MAYTUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 880K | $21.86M |
 | CFLT | 240K | $7.26M |
 | ON | 150K | $8.12M |
 | MCHP | 145K | $9.24M |
 | WDC | 123K | $21.19M |
 | U | 105K | $4.64M |
 | XYZ | 104K | $6.74M |
 | NVDA | 100K | $18.65M |
 | S | 100K | $1.50M |
 | V | 98K | $34.19M |
 | FIS | 95K | $6.31M |
 | AFRM | 85K | $6.33M |
 | CTSH | 81K | $6.72M |
 | QRVO | 75K | $6.34M |
 | AMAT | 71K | $18.25M |
 | MU | 59K | $16.84M |
 | NTSK | 55K | $964.70K |
 | FTNT | 55K | $4.33M |
 | FLEX | 50K | $3.02M |
 | ROKU | 44K | $4.77M |
AT&T Inc.
T
Shares Held
880K
Value
$21.86M
Confluent, Inc.
CFLT
Shares Held
240K
Value
$7.26M
ON Semiconductor Corporation
ON
Shares Held
150K
Value
$8.12M
Microchip Technology Incorporated
MCHP
Shares Held
145K
Value
$9.24M
Western Digital Corporation
WDC
Shares Held
123K
Value
$21.19M
Unity Software Inc.
U
Shares Held
105K
Value
$4.64M
Block, Inc.
XYZ
Shares Held
104K
Value
$6.74M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$18.65M
SentinelOne, Inc.
S
Shares Held
100K
Value
$1.50M
Visa Inc.
V
Shares Held
98K
Value
$34.19M
Fidelity National Information Services, Inc.
FIS
Shares Held
95K
Value
$6.31M
Affirm Holdings, Inc.
AFRM
Shares Held
85K
Value
$6.33M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
81K
Value
$6.72M
Qorvo, Inc.
QRVO
Shares Held
75K
Value
$6.34M
Applied Materials, Inc.
AMAT
Shares Held
71K
Value
$18.25M
Micron Technology, Inc.
MU
Shares Held
59K
Value
$16.84M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
55K
Value
$964.70K
Fortinet, Inc.
FTNT
Shares Held
55K
Value
$4.33M
Flex Ltd.
FLEX
Shares Held
50K
Value
$3.02M
Roku, Inc.
ROKU
Shares Held
44K
Value
$4.77M