Maytus Capital Management, LLC holds a diversified book of 62 stocks worth $561.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed AT&T Inc. Their largest long position is Visa Inc-Class A Shares at 7% of the equity book. Cloning the disclosed picks since 2025 would be +60% (+63.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1708759/holdings"
Use Arkolith to show Maytus Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 13.6 points over this window.
Growth of $10,000 cloning Maytus Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Visa Inc COM CL A | $40.6M | 134.2K | 7.2% | ▲+38% Added · +37K sh | |
| 2 | Texas Instrs Inc COM | $34.2M | 175.9K | 6.1% | ▲New New position | |
| 3 | Applied Matls Inc COM | $34.1M | 99.9K | 6.1% | ▲+41% Added · +29K sh | |
| 4 | ASML Hldg NV N Y REGISTRY SHS | $25.3M | 19.1K | 4.5% | ▲+74% Added · +8K sh | |
| 5 | AT&T Inc COM | $23.7M | 816.1K | 4.2% | ▼−7.3% Reduced · −64K sh | |
| 6 | Intel Corp COM | $21.6M | 489.5K | 3.8% | ▲New New position | |
| 7 | Alphabet Inc CAP STK CL A | $20.5M | 71.3K | 3.6% | ▲+159% Added · +44K sh | |
| 8 | Dell Technologies Inc CL C | $20.2M | 122.9K | 3.6% | ▲New New position | |
| 9 | Amazon Com Inc COM | $15.7M | 75.6K | 2.8% | ▲+136% Added · +44K sh | |
| 10 | Western Digital Corp COM | $14.2M | 52.5K | 2.5% | ▼−57% Reduced · −70K sh | |
| 11 | On Semiconductor Corp COM | $11.9M | 191.9K | 2.1% | ▲+28% Added · +42K sh | |
| 12 | Ishares Inc MSCI STH KOR ETF | $11.6M | 94.0K | 2.1% | ▼−15% Reduced · −16K sh | |
| 13 | Jabil Inc COM | $11.2M | 42.1K | 2.0% | ▲+20% Added · +7K sh | |
| 14 | Corning Inc COM | $10.8M | 79.4K | 1.9% | ▲New New position | |
| 15 | Nokia Corp SPONSORED ADR | $10.3M | 1.29M | 1.8% | ▲New New position | |
| 16 | Akamai Technologies Inc COM | $10.2M | 88.9K | 1.8% | ▲+493% Added · +74K sh | |
| 17 | Nvidia Corporation COM | $10.2M | 58.3K | 1.8% | ▼−42% Reduced · −42K sh | |
| 18 | Baidu Inc SPON ADR REP A | $10.0M | 89.4K | 1.8% | ▲+135% Added · +51K sh | |
| 19 | Alibaba Group Hldg Ltd SPONSORED ADS | $9.6M | 76.7K | 1.7% | ▲+87% Added · +36K sh | |
| 20 | Synopsys Inc COM | $9.6M | 24.2K | 1.7% | ▲+304% Added · +18K sh | |
| 21 | Crowdstrike Hldgs Inc CL A | $9.3M | 23.9K | 1.7% | ▲+498% Added · +20K sh | |
| 22 | International Business Machs COM | $9.3M | 38.4K | 1.7% | ▲+113% Added · +20K sh | |
| 23 | Stmicroelectronics N V NY REGISTRY | $9.3M | 268.7K | 1.7% | ▲New New position | |
| 24 | Block Inc CL A | $9.2M | 153.5K | 1.6% | ▲+48% Added · +50K sh | |
| 25 | Celestica Inc COM | $9.2M | 32.6K | 1.6% | ▲New New position | |
| 26 | Analog Devices Inc COM | $9.2M | 28.8K | 1.6% | ▲New New position | |
| 27 | Salesforce Inc COM | $8.6M | 45.8K | 1.5% | ▲+70% Added · +19K sh | |
| 28 | Fortinet Inc COM | $8.4M | 102.3K | 1.5% | ▲+88% Added · +48K sh | |
| 29 | Cloudflare Inc CL A COM | $8.3M | 40.3K | 1.5% | ▲+572% Added · +34K sh | |
| 30 | Hubspot Inc COM | $7.4M | 30.2K | 1.3% | ▲New New position | |
| 31 | Intuit COM | $7.3M | 17.0K | 1.3% | ▲+13% Added · +2K sh | |
| 32 | Zillow Group Inc CL C CAP STK | $6.9M | 166.3K | 1.2% | ▲New New position | |
| 33 | Check Point Software Tech LT ORD | $6.5M | 45.6K | 1.2% | ▲+52% Added · +16K sh | |
| 34 | Booking Holdings Inc COM | $6.4M | 1.5K | 1.1% | ▲New New position | |
| 35 | Unity Software Inc COM | $6.1M | 279.9K | 1.1% | ▲+167% Added · +175K sh | |
| 36 | Roku Inc COM CL A | $6.0M | 63.9K | 1.1% | ▲+45% Added · +20K sh | |
| 37 | Accenture PLC Ireland SHS CLASS A | $6.0M | 30.1K | 1.1% | ▲New New position | |
| 38 | Datadog Inc CL A COM | $5.5M | 46.2K | 1.0% | ▲New New position | |
| 39 | Broadcom Inc COM | $5.1M | 16.4K | 0.9% | ▲New New position | |
| 40 | Robinhood MKTS Inc COM CL A | $5.1M | 72.9K | 0.9% | ▲+66% Added · +29K sh | |
| 41 | Lumentum Hldgs Inc COM | $5.1M | 7.2K | 0.9% | ▼−49% Reduced · −7K sh | |
| 42 | Doordash Inc CL A | $5.0M | 33.0K | 0.9% | ▲New New position | |
| 43 | Nebius Group N.V. SHS CLASS A | $4.5M | 43.6K | 0.8% | ▲+446% Added · +36K sh | |
| 44 | PayPal Hldgs Inc COM | $4.5M | 99.6K | 0.8% | ▲New New position | |
| 45 | Snowflake Inc COM SHS | $3.9M | 25.6K | 0.7% | ▼−39% Reduced · −16K sh | |
| 46 | Automatic Data Processing In COM | $3.6M | 17.9K | 0.6% | ▲+498% Added · +15K sh | |
| 47 | Disney Walt Co COM | $3.6M | 37.8K | 0.6% | ▲+26% Added · +8K sh | |
| 48 | Qorvo Inc COM | $3.0M | 38.3K | 0.5% | ▼−49% Reduced · −37K sh | |
| 49 | Tesla Inc COM | $2.8M | 7.5K | 0.5% | ▲New New position | |
| 50 | Flutter Entmt PLC SHS | $2.7M | 26.9K | 0.5% | ▲+68% Added · +11K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.