13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001420506-23-000966
Total Value
$155.3M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 59,000 | $12.5M | 8.05% |
| 2 | NVIDIA CORPORATION | NVDA | 31,500 | $8.7M | 5.63% |
| 3 | NXP SEMICONDUCTORS N V | NXPI | 35,000 | $6.5M | 4.20% |
| 4 | VISA INC | V | 28,000 | $6.3M | 4.06% |
| 5 | APPLIED MATLS INC | 038222105 | 50,000 | $6.1M | 3.95% |
| 6 | INTEL CORP | INTC | 185,000 | $6.0M | 3.89% |
| 7 | SERVICENOW INC | NOW | 12,500 | $5.8M | 3.74% |
| 8 | MICROSOFT CORP | MSFT | 20,000 | $5.8M | 3.71% |
| 9 | TEXAS INSTRS INC | 882508104 | 30,000 | $5.6M | 3.59% |
| 10 | MONGODB INC | MDB | 21,000 | $4.9M | 3.15% |
| 11 | CLOUDFLARE INC | NET | 78,000 | $4.8M | 3.10% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 35,000 | $4.7M | 3.01% |
| 13 | UBER TECHNOLOGIES INC | UBER | 140,000 | $4.4M | 2.86% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 31,500 | $4.3M | 2.78% |
| 15 | PINTEREST INC | PINS | 150,000 | $4.1M | 2.63% |
| 16 | NETFLIX INC | NFLX | 11,500 | $4.0M | 2.56% |
| 17 | SAP SE | SAPGF | 31,000 | $3.9M | 2.53% |
| 18 | BROADCOM INC | AVGO | 6,000 | $3.8M | 2.48% |
| 19 | SKYWORKS SOLUTIONS INC | SWKS | 32,500 | $3.8M | 2.47% |
| 20 | PALO ALTO NETWORKS INC | PANW | 18,000 | $3.6M | 2.31% |
| 21 | HP INC | HPQ | 120,000 | $3.5M | 2.27% |
| 22 | HUBSPOT INC | HUBS | 8,000 | $3.4M | 2.21% |
| 23 | OKTA INC | OKTA | 38,000 | $3.3M | 2.11% |
| 24 | SHOPIFY INC | SHOP | 67,500 | $3.2M | 2.08% |
| 25 | CERIDIAN HCM HLDG INC | 15677J108 | 41,500 | $3.0M | 1.96% |
| 26 | ON SEMICONDUCTOR CORP | ON | 36,000 | $3.0M | 1.91% |
| 27 | WORKDAY INC | WDAY | 14,000 | $2.9M | 1.86% |
| 28 | MERCADOLIBRE INC | MELI | 1,800 | $2.4M | 1.53% |
| 29 | AUTODESK INC | ADSK | 10,000 | $2.1M | 1.34% |
| 30 | JUNIPER NETWORKS INC | 48203R104 | 60,000 | $2.1M | 1.33% |
| 31 | AUTOMATIC DATA PROCESSING IN | ADP | 9,000 | $2.0M | 1.29% |
| 32 | STMICROELECTRONICS N V | STMEF | 35,000 | $1.9M | 1.21% |
| 33 | GITLAB INC | GTLB | 53,000 | $1.8M | 1.17% |
| 34 | PAYPAL HLDGS INC | PYPL | 23,500 | $1.8M | 1.15% |
| 35 | BAIDU INC | BAIDF | 10,500 | $1.6M | 1.02% |
| 36 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 12,000 | $1.4M | 0.92% |
| 37 | AIRBNB INC | ABNB | 11,000 | $1.4M | 0.88% |
| 38 | TRIP COM GROUP LTD | TRPCF | 30,000 | $1.1M | 0.73% |
| 39 | TESLA INC | TSLA | 4,800 | $995,808 | 0.64% |
| 40 | GLOBAL PMTS INC | 37940X102 | 7,000 | $736,680 | 0.47% |
| 41 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 45,000 | $716,850 | 0.46% |
| 42 | VARONIS SYS INC | VRNS | 20,000 | $520,200 | 0.33% |
| 43 | CADENCE DESIGN SYSTEM INC | CDNS | 2,000 | $420,180 | 0.27% |
| 44 | ALPHABET INC | GOOG | 2,000 | $207,460 | 0.13% |