MAYTUS CAPITAL MANAGEMENT, LLC
MAYTUS CAPITAL MANAGEMENT, LLC runs MAYTUS CAPITAL MANAGEMENT, LLC and currently holds 62 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $635.73M. Their top holdings are AMAT, STX, TXN, MU, STM. The top five represent 29.8% of reported portfolio weight. MAYTUS CAPITAL MANAGEMENT, LLC ranks #147 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MAYTUS CAPITAL MANAGEMENT, LLC initiated 25 new positions. They added to 19 existing positions. They trimmed 18 positions. Their current best-performing preview position is NBIS with returns of +166.16%.
62 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AMAT APPLIED MATLS INC | 7.74% | $274.71 | $492.32 | +79.21% | Trimmed -31.83% |
STX SEAGATE TECHNOLOGY HLDNGS PL | 7.44% | $965.00 | $850.00 | -11.92% | New Buy |
TXN TEXAS INSTRS INC | 5.86% | $194.14 | $264.36 | +36.17% | Trimmed -28.95% |
MU MICRON TECHNOLOGY INC | 4.54% | $1,154.29 | $966.78 | -16.24% | Added +100.00% |
STM STMICROELECTRONICS N V | 4.19% | $44.44 | $50.58 | +13.82% | Added +32.48% |
V VISA INC | 3.94% | $337.45 | $371.13 | +9.98% | Trimmed -45.54% |
LRCX LAM RESEARCH CORP | 3.41% | $433.33 | $314.00 | -27.54% | New Buy |
CRM SALESFORCE INC | 2.46% | $191.54 | $209.16 | +9.20% | Added +118.17% |
T AT&T INC | 2.41% | $26.58 | $25.31 | -4.78% | Trimmed -9.43% |
FLEX FLEX LTD | 2.40% | $162.07 | $110.45 | -31.85% | Added +100.00% |
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