13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001420506-23-000246
Total Value
$88.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 50,500 | $7.4M | 8.33% |
| 2 | META PLATFORMS INC | META | 48,000 | $5.8M | 6.52% |
| 3 | MASTERCARD INCORPORATED | MA | 16,000 | $5.6M | 6.28% |
| 4 | KLA CORP | KLAC | 11,500 | $4.3M | 4.89% |
| 5 | APPLIED MATLS INC | 038222105 | 42,500 | $4.1M | 4.67% |
| 6 | BROADCOM INC | AVGO | 7,000 | $3.9M | 4.42% |
| 7 | NETFLIX INC | NFLX | 13,000 | $3.8M | 4.33% |
| 8 | FIDELITY NATL INFORMATION SV | 31620M106 | 55,000 | $3.7M | 4.21% |
| 9 | JUNIPER NETWORKS INC | 48203R104 | 100,000 | $3.2M | 3.61% |
| 10 | SERVICENOW INC | NOW | 7,500 | $2.9M | 3.29% |
| 11 | OKTA INC | OKTA | 37,500 | $2.6M | 2.89% |
| 12 | SALESFORCE INC | CRM | 19,000 | $2.5M | 2.84% |
| 13 | ON SEMICONDUCTOR CORP | ON | 40,000 | $2.5M | 2.82% |
| 14 | CADENCE DESIGN SYSTEM INC | CDNS | 14,500 | $2.3M | 2.63% |
| 15 | AMPHENOL CORP NEW | 032095101 | 30,000 | $2.3M | 2.58% |
| 16 | MERCADOLIBRE INC | MELI | 2,650 | $2.2M | 2.53% |
| 17 | ADOBE SYSTEMS INCORPORATED | ADBE | 6,500 | $2.2M | 2.47% |
| 18 | SNOWFLAKE INC | SNOW | 14,000 | $2.0M | 2.27% |
| 19 | PINTEREST INC | PINS | 82,500 | $2.0M | 2.26% |
| 20 | BOOKING HOLDINGS INC | BKNG | 900 | $1.8M | 2.05% |
| 21 | CLOUDFLARE INC | NET | 37,000 | $1.7M | 1.89% |
| 22 | ANALOG DEVICES INC | ADI | 10,000 | $1.6M | 1.85% |
| 23 | JD.COM INC | JDCMF | 28,000 | $1.6M | 1.77% |
| 24 | ORACLE CORP | ORCL-PD | 18,000 | $1.5M | 1.66% |
| 25 | GITLAB INC | GTLB | 30,000 | $1.4M | 1.54% |
| 26 | QUALCOMM INC | QCOM | 12,000 | $1.3M | 1.49% |
| 27 | PAYPAL HLDGS INC | PYPL | 18,000 | $1.3M | 1.45% |
| 28 | CHECK POINT SOFTWARE TECH LT | M22465104 | 10,000 | $1.3M | 1.42% |
| 29 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 12,000 | $1.2M | 1.41% |
| 30 | PAYCOM SOFTWARE INC | PAYC | 4,000 | $1.2M | 1.40% |
| 31 | NETEASE INC | NETTF | 17,000 | $1.2M | 1.39% |
| 32 | WORKDAY INC | WDAY | 6,000 | $1.0M | 1.13% |
| 33 | UBER TECHNOLOGIES INC | UBER | 40,000 | $989,200 | 1.12% |
| 34 | VARONIS SYS INC | VRNS | 40,000 | $957,600 | 1.08% |
| 35 | ZSCALER INC | ZS | 7,500 | $839,250 | 0.95% |
| 36 | MATCH GROUP INC NEW | MTCH | 20,000 | $829,800 | 0.94% |
| 37 | PINDUODUO INC | PDD | 10,000 | $815,500 | 0.92% |
| 38 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 15,000 | $522,300 | 0.59% |
| 39 | TAL EDUCATION GROUP | TAL | 18,000 | $126,900 | 0.14% |