Maytus Capital Management’s STMicroelectronics STM Stock Holding History

Maytus Capital Management’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.7M	Buy	356,000 +87,287	+32%	+$5.25M	4.19%	5
2026 Q1	$9.28M	Buy	+268,713	New	+$8.41M	1.65%	23
2025 Q3	–	Sell	-188,846	Closed	-$5.74M	–	87
2025 Q2	$5.74M	Sell	188,846 -11,838	-6%	-$294K	1.06%	37
2025 Q1	$4.41M	Buy	+200,684	New	+$4.93M	1.36%	32
2024 Q1	–	Sell	-151,000	Closed	-$7.57M	–	68
2023 Q4	$7.57M	Buy	+151,000	New	+$6.76M	3.02%	7
2023 Q2	–	Sell	-35,000	Closed	-$1.87M	–	63
2023 Q1	$1.87M	Buy	+35,000	New	+$1.63M	1.21%	32
2021 Q1	–	Sell	-180,000	Closed	-$6.68M	–	53
2020 Q4	$6.68M	Buy	+180,000	New	+$6.39M	2.86%	16

Other funds holding STM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Maytus Capital Management's STM Position: Q2 2026 in Review

Maytus Capital Management increased its STMicroelectronics (STM) stake by 32% in Q2 2026, buying an estimated $5.25M and bringing the position to 356,000 shares worth $26.7M. The position accounts for 4.19% of the portfolio, ranked #5.

Maytus Capital Management first reported a position in STM in Q4 2020 and has held it in 7 quarters since. 604 funds tracked by Wall St. Rank hold STM as of Q2 2026.

Maytus Capital Management held 356,000 shares of STMicroelectronics worth $26.7M as of Q2 2026.
Maytus Capital Management bought 87,287 STMicroelectronics shares in Q2 2026, an estimated $5.25M.
STMicroelectronics made up 4.19% of Maytus Capital Management's portfolio in Q2 2026, its #5 holding.
Maytus Capital Management first reported a position in STMicroelectronics in Q4 2020 and has held it in 7 quarters since.
604 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Maytus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.