Maytus Capital Management, LLC Portfolio Holdings

Maytus Capital Management, LLC

  • $491 Million
  • Q2 2025

Maytus Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $491 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $42.7M, Microsoft Corp with a value of $29.7M, Nvidia Corp with a value of $23M, Meta Platforms, Inc. with a value of $22.6M, and Broadcom Inc. with a value of $19.1M.

Examining the 13F form we can see an increase of $208M in the current position value, from $282M to 491M.

Maytus Capital Management, LLC is based out at New York, NY

Below you can find more details about Maytus Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $491 Million
Technology: $316 Million
Communication Services: $79.4 Million
Financial Services: $54.3 Million
Consumer Cyclical: $29.9 Million
ETFs: $9.27 Million
Industrials: $1.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$548B
$42.7 Million 8.71% of portfolio
76,013
Q2 2025 Added 85.6%
$3.95T
$29.7 Million 6.06% of portfolio
59,729
Q2 2025 New
$456B
$23 Million 4.7% of portfolio
145,874
Q2 2025 Added 211.84%
$1.78T
$22.6 Million 4.61% of portfolio
30,632
Q2 2025 Added 47.97%
$127B
$19.1 Million 3.9% of portfolio
69,430
Q2 2025 Added 201.87%
$133B
$17.8 Million 3.62% of portfolio
19,830
Q2 2025 Added 17.6%
$201B
$14.3 Million 2.91% of portfolio
18,094
Q2 2025 Added 68.76%
$177B
$14.1 Million 2.87% of portfolio
72,450
Q2 2025 New
$30.3B
$13.5 Million 2.74% of portfolio
235,078
Q2 2025 New
$2.26T
$13.3 Million 2.71% of portfolio
60,500
Q2 2025 Added 155.52%
$17B
$13.3 Million 2.7% of portfolio
32,584
Q2 2025 Added 149.36%
$282B
$12.2 Million 2.49% of portfolio
86,051
Q2 2025 Added 142.05%
$78.6B
$11.6 Million 2.37% of portfolio
156,523
Q2 2025 Added 184.09%
$314B
$11.6 Million 2.36% of portfolio
48,619
Q2 2025 New
$133B
$11.1 Million 2.27% of portfolio
14,495
Q2 2025 New
$8.18B
$10.9 Million 2.23% of portfolio
114,930
Q2 2025 Added 37.62%
$32.1B
$9.69 Million 1.98% of portfolio
67,141
Q2 2025 New
$38.1B
$9.6 Million 1.96% of portfolio
163,727
Q2 2025 Added 354.94%
$57.3B
$8.9 Million 1.82% of portfolio
45,464
Q2 2025 Reduced 35.05%
$95.7B
$8.77 Million 1.79% of portfolio
17,105
Q2 2025 New
$9.88B
$8.75 Million 1.78% of portfolio
135,589
Q2 2025 Added 167.09%
$684B
$8.38 Million 1.71% of portfolio
38,326
Q2 2025 New
$14.2B
$8.28 Million 1.69% of portfolio
101,808
Q2 2025 New
$24.1B
$6.95 Million 1.42% of portfolio
108,618
Q2 2025 Reduced 9.51%
$20.5B
$6.94 Million 1.42% of portfolio
193,590
Q2 2025 New
$21.7B
$6.43 Million 1.31% of portfolio
122,657
Q2 2025 New
$7.5B
$6.41 Million 1.31% of portfolio
20,392
Q2 2025 Reduced 8.96%
$61.8B
$6.36 Million 1.3% of portfolio
28,415
Q2 2025 Reduced 14.52%
$182B
$6.25 Million 1.27% of portfolio
144,332
Q2 2025 New
$323B
$6.05 Million 1.23% of portfolio
19,905
Q2 2025 Reduced 40.81%
$23.9B
$5.74 Million 1.17% of portfolio
188,846
Q2 2025 Reduced 5.9%
$31B
$5.47 Million 1.12% of portfolio
25,099
Q2 2025 New
$14.2B
$5.39 Million 1.1% of portfolio
76,930
Q2 2025 Reduced 43.67%
$10.2B
$4.76 Million 0.97% of portfolio
54,130
Q2 2025 New
$45.7B
$4.67 Million 0.95% of portfolio
13,310
Q2 2025 New
$6.95B
$4.65 Million 0.95% of portfolio
55,106
Q2 2025 New
$4.33B
$4.61 Million 0.94% of portfolio
169,400
Q2 2025 Added 323.5%
$13.6B
$4.22 Million 0.86% of portfolio
42,240
Q2 2025 Reduced 1.82%
$147B
$3.61 Million 0.74% of portfolio
34,500
Q2 2025 Added 47.85%
$136B
$3.43 Million 0.7% of portfolio
9,800
Q2 2025 Reduced 45.56%
$94.6B
$3.44 Million 0.7% of portfolio
13,963
Q2 2025 New
$6.74B
$3.37 Million 0.69% of portfolio
21,274
Q2 2025 New
$324B
$3.39 Million 0.69% of portfolio
29,931
Q2 2025 Reduced 52.17%
$14.3B
$3.33 Million 0.68% of portfolio
15,873
Q2 2025 New
$13B
$2.89 Million 0.59% of portfolio
72,408
Q2 2025 Reduced 33.02%
$3.36B
$2.9 Million 0.59% of portfolio
158,813
Q2 2025 Added 36.78%
$172B
$2.75 Million 0.56% of portfolio
2,674
Q2 2025 New
$30.3B
$2.72 Million 0.55% of portfolio
31,686
Q2 2025 Reduced 32.7%
$27.4B
$2.45 Million 0.5% of portfolio
120,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $491 Million
  • Prior Value $282 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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