13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000464
Total Value
$423.2M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 97,500 | $34.2M | 8.08% |
| 2 | AT&T INC | T-PC | 880,000 | $21.9M | 5.17% |
| 3 | WESTERN DIGITAL CORP | WDC | 123,000 | $21.2M | 5.01% |
| 4 | NVIDIA CORPORATION | NVDA | 100,000 | $18.6M | 4.41% |
| 5 | APPLIED MATLS INC | 038222105 | 71,000 | $18.2M | 4.31% |
| 6 | MICRON TECHNOLOGY INC | MU | 59,000 | $16.8M | 3.98% |
| 7 | MICROSOFT CORP | MSFT | 30,000 | $14.5M | 3.43% |
| 8 | ASML HOLDING N V | ASMLF | 11,000 | $11.8M | 2.78% |
| 9 | ISHARES INC | 464286772 | 110,000 | $10.7M | 2.53% |
| 10 | INTUIT | INTU | 15,000 | $9.9M | 2.35% |
| 11 | MICROCHIP TECHNOLOGY INC. | MCHPP | 145,000 | $9.2M | 2.18% |
| 12 | SNOWFLAKE INC | SNOW | 42,000 | $9.2M | 2.18% |
| 13 | NXP SEMICONDUCTORS N V | NXPI | 41,736 | $9.1M | 2.14% |
| 14 | ALPHABET INC | GOOG | 27,500 | $8.6M | 2.03% |
| 15 | ON SEMICONDUCTOR CORP | ON | 150,000 | $8.1M | 1.92% |
| 16 | JABIL INC | JBL | 35,000 | $8.0M | 1.89% |
| 17 | ISHARES TR | 464287655 | 31,000 | $7.6M | 1.80% |
| 18 | CIENA CORP | CIEN | 32,000 | $7.5M | 1.77% |
| 19 | AMAZON COM INC | AMZN | 32,000 | $7.4M | 1.75% |
| 20 | CONFLUENT INC | 20717M103 | 240,000 | $7.3M | 1.72% |
| 21 | SALESFORCE INC | CRM | 27,000 | $7.2M | 1.69% |
| 22 | BLOCK INC | BSQKZ | 103,500 | $6.7M | 1.59% |
| 23 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 81,000 | $6.7M | 1.59% |
| 24 | SPOTIFY TECHNOLOGY S A | SPOT | 11,500 | $6.7M | 1.58% |
| 25 | AUTODESK INC | ADSK | 21,500 | $6.4M | 1.50% |
| 26 | QORVO INC | QRVO | 75,000 | $6.3M | 1.50% |
| 27 | AFFIRM HLDGS INC | AFRM | 85,000 | $6.3M | 1.50% |
| 28 | FIDELITY NATL INFORMATION SV | 31620M106 | 95,000 | $6.3M | 1.49% |
| 29 | ALIBABA GROUP HLDG LTD | BBAAY | 41,000 | $6.0M | 1.42% |
| 30 | CHECK POINT SOFTWARE TECH LT | M22465104 | 30,000 | $5.6M | 1.32% |
| 31 | REDDIT INC | RDDT | 24,000 | $5.5M | 1.30% |
| 32 | SHOPIFY INC | SHOP | 33,500 | $5.4M | 1.27% |
| 33 | INTERNATIONAL BUSINESS MACHS | INTR | 18,000 | $5.3M | 1.26% |
| 34 | MONGODB INC | MDB | 12,500 | $5.2M | 1.24% |
| 35 | LUMENTUM HLDGS INC | LITE | 14,000 | $5.2M | 1.22% |
| 36 | EXPEDIA GROUP INC | EXPE | 18,000 | $5.1M | 1.21% |
| 37 | ROBINHOOD MKTS INC | 770700102 | 44,000 | $5.0M | 1.18% |
| 38 | BAIDU INC | BAIDF | 38,000 | $5.0M | 1.17% |
| 39 | ROKU INC | ROKU | 44,000 | $4.8M | 1.13% |
| 40 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 33,000 | $4.7M | 1.12% |
| 41 | UNITY SOFTWARE INC | U | 105,000 | $4.6M | 1.10% |
| 42 | FORTINET INC | FTNT | 54,500 | $4.3M | 1.02% |
| 43 | FISERV INC | FISV | 59,500 | $4.0M | 0.94% |
| 44 | FLUTTER ENTMT PLC | G3643J108 | 16,000 | $3.4M | 0.81% |
| 45 | DISNEY WALT CO | 254687106 | 30,000 | $3.4M | 0.81% |
| 46 | CARVANA CO | CVNA | 8,000 | $3.4M | 0.80% |
| 47 | CISCO SYS INC | CSCO | 40,000 | $3.1M | 0.73% |
| 48 | FLEX LTD | FLEX | 50,000 | $3.0M | 0.71% |
| 49 | SYNOPSYS INC | SNPS | 6,000 | $2.8M | 0.67% |
| 50 | APPLE INC | AAPL | 10,000 | $2.7M | 0.64% |
| 51 | CROWDSTRIKE HLDGS INC | CRWD | 4,000 | $1.9M | 0.44% |
| 52 | SENTINELONE INC | S | 100,000 | $1.5M | 0.35% |
| 53 | OKTA INC | OKTA | 16,000 | $1.4M | 0.33% |
| 54 | MONDAY COM LTD | MNDY | 9,000 | $1.3M | 0.31% |
| 55 | AKAMAI TECHNOLOGIES INC | AKAM | 15,000 | $1.3M | 0.31% |
| 56 | CLOUDFLARE INC | NET | 6,000 | $1.2M | 0.28% |
| 57 | MAPLEBEAR INC | CART | 25,000 | $1.1M | 0.27% |
| 58 | NETSKOPE INC | NTSK | 55,000 | $964,700 | 0.23% |
| 59 | CIRCLE INTERNET GROUP INC | CRCL | 12,000 | $951,600 | 0.22% |
| 60 | AUTOMATIC DATA PROCESSING IN | ADP | 3,000 | $771,690 | 0.18% |
| 61 | NEBIUS GROUP N.V. | NBIS | 8,000 | $669,640 | 0.16% |