Filed: 8/14/2025ACC: 0001420506-25-002009
📋 What this filing means
MAYTUS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $542.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$542.92M
Total AUM (reported)
4.41M
Total Shares
Allocation by class
COM$253.89M46.8%
CL A$111.91M20.6%
SHS$44.39M8.2%
COM NEW$38.38M7.1%
COM CL A$22.53M4.1%
ORD SHS$14.34M2.6%
CL A COM$9.64M1.8%
Portfolio Concentration
Top 3$95.47M17.6%
4–10$118.05M21.7%
11–25$158.05M29.1%
Rest$171.35M31.6%
Top 3 weight
17.6%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 4.41M
Sole
Full voting authority
4.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
MASTERCARD INCORPORATED
SOLEShares76.01K
TypeSH
Market value$42.71M
7.87%
Sole
76.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.73K
TypeSH
Market value$29.71M
5.47%
Sole
59.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares145.87K
TypeSH
Market value$23.05M
4.24%
Sole
145.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.63K
TypeSH
Market value$22.61M
4.16%
Sole
30.63K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares69.43K
TypeSH
Market value$19.14M
3.53%
Sole
69.43K
Shared
0.00
None
0.00
KLA CORP
SOLEShares19.83K
TypeSH
Market value$17.76M
3.27%
Sole
19.83K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares235.08K
TypeSH
Market value$15.97M
2.94%
Sole
235.08K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares72.45K
TypeSH
Market value$15.04M
2.77%
Sole
72.45K
Shared
0.00
None
0.00
INTUIT
SOLEShares18.09K
TypeSH
Market value$14.25M
2.62%
Sole
18.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.50K
TypeSH
Market value$13.27M
2.44%
Sole
60.50K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares32.58K
TypeSH
Market value$13.26M
2.44%
Sole
32.58K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares126.70K
TypeSH
Market value$12.33M
2.27%
Sole
126.70K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares86.05K
TypeSH
Market value$12.21M
2.25%
Sole
86.05K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares156.52K
TypeSH
Market value$11.63M
2.14%
Sole
156.52K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares48.62K
TypeSH
Market value$11.58M
2.13%
Sole
48.62K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares14.49K
TypeSH
Market value$11.12M
2.05%
Sole
14.49K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares114.93K
TypeSH
Market value$10.93M
2.01%
Sole
114.93K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares35.80K
TypeSH
Market value$10.23M
1.88%
Sole
35.80K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares32.30K
TypeSH
Market value$10.14M
1.87%
Sole
32.30K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares67.14K
TypeSH
Market value$9.69M
1.78%
Sole
67.14K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares163.73K
TypeSH
Market value$9.60M
1.77%
Sole
163.73K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares129.14K
TypeSH
Market value$9.27M
1.71%
Sole
129.14K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares45.46K
TypeSH
Market value$8.90M
1.64%
Sole
45.46K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares17.11K
TypeSH
Market value$8.77M
1.62%
Sole
17.11K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares38.33K
TypeSH
Market value$8.38M
1.54%
Sole
38.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 76.01K | SH | $42.71M 7.87% | 76.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.73K | SH | $29.71M 5.47% | 59.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 145.87K | SH | $23.05M 4.24% | 145.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.63K | SH | $22.61M 4.16% | 30.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 69.43K | SH | $19.14M 3.53% | 69.43K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 19.83K | SH | $17.76M 3.27% | 19.83K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 235.08K | SH | $15.97M 2.94% | 235.08K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 72.45K | SH | $15.04M 2.77% | 72.45K | 0.00 | 0.00 |
INTUITSOLE | COM | 18.09K | SH | $14.25M 2.62% | 18.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.50K | SH | $13.27M 2.44% | 60.50K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 32.58K | SH | $13.26M 2.44% | 32.58K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 126.70K | SH | $12.33M 2.27% | 126.70K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 86.05K | SH | $12.21M 2.25% | 86.05K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 156.52K | SH | $11.63M 2.14% | 156.52K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 48.62K | SH | $11.58M 2.13% | 48.62K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 14.49K | SH | $11.12M 2.05% | 14.49K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 114.93K | SH | $10.93M 2.01% | 114.93K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 35.80K | SH | $10.23M 1.88% | 35.80K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 32.30K | SH | $10.14M 1.87% | 32.30K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 67.14K | SH | $9.69M 1.78% | 67.14K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 163.73K | SH | $9.60M 1.77% | 163.73K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 129.14K | SH | $9.27M 1.71% | 129.14K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 45.46K | SH | $8.90M 1.64% | 45.46K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 17.11K | SH | $8.77M 1.62% | 17.11K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 38.33K | SH | $8.38M 1.54% | 38.33K | 0.00 | 0.00 |
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