Filed: 2/17/2026ACC: 0001420506-26-000464
📋 What this filing means
MAYTUS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $423.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$423.18M
Total AUM (reported)
3.75M
Total Shares
Allocation by class
COM$227.88M53.8%
COM CL A$51.22M12.1%
CL A$33.32M7.9%
COM NEW$12.58M3.0%
N Y REGISTRY SHS$11.77M2.8%
SHS$11.45M2.7%
MSCI STH KOR ETF$10.69M2.5%
Portfolio Concentration
Top 3$77.24M18.3%
4–10$100.64M23.8%
11–25$115.64M27.3%
Rest$129.66M30.6%
Top 3 weight
18.3%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Sole
Full voting authority
3.75M
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)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
VISA INC
SOLEShares97.50K
TypeSH
Market value$34.19M
8.08%
Sole
97.50K
Shared
0.00
None
0.00
AT&T INC
SOLEShares880K
TypeSH
Market value$21.86M
5.17%
Sole
880K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares123K
TypeSH
Market value$21.19M
5.01%
Sole
123K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares100K
TypeSH
Market value$18.65M
4.41%
Sole
100K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares71K
TypeSH
Market value$18.25M
4.31%
Sole
71K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares59K
TypeSH
Market value$16.84M
3.98%
Sole
59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30K
TypeSH
Market value$14.51M
3.43%
Sole
30K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares11K
TypeSH
Market value$11.77M
2.78%
Sole
11K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares110K
TypeSH
Market value$10.69M
2.53%
Sole
110K
Shared
0.00
None
0.00
INTUIT
SOLEShares15K
TypeSH
Market value$9.94M
2.35%
Sole
15K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares145K
TypeSH
Market value$9.24M
2.18%
Sole
145K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares42K
TypeSH
Market value$9.21M
2.18%
Sole
42K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares41.74K
TypeSH
Market value$9.06M
2.14%
Sole
41.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.50K
TypeSH
Market value$8.61M
2.03%
Sole
27.50K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares150K
TypeSH
Market value$8.12M
1.92%
Sole
150K
Shared
0.00
None
0.00
JABIL INC
SOLEShares35K
TypeSH
Market value$7.98M
1.89%
Sole
35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31K
TypeSH
Market value$7.63M
1.80%
Sole
31K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares32K
TypeSH
Market value$7.48M
1.77%
Sole
32K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32K
TypeSH
Market value$7.39M
1.75%
Sole
32K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares240K
TypeSH
Market value$7.26M
1.72%
Sole
240K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares27K
TypeSH
Market value$7.15M
1.69%
Sole
27K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares103.50K
TypeSH
Market value$6.74M
1.59%
Sole
103.50K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares81K
TypeSH
Market value$6.72M
1.59%
Sole
81K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares11.50K
TypeSH
Market value$6.68M
1.58%
Sole
11.50K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares21.50K
TypeSH
Market value$6.36M
1.50%
Sole
21.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 97.50K | SH | $34.19M 8.08% | 97.50K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 880K | SH | $21.86M 5.17% | 880K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 123K | SH | $21.19M 5.01% | 123K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 100K | SH | $18.65M 4.41% | 100K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 71K | SH | $18.25M 4.31% | 71K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 59K | SH | $16.84M 3.98% | 59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30K | SH | $14.51M 3.43% | 30K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 11K | SH | $11.77M 2.78% | 11K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 110K | SH | $10.69M 2.53% | 110K | 0.00 | 0.00 |
INTUITSOLE | COM | 15K | SH | $9.94M 2.35% | 15K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 145K | SH | $9.24M 2.18% | 145K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 42K | SH | $9.21M 2.18% | 42K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 41.74K | SH | $9.06M 2.14% | 41.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.50K | SH | $8.61M 2.03% | 27.50K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 150K | SH | $8.12M 1.92% | 150K | 0.00 | 0.00 |
JABIL INCSOLE | COM | 35K | SH | $7.98M 1.89% | 35K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 31K | SH | $7.63M 1.80% | 31K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 32K | SH | $7.48M 1.77% | 32K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32K | SH | $7.39M 1.75% | 32K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 240K | SH | $7.26M 1.72% | 240K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 27K | SH | $7.15M 1.69% | 27K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 103.50K | SH | $6.74M 1.59% | 103.50K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 81K | SH | $6.72M 1.59% | 81K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 11.50K | SH | $6.68M 1.58% | 11.50K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 21.50K | SH | $6.36M 1.50% | 21.50K | 0.00 | 0.00 |
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