Maytus Capital Management, LLC holds a diversified book of 62 reported positions worth $635.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Quantinuum Inc-A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Seagate Technology Holdings and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +68% (+62.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 12.7 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 each quarter's actual reporting lag, ~45 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Maytus Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Palidye Holdings (Caymans) Ltd | 6 / 62 | $434.1M |
| Optimus Prime Fund Management Co., Ltd. | 8 / 62 | $949.6M |
| Hoey Investments, Inc | 27 / 62 | $505.0M |
| Altimeter Capital Management, LP | 9 / 62 | $6.0B |
| Summa Corp. | 10 / 62 | $194.5M |
| Trivest Advisors Ltd | 6 / 62 | $1.9B |
| Chase Coleman | 15 / 62 | $13.3B |
| Legend Capital Advisors LLC | 8 / 62 | $99.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Maytus Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $49.2M | 68.1K | 7.7% | ▼−32% Reduced · −32K sh | |
| 2 | Seagate Technology HLDNGS PL ORD SHS | $47.3M | 49.0K | 7.4% | ▲New New position | |
| 3 | Texas Instrs Inc COM | $37.3M | 125.0K | 5.9% | ▼−29% Reduced · −51K sh | |
| 4 | Micron Technology Inc COM | $28.9M | 25.0K | 4.5% | ▲New New position | |
| 5 | Stmicroelectronics N V NY REGISTRY | $26.7M | 356.0K | 4.2% | ▲+32% Added · +87K sh | |
| 6 | Visa Inc COM CL A | $25.1M | 73.1K | 3.9% | ▼−46% Reduced · −61K sh | |
| 7 | Lam Research Corp COM NEW | $21.7M | 50.0K | 3.4% | ▲New New position | |
| 8 | Salesforce Inc COM | $15.7M | 100.0K | 2.5% | ▲+118% Added · +54K sh | |
| 9 | AT&T Inc COM | $15.3M | 739.2K | 2.4% | ▼−9.4% Reduced · −77K sh | |
| 10 | Flex Ltd ORD | $15.2M | 94.0K | 2.4% | ▲New New position | |
| 11 | Advanced Micro Devices Inc COM | $15.1M | 26.0K | 2.4% | ▲New New position | |
| 12 | Datadog Inc CL A COM | $14.4M | 55.4K | 2.3% | ▲+20% Added · +9K sh | |
| 13 | SPDR Series Trust SP O&G EXPL PRO | $14.0M | 90.5K | 2.2% | ▲New New position | |
| 14 | Fortinet Inc COM | $13.8M | 90.0K | 2.2% | ▼−12% Reduced · −12K sh | |
| 15 | Global PMTS Inc COM | $13.1M | 180.1K | 2.1% | ▲New New position | |
| 16 | Meta Platforms Inc CL A | $13.0M | 23.0K | 2.0% | ▲New New position | |
| 17 | Macom Tech Solutions Hldgs I COM | $11.5M | 30.1K | 1.8% | ▲New New position | |
| 18 | Amazon Com Inc COM | $11.4M | 48.0K | 1.8% | ▼−36% Reduced · −28K sh | |
| 19 | Nokia Corp SPONSORED ADR | $10.8M | 817.0K | 1.7% | ▼−37% Reduced · −470K sh | |
| 20 | MKS Inc. COM | $10.8M | 24.4K | 1.7% | ▲New New position | |
| 21 | Snowflake Inc COM SHS | $10.7M | 42.0K | 1.7% | ▲+64% Added · +16K sh | |
| 22 | Crowdstrike Hldgs Inc CL A | $10.2M | 13.4K | 1.6% | ▼−44% Reduced · −11K sh | |
| 23 | Arista Networks Inc COM SHS | $9.7M | 57.0K | 1.5% | ▲New New position | |
| 24 | Baidu Inc SPON ADR REP A | $9.1M | 80.0K | 1.4% | ▼−11% Reduced · −9K sh | |
| 25 | Affirm Hldgs Inc COM CL A | $9.1M | 111.8K | 1.4% | ▲New New position | |
| 26 | Nvidia Corporation COM | $9.0M | 45.0K | 1.4% | ▼−23% Reduced · −13K sh | |
| 27 | T-Mobile US Inc COM | $8.4M | 50.0K | 1.3% | ▲New New position | |
| 28 | F5 Inc COM | $8.3M | 19.9K | 1.3% | ▲+212% Added · +14K sh | |
| 29 | Take-Two Interactive Softwar COM | $8.1M | 32.2K | 1.3% | ▲+173% Added · +20K sh | |
| 30 | Coherent Corp COM | $7.5M | 19.0K | 1.2% | ▲New New position | |
| 31 | Atlassian Corporation CL A | $7.3M | 94.0K | 1.2% | ▲New New position | |
| 32 | Hewlett Packard Enterprise C COM | $7.2M | 160.0K | 1.1% | ▲New New position | |
| 33 | Airbnb Inc COM CL A | $7.2M | 50.0K | 1.1% | ▲New New position | |
| 34 | Okta Inc CL A | $7.1M | 52.0K | 1.1% | ▲New New position | |
| 35 | Wayfair Inc CL A | $7.0M | 76.1K | 1.1% | ▲New New position | |
| 36 | Block Inc CL A | $6.8M | 90.0K | 1.1% | ▼−41% Reduced · −64K sh | |
| 37 | Robinhood MKTS Inc COM CL A | $6.6M | 65.8K | 1.0% | ▼−9.8% Reduced · −7K sh | |
| 38 | Expedia Group Inc COM NEW | $6.3M | 24.6K | 1.0% | ▲New New position | |
| 39 | Jfrog Ltd ORD SHS | $6.0M | 66.0K | 0.9% | ▲New New position | |
| 40 | Nebius Group N.V. SHS CLASS A | $5.4M | 19.5K | 0.8% | ▼−55% Reduced · −24K sh | |
| 41 | Hubspot Inc COM | $5.1M | 28.0K | 0.8% | ▼−7.3% Reduced · −2K sh | |
| 42 | Corning Inc COM | $5.1M | 20.0K | 0.8% | ▼−75% Reduced · −59K sh | |
| 43 | Alibaba Group Hldg Ltd SPONSORED ADS | $4.8M | 50.0K | 0.8% | ▼−35% Reduced · −27K sh | |
| 44 | Jd.com Inc SPON ADS CL A | $4.7M | 184.8K | 0.7% | ▲New New position | |
| 45 | Walmart Inc COM | $4.5M | 39.5K | 0.7% | ▲New New position | |
| 46 | Astera Labs Inc COM | $4.3M | 9.0K | 0.7% | ▲New New position | |
| 47 | Cognizant Technology Solutio CL A | $4.3M | 110.0K | 0.7% | ▲New New position | |
| 48 | Spotify Technology S A SHS | $4.0M | 8.8K | 0.6% | ▲New New position | |
| 49 | Unity Software Inc COM | $3.9M | 136.0K | 0.6% | ▼−51% Reduced · −144K sh | |
| 50 | Sea Ltd SPONSORD ADS | $3.8M | 40.0K | 0.6% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.