,875 | +28,875 | 18,246,290 | 34,136,276 | +15,889,986 |
| ASML HLDG NV | 11,000 | 19,148 | +8,148 | 11,768,460 | 25,291,253 | +13,522,793 |
| ALPHABET INC | 27,500 | 71,263 | +43,763 | 8,607,500 | 20,492,388 | +11,884,888 |
| CORNING INC | 0 | 79,414 | +79,414 | 0 | 10,797,922 | +10,797,922 |
| NOKIA CORP | 0 | 1,286,951 | +1,286,951 | 0 | 10,347,086 | +10,347,086 |
| STMICROELECTRONICS N V | 0 | 268,713 | +268,713 | 0 | 9,284,034 | +9,284,034 |
| CELESTICA INC | 0 | 32,611 | +32,611 | 0 | 9,185,866 | +9,185,866 |
| ANALOG DEVICES INC | 0 | 28,770 | +28,770 | 0 | 9,152,888 | +9,152,888 |
| AKAMAI TECHNOLOGIES INC | 15,000 | 88,912 | +73,912 | 1,308,750 | 10,211,543 | +8,902,793 |
| AMAZON COM INC | 32,000 | 75,562 | +43,562 | 7,386,240 | 15,737,298 | +8,351,058 |
| CROWDSTRIKE HLDGS INC | 4,000 | 23,910 | +19,910 | 1,875,040 | 9,334,703 | +7,459,663 |
| HUBSPOT INC | 0 | 30,209 | +30,209 | 0 | 7,374,017 | +7,374,017 |
| CLOUDFLARE INC | 6,000 | 40,296 | +34,296 | 1,182,900 | 8,314,677 | +7,131,777 |
| ZILLOW GROUP INC | 0 | 166,313 | +166,313 | 0 | 6,882,032 | +6,882,032 |
| SYNOPSYS INC | 6,000 | 24,244 | +18,244 | 2,818,320 | 9,612,261 | +6,793,941 |
| VISA INC | 97,500 | 134,217 | +36,717 | 34,194,225 | 40,565,746 | +6,371,521 |
| BOOKING HOLDINGS INC | 0 | 1,510 | +1,510 | 0 | 6,357,583 | +6,357,583 |
| ACCENTURE PLC IRELAND | 0 | 30,121 | +30,121 | 0 | 5,972,693 | +5,972,693 |
| DATADOG INC | 0 | 46,169 | +46,169 | 0 | 5,450,250 | +5,450,250 |
| BROADCOM INC | 0 | 16,409 | +16,409 | 0 | 5,078,750 | +5,078,750 |
| BAIDU INC | 38,000 | 89,428 | +51,428 | 4,965,080 | 9,964,068 | +4,998,988 |
| DOORDASH INC | 0 | 32,975 | +32,975 | 0 | 4,951,196 | +4,951,196 |
| PAYPAL HLDGS INC | 0 | 99,571 | +99,571 | 0 | 4,503,596 | +4,503,596 |
| FORTINET INC | 54,500 | 102,323 | +47,823 | 4,327,845 | 8,361,836 | +4,033,991 |
| INTERNATIONAL BUSINESS MACHS | 18,000 | 38,367 | +20,367 | 5,331,780 | 9,299,777 | +3,967,997 |
| NEBIUS GROUP N.V. | 8,000 | 43,645 | +35,645 | 669,640 | 4,528,605 | +3,858,965 |
| ON SEMICONDUCTOR CORP | 150,000 | 191,939 | +41,939 | 8,122,500 | 11,884,863 | +3,762,363 |
| ALIBABA GROUP HLDG LTD | 41,000 | 76,742 | +35,742 | 6,009,780 | 9,628,051 | +3,618,271 |
| JABIL INC | 35,000 | 42,114 | +7,114 | 7,980,700 | 11,186,742 | +3,206,042 |
| AUTOMATIC DATA PROCESSING IN | 3,000 | 17,934 | +14,934 | 771,690 | 3,643,830 | +2,872,140 |
| TESLA INC | 0 | 7,458 | +7,458 | 0 | 2,772,512 | +2,772,512 |
| BLOCK INC | 103,500 | 153,516 | +50,016 | 6,736,815 | 9,238,593 | +2,501,778 |
| TAKE-TWO INTERACTIVE SOFTWAR | 0 | 11,789 | +11,789 | 0 | 2,328,328 | +2,328,328 |
| L3HARRIS TECHNOLOGIES INC | 0 | 6,375 | +6,375 | 0 | 2,200,331 | +2,200,331 |
| F5 INC | 0 | 6,383 | +6,383 | 0 | 1,846,793 | +1,846,793 |
| AT&T INC | 880,000 | 816,145 | -63,855 | 21,859,200 | 23,660,044 | +1,800,844 |
| NORTHROP GRUMMAN CORP | 0 | 2,548 | +2,548 | 0 | 1,738,348 | +1,738,348 |
| RTX CORPORATION | 0 | 8,923 | +8,923 | 0 | 1,721,247 | +1,721,247 |
| LOCKHEED MARTIN CORP | 0 | 2,548 | +2,548 | 0 | 1,539,986 | +1,539,986 |
| FIGMA INC | 0 | 72,504 | +72,504 | 0 | 1,532,735 | +1,532,735 |
| HP INC | 0 | 79,015 | +79,015 | 0 | 1,517,878 | +1,517,878 |
| UNITY SOFTWARE INC | 105,000 | 279,870 | +174,870 | 4,637,850 | 6,140,348 | +1,502,498 |
| ROBLOX CORP | 0 | 26,362 | +26,362 | 0 | 1,491,035 | +1,491,035 |
| SALESFORCE INC | 27,000 | 45,836 | +18,836 | 7,152,570 | 8,556,206 | +1,403,636 |
| PDD HOLDINGS INC | 0 | 12,789 | +12,789 | 0 | 1,306,780 | +1,306,780 |
| ROKU INC | 44,000 | 63,922 | +19,922 | 4,773,560 | 6,048,300 | +1,274,740 |
| FABRINET | 0 | 2,358 | +2,358 | 0 | 1,229,744 | +1,229,744 |
| CHECK POINT SOFTWARE TECH LT | 30,000 | 45,590 | +15,590 | 5,566,800 | 6,512,532 | +945,732 |
| ISHARES INC | 110,000 | 93,962 | -16,038 | 10,694,200 | 11,558,266 | +864,066 |
| WARNER MUSIC GROUP CORP | 0 | 20,000 | +20,000 | 0 | 510,800 | +510,800 |
| DISNEY WALT CO | 30,000 | 37,792 | +7,792 | 3,413,100 | 3,642,393 | +229,293 |
| ROBINHOOD MKTS INC | 44,000 | 72,900 | +28,900 | 4,976,400 | 5,051,970 | +75,570 |
| LUMENTUM HLDGS INC | 14,000 | 7,187 | -6,813 | 5,160,260 | 5,050,736 | -109,524 |
| FLUTTER ENTMT PLC | 16,000 | 26,856 | +10,856 | 3,440,640 | 2,737,969 | -702,671 |
| CIRCLE INTERNET GROUP INC | 12,000 | 0 | -12,000 | 951,600 | 0 | -951,600 |
| NETSKOPE INC | 55,000 | 0 | -55,000 | 964,700 | 0 | -964,700 |
| MAPLEBEAR INC | 25,000 | 0 | -25,000 | 1,124,500 | 0 | -1,124,500 |
| MONDAY COM LTD | 9,000 | 0 | -9,000 | 1,328,040 | 0 | -1,328,040 |
| OKTA INC | 16,000 | 0 | -16,000 | 1,383,520 | 0 | -1,383,520 |
| SENTINELONE INC | 100,000 | 0 | -100,000 | 1,500,000 | 0 | -1,500,000 |
| INTUIT | 15,000 | 16,969 | +1,969 | 9,936,300 | 7,337,056 | -2,599,244 |
| APPLE INC | 10,000 | 0 | -10,000 | 2,718,600 | 0 | -2,718,600 |
| FLEX LTD | 50,000 | 0 | -50,000 | 3,021,000 | 0 | -3,021,000 |
| CISCO SYS INC | 40,000 | 0 | -40,000 | 3,081,200 | 0 | -3,081,200 |
| QORVO INC | 75,000 | 38,312 | -36,688 | 6,338,250 | 2,965,349 | -3,372,901 |
| CARVANA CO | 8,000 | 0 | -8,000 | 3,376,160 | 0 | -3,376,160 |
| FISERV INC | 59,500 | 0 | -59,500 | 3,996,615 | 0 | -3,996,615 |
| CREDO TECHNOLOGY GROUP HOLDI | 33,000 | 0 | -33,000 | 4,748,370 | 0 | -4,748,370 |
| EXPEDIA GROUP INC | 18,000 | 0 | -18,000 | 5,099,580 | 0 | -5,099,580 |
| MONGODB INC | 12,500 | 0 | -12,500 | 5,246,125 | 0 | -5,246,125 |
| SNOWFLAKE INC | 42,000 | 25,614 | -16,386 | 9,213,120 | 3,863,103 | -5,350,017 |
| SHOPIFY INC | 33,500 | 0 | -33,500 | 5,392,495 | 0 | -5,392,495 |
| REDDIT INC | 24,000 | 0 | -24,000 | 5,516,880 | 0 | -5,516,880 |
| FIDELITY NATL INFORMATION SV | 95,000 | 0 | -95,000 | 6,313,700 | 0 | -6,313,700 |
| AFFIRM HLDGS INC | 85,000 | 0 | -85,000 | 6,326,550 | 0 | -6,326,550 |
| AUTODESK INC | 21,500 | 0 | -21,500 | 6,364,215 | 0 | -6,364,215 |
| SPOTIFY TECHNOLOGY S A | 11,500 | 0 | -11,500 | 6,678,165 | 0 | -6,678,165 |
| COGNIZANT TECHNOLOGY SOLUTIO | 81,000 | 0 | -81,000 | 6,723,000 | 0 | -6,723,000 |
| WESTERN DIGITAL CORP | 123,000 | 52,501 | -70,499 | 21,189,210 | 14,200,995 | -6,988,215 |
| CONFLUENT INC | 240,000 | 0 | -240,000 | 7,257,600 | 0 | -7,257,600 |
| CIENA CORP | 32,000 | 0 | -32,000 | 7,483,840 | 0 | -7,483,840 |
| ISHARES TR | 31,000 | 0 | -31,000 | 7,630,960 | 0 | -7,630,960 |
| NVIDIA CORPORATION | 100,000 | 58,338 | -41,662 | 18,650,000 | 10,174,147 | -8,475,853 |
| NXP SEMICONDUCTORS N V | 41,736 | 0 | -41,736 | 9,059,216 | 0 | -9,059,216 |
| MICROCHIP TECHNOLOGY INC. | 145,000 | 0 | -145,000 | 9,239,400 | 0 | -9,239,400 |
| MICROSOFT CORP | 30,000 | 0 | -30,000 | 14,508,600 | 0 | -14,508,600 |
| MICRON TECHNOLOGY INC | 59,000 | 0 | -59,000 | 16,839,190 | 0 | -16,839,190 |