Filed: 5/15/2026ACC: 0001420506-26-001026
📋 What this filing means
MAYTUS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $561.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$561.94M
Total AUM (reported)
6.18M
Total Shares
Allocation by class
COM$319.68M56.9%
COM CL A$52.18M9.3%
N Y REGISTRY SHS$25.29M4.5%
CL A$25.02M4.5%
CAP STK CL A$20.49M3.6%
CL C$20.18M3.6%
CL A COM$13.76M2.4%
Portfolio Concentration
Top 3$108.86M19.4%
4–10$141.16M25.1%
11–25$151.71M27.0%
Rest$160.21M28.5%
Top 3 weight
19.4%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 6.18M
Sole
Full voting authority
6.18M
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)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
VISA INC
SOLEShares134.22K
TypeSH
Market value$40.57M
7.22%
Sole
134.22K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares175.94K
TypeSH
Market value$34.16M
6.08%
Sole
175.94K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares99.88K
TypeSH
Market value$34.14M
6.07%
Sole
99.88K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares19.15K
TypeSH
Market value$25.29M
4.50%
Sole
19.15K
Shared
0.00
None
0.00
AT&T INC
SOLEShares816.14K
TypeSH
Market value$23.66M
4.21%
Sole
816.14K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares489.48K
TypeSH
Market value$21.60M
3.84%
Sole
489.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares71.26K
TypeSH
Market value$20.49M
3.65%
Sole
71.26K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares122.92K
TypeSH
Market value$20.18M
3.59%
Sole
122.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75.56K
TypeSH
Market value$15.74M
2.80%
Sole
75.56K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares52.50K
TypeSH
Market value$14.20M
2.53%
Sole
52.50K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares191.94K
TypeSH
Market value$11.88M
2.11%
Sole
191.94K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares93.96K
TypeSH
Market value$11.56M
2.06%
Sole
93.96K
Shared
0.00
None
0.00
JABIL INC
SOLEShares42.11K
TypeSH
Market value$11.19M
1.99%
Sole
42.11K
Shared
0.00
None
0.00
CORNING INC
SOLEShares79.41K
TypeSH
Market value$10.80M
1.92%
Sole
79.41K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares1.29M
TypeSH
Market value$10.35M
1.84%
Sole
1.29M
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares88.91K
TypeSH
Market value$10.21M
1.82%
Sole
88.91K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares58.34K
TypeSH
Market value$10.17M
1.81%
Sole
58.34K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares89.43K
TypeSH
Market value$9.96M
1.77%
Sole
89.43K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares76.74K
TypeSH
Market value$9.63M
1.71%
Sole
76.74K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares24.24K
TypeSH
Market value$9.61M
1.71%
Sole
24.24K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares23.91K
TypeSH
Market value$9.33M
1.66%
Sole
23.91K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.37K
TypeSH
Market value$9.30M
1.65%
Sole
38.37K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares268.71K
TypeSH
Market value$9.28M
1.65%
Sole
268.71K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares153.52K
TypeSH
Market value$9.24M
1.64%
Sole
153.52K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares32.61K
TypeSH
Market value$9.19M
1.63%
Sole
32.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 134.22K | SH | $40.57M 7.22% | 134.22K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 175.94K | SH | $34.16M 6.08% | 175.94K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 99.88K | SH | $34.14M 6.07% | 99.88K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 19.15K | SH | $25.29M 4.50% | 19.15K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 816.14K | SH | $23.66M 4.21% | 816.14K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 489.48K | SH | $21.60M 3.84% | 489.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 71.26K | SH | $20.49M 3.65% | 71.26K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 122.92K | SH | $20.18M 3.59% | 122.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75.56K | SH | $15.74M 2.80% | 75.56K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 52.50K | SH | $14.20M 2.53% | 52.50K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 191.94K | SH | $11.88M 2.11% | 191.94K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 93.96K | SH | $11.56M 2.06% | 93.96K | 0.00 | 0.00 |
JABIL INCSOLE | COM | 42.11K | SH | $11.19M 1.99% | 42.11K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 79.41K | SH | $10.80M 1.92% | 79.41K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 1.29M | SH | $10.35M 1.84% | 1.29M | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 88.91K | SH | $10.21M 1.82% | 88.91K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 58.34K | SH | $10.17M 1.81% | 58.34K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 89.43K | SH | $9.96M 1.77% | 89.43K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 76.74K | SH | $9.63M 1.71% | 76.74K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 24.24K | SH | $9.61M 1.71% | 24.24K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 23.91K | SH | $9.33M 1.66% | 23.91K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.37K | SH | $9.30M 1.65% | 38.37K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 268.71K | SH | $9.28M 1.65% | 268.71K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 153.52K | SH | $9.24M 1.64% | 153.52K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 32.61K | SH | $9.19M 1.63% | 32.61K | 0.00 | 0.00 |
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