The Analysis of Maytus Capital Management, LLC's Holdings
Currently, Maytus Capital Management, LLC holds 61 types of securities in its portfolio with a total value $423.2M. In the most recent quarter, they have increased their positions in V (+97.5K shares, valued at $34.2M), AMAT (+58.0K shares, valued at $14.9M), T (+430.3K shares, valued at $10.7M); decreased their positions in IWM (-76.0K shares, valued at $18.7M), LITE (-46.0K shares, valued at $17.0M), WDC (-71.1K shares, valued at $12.3M); initiated new positions in V (+97.5K shares, valued at $34.2M), NXPI (+41.7K shares, valued at $9.1M), JBL (+35.0K shares, valued at $8.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V VISA INC97.5K sharesnew addition2025-12-312026-02-17
T AT&T INC880.0K shares95.68%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP123.0K shares-36.64%2025-12-312026-02-17 NVDA NVIDIA CORPORATION100.0K shares122.22%2025-12-312026-02-17 AMAT APPLIED MATLS INC71.0K shares446.15%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC59.0K shares-4.84%2025-12-312026-02-17 MSFT MICROSOFT CORP30.0K shares-17.76%2025-12-312026-02-17 ASML ASML HOLDING N V11.0K shares1.85%2025-12-312026-02-17 EWY ISHARES INC110.0K shares-45.35%2025-12-312026-02-17 INTU INTUIT15.0K shares2900.00%2025-12-312026-02-17 MCHP MICROCHIP TECHNOLOGY INC.145.0K shares-28.84%2025-12-312026-02-17 SNOW SNOWFLAKE INC42.0K shares30.47%2025-12-312026-02-17 NXPI NXP SEMICONDUCTORS N V41.7K sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC27.5K shares1.85%2025-12-312026-02-17 ON ON SEMICONDUCTOR CORP150.0K shares-15.73%2025-12-312026-02-17 JBL JABIL INC35.0K sharesnew addition2025-12-312026-02-17 IWM ISHARES TR31.0K shares-71.02%2025-12-312026-02-17 CIEN CIENA CORP32.0K sharesnew addition2025-12-312026-02-17 AMZN AMAZON COM INC32.0K sharesnew addition2025-12-312026-02-17 CFLT CONFLUENT INC240.0K sharesnew addition2025-12-312026-02-17 CRM SALESFORCE INC27.0K sharesnew addition2025-12-312026-02-17 XYZ BLOCK INC103.5K shares0.55%2025-12-312026-02-17 CTSH COGNIZANT TECHNOLOGY SOLUTIO81.0K sharesnew addition2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A11.5K shares13.86%2025-12-312026-02-17 ADSK AUTODESK INC21.5K shares5.39%2025-12-312026-02-17 QRVO QORVO INC75.0K shares17.08%2025-12-312026-02-17 AFRM AFFIRM HLDGS INC85.0K shares19.72%2025-12-312026-02-17 FIS FIDELITY NATL INFORMATION SV95.0K shares26.66%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD41.0K shares-45.76%2025-12-312026-02-17 CHKP CHECK POINT SOFTWARE TECH LT30.0K shares11.74%2025-12-312026-02-17 RDDT REDDIT INC24.0K sharesnew addition2025-12-312026-02-17 SHOP SHOPIFY INC33.5K shares-14.10%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS18.0K shares45.16%2025-12-312026-02-17 MDB MONGODB INC12.5K shares792.86%2025-12-312026-02-17 LITE LUMENTUM HLDGS INC14.0K shares-76.67%2025-12-312026-02-17 EXPE EXPEDIA GROUP INC18.0K sharesnew addition2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC44.0K sharesnew addition2025-12-312026-02-17 BIDU BAIDU INC38.0K shares88.17%2025-12-312026-02-17 ROKU ROKU INC44.0K sharesnew addition2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI33.0K sharesnew addition2025-12-312026-02-17 U UNITY SOFTWARE INC105.0K sharesnew addition2025-12-312026-02-17 FTNT FORTINET INC54.5K sharesnew addition2025-12-312026-02-17 FI FISERV INC59.5K sharesnew addition2025-12-312026-02-17 FLUT FLUTTER ENTMT PLC16.0K shares-38.46%2025-12-312026-02-17 DIS DISNEY WALT CO30.0K sharesnew addition2025-12-312026-02-17 CVNA CARVANA CO8.0K sharesnew addition2025-12-312026-02-17 CSCO CISCO SYS INC40.0K sharesnew addition2025-12-312026-02-17 FLEX FLEX LTD50.0K shares-40.48%2025-12-312026-02-17 SNPS SYNOPSYS INC6.0K shares25.00%2025-12-312026-02-17 AAPL APPLE INC10.0K shares-80.47%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC4.0K sharesnew addition2025-12-312026-02-17 S SENTINELONE INC100.0K shares-38.30%2025-12-312026-02-17 OKTA OKTA INC16.0K sharesnew addition2025-12-312026-02-17 MNDY MONDAY COM LTD9.0K sharesnew addition2025-12-312026-02-17 AKAM AKAMAI TECHNOLOGIES INC15.0K sharesnew addition2025-12-312026-02-17 NET CLOUDFLARE INC6.0K sharesnew addition2025-12-312026-02-17 CART MAPLEBEAR INC25.0K sharesnew addition2025-12-312026-02-17 NTSK NETSKOPE INC55.0K shares-46.50%2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC12.0K sharesnew addition2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN3.0K shares-79.31%2025-12-312026-02-17 NBIS NEBIUS GROUP N.V.8.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available