Filed: 11/14/2025ACC: 0001420506-25-003238
📋 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 $466.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$466.20M
Total AUM (reported)
4.28M
Total Shares
Allocation by class
COM$241.69M51.8%
CL A$57.50M12.3%
RUSSELL 2000 ETF$25.88M5.6%
SHS$22.65M4.9%
MSCI STH KOR ETF$16.12M3.5%
SPONSORED ADS$15.89M3.4%
COM CL A$13.67M2.9%
Portfolio Concentration
Top 3$76.47M16.4%
4–10$98.53M21.1%
11–25$132.91M28.5%
Rest$158.28M34.0%
Top 3 weight
16.4%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 4.28M
Sole
Full voting authority
4.28M
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
SOLEShares47.97K
TypeSH
Market value$27.28M
5.85%
Sole
47.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares106.97K
TypeSH
Market value$25.88M
5.55%
Sole
106.97K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares194.13K
TypeSH
Market value$23.31M
5.00%
Sole
194.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares36.48K
TypeSH
Market value$18.89M
4.05%
Sole
36.48K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares201.27K
TypeSH
Market value$16.12M
3.46%
Sole
201.27K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares75.59K
TypeSH
Market value$13.51M
2.90%
Sole
75.59K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares203.78K
TypeSH
Market value$13.09M
2.81%
Sole
203.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares51.21K
TypeSH
Market value$13.04M
2.80%
Sole
51.21K
Shared
0.00
None
0.00
AT&T INC
SOLEShares449.71K
TypeSH
Market value$12.70M
2.72%
Sole
449.71K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares12.15K
TypeSH
Market value$11.18M
2.40%
Sole
12.15K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares51.76K
TypeSH
Market value$10.54M
2.26%
Sole
51.76K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares10.80K
TypeSH
Market value$10.46M
2.24%
Sole
10.80K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares423.97K
TypeSH
Market value$10.41M
2.23%
Sole
423.97K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares62K
TypeSH
Market value$10.37M
2.23%
Sole
62K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares60K
TypeSH
Market value$9.76M
2.09%
Sole
60K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares50.63K
TypeSH
Market value$8.99M
1.93%
Sole
50.63K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares178K
TypeSH
Market value$8.78M
1.88%
Sole
178K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares198.03K
TypeSH
Market value$8.70M
1.87%
Sole
198.03K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares64.03K
TypeSH
Market value$8.57M
1.84%
Sole
64.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares45K
TypeSH
Market value$8.40M
1.80%
Sole
45K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares27.98K
TypeSH
Market value$8.38M
1.80%
Sole
27.98K
Shared
0.00
None
0.00
CORNING INC
SOLEShares94K
TypeSH
Market value$7.71M
1.65%
Sole
94K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares102.93K
TypeSH
Market value$7.44M
1.60%
Sole
102.93K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares32.19K
TypeSH
Market value$7.26M
1.56%
Sole
32.19K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares21.60K
TypeSH
Market value$7.13M
1.53%
Sole
21.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 47.97K | SH | $27.28M 5.85% | 47.97K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 106.97K | SH | $25.88M 5.55% | 106.97K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 194.13K | SH | $23.31M 5.00% | 194.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.48K | SH | $18.89M 4.05% | 36.48K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 201.27K | SH | $16.12M 3.46% | 201.27K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 75.59K | SH | $13.51M 2.90% | 75.59K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 203.78K | SH | $13.09M 2.81% | 203.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 51.21K | SH | $13.04M 2.80% | 51.21K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 449.71K | SH | $12.70M 2.72% | 449.71K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 12.15K | SH | $11.18M 2.40% | 12.15K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 51.76K | SH | $10.54M 2.26% | 51.76K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 10.80K | SH | $10.46M 2.24% | 10.80K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 423.97K | SH | $10.41M 2.23% | 423.97K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 62K | SH | $10.37M 2.23% | 62K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 60K | SH | $9.76M 2.09% | 60K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 50.63K | SH | $8.99M 1.93% | 50.63K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 178K | SH | $8.78M 1.88% | 178K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 198.03K | SH | $8.70M 1.87% | 198.03K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 64.03K | SH | $8.57M 1.84% | 64.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45K | SH | $8.40M 1.80% | 45K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 27.98K | SH | $8.38M 1.80% | 27.98K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 94K | SH | $7.71M 1.65% | 94K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 102.93K | SH | $7.44M 1.60% | 102.93K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 32.19K | SH | $7.26M 1.56% | 32.19K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 21.60K | SH | $7.13M 1.53% | 21.60K | 0.00 | 0.00 |
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