Maytus Capital Management, LLC
NEW YORK NY · SEC CIK 0001708759
$6.36亿2026Q2 申报市值
62持仓数
44.4%前十大占比 · 第一大 7.7%
25 / 37新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STX 新建仓+$4,728.50万
LRCX 新建仓+$2,166.65万
AMD 新建仓+$1,510.37万
XOP 新建仓+$1,395.28万
GPN 新建仓+$1,306.54万
2026Q2 卖出最多 按季末市值估算
MU 重新持有-$3,924.59万
ASML 清仓-$2,529.13万
AMAT 减仓-$2,298.71万
INTC 清仓-$2,160.05万
V 减仓-$2,097.27万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $4,922.26万 | 7.74% | 68,081 | -31,794 | -31.8% | -$2,298.71万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,728.50万 | 7.44% | 49,000 | 49,000 | — | $4,728.50万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $3,725.88万 | 5.86% | 125,000 | -50,943 | -29.0% | -$1,518.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,885.72万 | 4.54% | 25,000 | -34,000 | -57.6% | -$3,924.59万 | 重新持有 |
| STM | STMICROELECTRONICS N V | $2,666.08万 | 4.19% | 356,000 | 87,287 | 32.5% | $653.69万 | 加仓 |
| V | VISA INC | $2,507.58万 | 3.94% | 73,088 | -61,129 | -45.5% | -$2,097.27万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,166.65万 | 3.41% | 50,000 | 50,000 | — | $2,166.65万 | 新建仓 |
| CRM | SALESFORCE INC | $1,566.60万 | 2.46% | 100,000 | 54,164 | 118.2% | $848.53万 | 加仓 |
| T | AT&T INC | $1,530.06万 | 2.41% | 739,161 | -76,984 | -9.4% | -$159.36万 | 减仓 |
| FLEX | FLEX LTD | $1,523.31万 | 2.40% | 93,991 | 43,991 | 88.0% | $712.96万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $1,510.37万 | 2.38% | 26,000 | 26,000 | — | $1,510.37万 | 新建仓 |
| DDOG | DATADOG INC | $1,443.36万 | 2.27% | 55,437 | 9,268 | 20.1% | $241.30万 | 加仓 |
| XOP | SPDR SERIES TRUST | $1,395.28万 | 2.19% | 90,450 | 90,450 | — | $1,395.28万 | 新建仓 |
| FTNT | FORTINET INC | $1,382.58万 | 2.17% | 90,000 | -12,323 | -12.0% | -$189.31万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,306.54万 | 2.06% | 180,064 | 180,064 | — | $1,306.54万 | 新建仓 |
| META | META PLATFORMS INC | $1,295.57万 | 2.04% | 23,000 | 23,000 | — | $1,295.57万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,146.82万 | 1.80% | 30,150 | 30,150 | — | $1,146.82万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,144.03万 | 1.80% | 48,000 | -27,562 | -36.5% | -$656.91万 | 减仓 |
| NOK | NOKIA CORP | $1,084.93万 | 1.71% | 816,967 | -469,984 | -36.5% | -$624.14万 | 减仓 |
| MKSI | MKS INC. | $1,083.93万 | 1.71% | 24,369 | 24,369 | — | $1,083.93万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1,068.90万 | 1.68% | 42,000 | 16,386 | 64.0% | $417.02万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,022.61万 | 1.61% | 13,400 | -10,510 | -44.0% | -$802.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $968.32万 | 1.52% | 57,000 | 57,000 | — | $968.32万 | 新建仓 |
| BIDU | BAIDU INC | $914.32万 | 1.44% | 80,000 | -9,428 | -10.5% | -$107.75万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $912.11万 | 1.43% | 111,847 | 26,847 | 31.6% | $218.94万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $900.40万 | 1.42% | 45,000 | -13,338 | -22.9% | -$266.88万 | 减仓 |
| TMUS | T-MOBILE US INC | $838.65万 | 1.32% | 50,000 | 50,000 | — | $838.65万 | 新建仓 |
| FFIV | F5 INC | $829.30万 | 1.30% | 19,937 | 13,554 | 212.3% | $563.79万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $805.74万 | 1.27% | 32,232 | 20,443 | 173.4% | $511.03万 | 加仓 |
| COHR | COHERENT CORP | $749.49万 | 1.18% | 19,000 | 19,000 | — | $749.49万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $731.23万 | 1.15% | 94,000 | 94,000 | — | $731.23万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $721.76万 | 1.14% | 160,000 | 160,000 | — | $721.76万 | 新建仓 |
| ABNB | AIRBNB INC | $715.50万 | 1.13% | 50,000 | 50,000 | — | $715.50万 | 新建仓 |
| OKTA | OKTA INC | $709.54万 | 1.12% | 52,000 | 36,000 | 225.0% | $491.22万 | 重新持有 |
| W | WAYFAIR INC | $702.95万 | 1.11% | 76,060 | 76,060 | — | $702.95万 | 新建仓 |
| XYZ | BLOCK INC | $684.00万 | 1.08% | 90,000 | -63,516 | -41.4% | -$482.72万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $659.70万 | 1.04% | 65,786 | -7,114 | -9.8% | -$71.34万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $629.87万 | 0.99% | 24,616 | 6,616 | 36.8% | $169.29万 | 重新持有 |
| FROG | JFROG LTD | $599.81万 | 0.94% | 66,000 | 66,000 | — | $599.81万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $537.95万 | 0.85% | 19,479 | -24,166 | -55.4% | -$667.39万 | 减仓 |
| HUBS | HUBSPOT INC | $511.03万 | 0.80% | 28,000 | -2,209 | -7.3% | -$40.32万 | 减仓 |
| GLW | CORNING INC | $510.86万 | 0.80% | 20,000 | -59,414 | -74.8% | -$1,517.61万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $479.90万 | 0.75% | 50,000 | -26,742 | -34.8% | -$256.67万 | 减仓 |
| JD | JD.COM INC | $470.84万 | 0.74% | 184,790 | 184,790 | — | $470.84万 | 新建仓 |
| WMT | WALMART INC | $446.83万 | 0.70% | 39,452 | 39,452 | — | $446.83万 | 新建仓 |
| ALAB | ASTERA LABS INC | $434.72万 | 0.68% | 9,000 | 9,000 | — | $434.72万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $426.03万 | 0.67% | 110,000 | 29,000 | 35.8% | $112.32万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $401.88万 | 0.63% | 8,753 | -2,747 | -23.9% | -$126.12万 | 重新持有 |
| U | UNITY SOFTWARE INC | $388.69万 | 0.61% | 136,000 | -143,870 | -51.4% | -$411.18万 | 减仓 |
| SE | SEA LTD | $383.32万 | 0.60% | 40,000 | 40,000 | — | $383.32万 | 新建仓 |
| ORCL | ORACLE CORP | $361.14万 | 0.57% | 24,643 | 24,643 | — | $361.14万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $298.36万 | 0.47% | 19,000 | 19,000 | — | $298.36万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $291.60万 | 0.46% | 75,000 | -20,000 | -21.1% | -$77.76万 | 重新持有 |
| RDDT | REDDIT INC | $282.35万 | 0.44% | 16,266 | -7,734 | -32.2% | -$134.25万 | 重新持有 |
| S | SENTINELONE INC | $235.88万 | 0.37% | 139,000 | 39,000 | 39.0% | $66.18万 | 重新持有 |
| FIG | FIGMA INC | $235.17万 | 0.37% | 130,000 | 57,496 | 79.3% | $104.01万 | 加仓 |
| — | QORVO INC | $181.76万 | 0.29% | 19,488 | -18,824 | -49.1% | -$175.57万 | 减仓 |
| QNT | QUANTINUUM INC | $163.48万 | 0.26% | 20,000 | 20,000 | — | $163.48万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $148.16万 | 0.23% | 10,000 | 10,000 | — | $148.16万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $110.50万 | 0.17% | 5,000 | 5,000 | — | $110.50万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $54.66万 | 0.09% | 1,945 | -39,791 | -95.3% | -$1,118.25万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $37.58万 | 0.06% | 6,000 | -6,000 | -50.0% | -$37.58万 | 重新持有 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -19,148 | -100.0% | -$2,529.13万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -489,475 | -100.0% | -$2,160.05万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -71,263 | -100.0% | -$2,049.24万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -122,923 | -100.0% | -$2,017.54万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -52,501 | -100.0% | -$1,420.10万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -191,939 | -100.0% | -$1,188.49万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -93,962 | -100.0% | -$1,155.83万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -42,114 | -100.0% | -$1,118.67万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -88,912 | -100.0% | -$1,021.15万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -24,244 | -100.0% | -$961.23万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -38,367 | -100.0% | -$929.98万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -32,611 | -100.0% | -$918.59万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -28,770 | -100.0% | -$915.29万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -40,296 | -100.0% | -$831.47万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -16,969 | -100.0% | -$733.71万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -166,313 | -100.0% | -$688.20万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -45,590 | -100.0% | -$651.25万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -37,750 | -100.0% | -$635.76万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -63,922 | -100.0% | -$604.83万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -30,121 | -100.0% | -$597.27万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -16,409 | -100.0% | -$507.88万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -7,187 | -100.0% | -$505.07万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -32,975 | -100.0% | -$495.12万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -99,571 | -100.0% | -$450.36万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -17,934 | -100.0% | -$364.38万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -37,792 | -100.0% | -$364.24万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -7,458 | -100.0% | -$277.25万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -26,856 | -100.0% | -$273.80万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,375 | -100.0% | -$220.03万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -2,548 | -100.0% | -$173.83万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -8,923 | -100.0% | -$172.12万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -2,548 | -100.0% | -$154.00万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -79,015 | -100.0% | -$151.79万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -26,362 | -100.0% | -$149.10万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -12,789 | -100.0% | -$130.68万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -2,358 | -100.0% | -$122.97万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$51.08万 | 清仓 |