Maytus Capital Management, LLC Portfolio Holdings

Maytus Capital Management, LLC

  • $282 Million
  • Q1 2025

Maytus Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $282 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $22.4M, Meta Platforms, Inc. with a value of $11.9M, Nxp Semiconductors N.V. with a value of $11.8M, Analog Devices Inc with a value of $11.5M, and Kla Corp with a value of $11.5M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $250M to 282M.

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 $282 Million
Technology: $184 Million
Communication Services: $43.8 Million
Financial Services: $26 Million
Consumer Cyclical: $24.3 Million
Industrials: $4.03 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.29B
$5.21 Million 1.84% of portfolio
83,512
Q1 2025 Added 178.37%
$9.88B
$3.28 Million 1.16% of portfolio
50,765
Q1 2025 Added 37.2%
$3.66B
$2.11 Million 0.75% of portfolio
116,106
Q1 2025 New
$4.18B
$1.25 Million 0.44% of portfolio
40,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $282 Million
  • Prior Value $250 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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