Maytus Capital Management, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Maytus Capital Management, LLC opened 254 positions, added to 128, reduced 125 and sold out of 243.
- Q2 2026: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 19,148.
- Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 489,475.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 71,263.
- Q2 2026: Stock DELL; Country of operation United States; Class CL C; Shares before 122,923.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1708759), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | 19,148 | 0 | -19,148 | $25,291,253 | $0 | -$25,291,253 | 2026-08-14 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | 489,475 | 0 | -489,475 | $21,600,532 | $0 | -$21,600,532 | 2026-08-14 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 71,263 | 0 | -71,263 | $20,492,388 | $0 | -$20,492,388 | 2026-08-14 |
|---|
| Q2 2026 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 122,923 | 0 | -122,923 | $20,175,352 | $0 | -$20,175,352 | 2026-08-14 |
|---|
| Q2 2026 | WDC
WESTERN DIGITAL CORP | United States | COM | 52,501 | 0 | -52,501 | $14,200,995 | $0 | -$14,200,995 | 2026-08-14 |
|---|
| Q2 2026 | ON
ON SEMICONDUCTOR CORP | United States | COM | 191,939 | 0 | -191,939 | $11,884,863 | $0 | -$11,884,863 | 2026-08-14 |
|---|
| Q2 2026 | JBL
JABIL INC | United States | COM | 42,114 | 0 | -42,114 | $11,186,742 | $0 | -$11,186,742 | 2026-08-14 |
|---|
| Q2 2026 | AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 88,912 | 0 | -88,912 | $10,211,543 | $0 | -$10,211,543 | 2026-08-14 |
|---|
| Q2 2026 | SNPS
SYNOPSYS INC | United States | COM | 24,244 | 0 | -24,244 | $9,612,261 | $0 | -$9,612,261 | 2026-08-14 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 38,367 | 0 | -38,367 | $9,299,777 | $0 | -$9,299,777 | 2026-08-14 |
|---|
| Q2 2026 | CLS
CELESTICA INC | | COM | 32,611 | 0 | -32,611 | $9,185,866 | $0 | -$9,185,866 | 2026-08-14 |
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| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 28,770 | 0 | -28,770 | $9,152,888 | $0 | -$9,152,888 | 2026-08-14 |
|---|
| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 40,296 | 0 | -40,296 | $8,314,677 | $0 | -$8,314,677 | 2026-08-14 |
|---|
| Q2 2026 | INTU
INTUIT | United States | COM | 16,969 | 0 | -16,969 | $7,337,056 | $0 | -$7,337,056 | 2026-08-14 |
|---|
| Q2 2026 | Z
ZILLOW GROUP INC | United States | CL C CAP STK | 166,313 | 0 | -166,313 | $6,882,032 | $0 | -$6,882,032 | 2026-08-14 |
|---|
| Q2 2026 | CHKP
CHECK POINT SOFTWARE TECH LT | | ORD | 45,590 | 0 | -45,590 | $6,512,532 | $0 | -$6,512,532 | 2026-08-14 |
|---|
| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 1,510 | 0 | -1,510 | $6,357,583 | $0 | -$6,357,583 | 2026-08-14 |
|---|
| Q2 2026 | ROKU
ROKU INC | United States | COM CL A | 63,922 | 0 | -63,922 | $6,048,300 | $0 | -$6,048,300 | 2026-08-14 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 30,121 | 0 | -30,121 | $5,972,693 | $0 | -$5,972,693 | 2026-08-14 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 16,409 | 0 | -16,409 | $5,078,750 | $0 | -$5,078,750 | 2026-08-14 |
|---|
| Q2 2026 | LITE
LUMENTUM HLDGS INC | United States | COM | 7,187 | 0 | -7,187 | $5,050,736 | $0 | -$5,050,736 | 2026-08-14 |
|---|
| Q2 2026 | DASH
DOORDASH INC | United States | CL A | 32,975 | 0 | -32,975 | $4,951,196 | $0 | -$4,951,196 | 2026-08-14 |
|---|
| Q2 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 99,571 | 0 | -99,571 | $4,503,596 | $0 | -$4,503,596 | 2026-08-14 |
|---|
| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 17,934 | 0 | -17,934 | $3,643,830 | $0 | -$3,643,830 | 2026-08-14 |
|---|
| Q2 2026 | DIS
DISNEY WALT CO | United States | COM | 37,792 | 0 | -37,792 | $3,642,393 | $0 | -$3,642,393 | 2026-08-14 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 7,458 | 0 | -7,458 | $2,772,512 | $0 | -$2,772,512 | 2026-08-14 |
|---|
| Q2 2026 | FLUT
FLUTTER ENTMT PLC | | SHS | 26,856 | 0 | -26,856 | $2,737,969 | $0 | -$2,737,969 | 2026-08-14 |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 6,375 | 0 | -6,375 | $2,200,331 | $0 | -$2,200,331 | 2026-08-14 |
|---|
| Q2 2026 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 2,548 | 0 | -2,548 | $1,738,348 | $0 | -$1,738,348 | 2026-08-14 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 8,923 | 0 | -8,923 | $1,721,247 | $0 | -$1,721,247 | 2026-08-14 |
|---|
| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 2,548 | 0 | -2,548 | $1,539,986 | $0 | -$1,539,986 | 2026-08-14 |
|---|
| Q2 2026 | HPQ
HP INC | United States | COM | 79,015 | 0 | -79,015 | $1,517,878 | $0 | -$1,517,878 | 2026-08-14 |
|---|
| Q2 2026 | RBLX
ROBLOX CORP | United States | CL A | 26,362 | 0 | -26,362 | $1,491,035 | $0 | -$1,491,035 | 2026-08-14 |
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| Q2 2026 | FN
FABRINET | | SHS | 2,358 | 0 | -2,358 | $1,229,744 | $0 | -$1,229,744 | 2026-08-14 |
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| Q2 2026 | WMG
WARNER MUSIC GROUP CORP | United States | COM CL A | 20,000 | 0 | -20,000 | $510,800 | $0 | -$510,800 | 2026-08-14 |
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