HedgeMountain

Maytus Capital Management, LLC

New York, NY · CRD 288640
Hedge fund manager

Maytus Capital Management, LLC is an SEC-registered investment adviser based in New York, NY that reports managing 1 hedge fund on Form ADV. It reports $597.8 million in regulatory assets under management. Its private funds, of all types, hold $19.7 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +44.1% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +103.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$597.8 millionForm ADV Item 5.F
Gross assets of private funds
$19.7 millionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
5Form ADV Item 5.A
Registration
SEC-registered adviserCRD 288640
Latest Form ADV
06/04/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+44.1%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+103.2%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$635.7 million62 positions, 2026-06-30
$100$152$203Q3 2024Q1 2025Q3 2025Q1 202613F est. $203S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+47.3%+14.8%
Q1 2026-2.2%-4.6%
Q4 2025+2.8%+2.4%
Q3 2025+13.7%+7.8%
Q2 2025+20.6%+10.4%
Q1 2025-6.9%-4.5%
Q4 2024+5.2%+2.1%
Q3 2024+2.2%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Applied Matls Inc Com$49.2 million
  • Seagate Technology Holdings$47.3 million
  • Texas Instrs Inc$37.3 million
  • Micron Technology Inc Com$28.9 million
  • Stmicroelectronics N V$26.7 million
  • Visa Inc CL A$25.1 million
  • Lam Research Corp Com New$21.7 million
  • Salesforce Com Inc Com$15.7 million
  • At & T, Inc. New$15.3 million
  • Flextronics Intl LTD ORD$15.2 million

As of 2026-06-30, from 13F filing by Maytus Capital Management, LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures