Maytus Capital Management’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.03M	Buy	+76,060	New	+$5.6M	1.11%	35
2024 Q4	–	Sell	-60,000	Closed	-$3.37M	–	76
2024 Q3	$3.37M	Buy	+60,000	New	+$2.89M	1.19%	37
2024 Q1	–	Sell	-45,000	Closed	-$2.78M	–	72
2023 Q4	$2.78M	Buy	+45,000	New	+$2.35M	1.11%	40
2021 Q3	–	Sell	-11,500	Closed	-$3.63M	–	61
2021 Q2	$3.63M	Buy	+11,500	New	+$3.6M	1.16%	40
2019 Q3	–	Sell	-8,000	Closed	-$1.17M	–	73
2019 Q2	$1.17M	Buy	+8,000	New	+$1.2M	0.57%	50

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Maytus Capital Management opened a new position in Wayfair (W) in Q2 2026: 76,060 shares worth $7.03M. The stake represents 1.11% of the portfolio and ranks #35 among its holdings. This is a return to the name: Maytus Capital Management previously reported a position in W as recently as Q3 2024.

Maytus Capital Management first reported a position in W in Q2 2019 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Maytus Capital Management held 76,060 shares of Wayfair worth $7.03M as of Q2 2026.
Wayfair was a new Maytus Capital Management position in Q2 2026.
Wayfair made up 1.11% of Maytus Capital Management's portfolio in Q2 2026, its #35 holding.
Maytus Capital Management first reported a position in Wayfair in Q2 2019 and has held it in 5 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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