13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001653
Total Value
$203.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 53,000 | $12.6M | 6.20% |
| 2 | META PLATFORMS INC | META | 37,250 | $10.7M | 5.26% |
| 3 | NVIDIA CORPORATION | NVDA | 25,000 | $10.6M | 5.21% |
| 4 | AMAZON COM INC | AMZN | 72,800 | $9.5M | 4.67% |
| 5 | MICROSOFT CORP | MSFT | 26,000 | $8.9M | 4.36% |
| 6 | APPLE INC | AAPL | 45,000 | $8.7M | 4.30% |
| 7 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 500,000 | $8.4M | 4.14% |
| 8 | ON SEMICONDUCTOR CORP | ON | 84,000 | $7.9M | 3.91% |
| 9 | ANALOG DEVICES INC | ADI | 37,500 | $7.3M | 3.60% |
| 10 | SERVICENOW INC | NOW | 12,000 | $6.7M | 3.32% |
| 11 | MONGODB INC | MDB | 16,000 | $6.6M | 3.24% |
| 12 | ASML HOLDING N V | ASMLF | 8,500 | $6.2M | 3.03% |
| 13 | QUALCOMM INC | QCOM | 41,000 | $4.9M | 2.40% |
| 14 | ZSCALER INC | ZS | 32,000 | $4.7M | 2.31% |
| 15 | DATADOG INC | DDOG | 47,500 | $4.7M | 2.30% |
| 16 | MATCH GROUP INC NEW | MTCH | 105,000 | $4.4M | 2.16% |
| 17 | JUNIPER NETWORKS INC | 48203R104 | 140,000 | $4.4M | 2.16% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 70,000 | $4.2M | 2.06% |
| 19 | CADENCE DESIGN SYSTEM INC | CDNS | 17,000 | $4.0M | 1.96% |
| 20 | FISERV INC | FISV | 31,500 | $4.0M | 1.96% |
| 21 | CERIDIAN HCM HLDG INC | 15677J108 | 58,000 | $3.9M | 1.91% |
| 22 | PALO ALTO NETWORKS INC | PANW | 15,000 | $3.8M | 1.89% |
| 23 | LAM RESEARCH CORP | LRCX | 5,500 | $3.5M | 1.74% |
| 24 | NETFLIX INC | NFLX | 8,000 | $3.5M | 1.74% |
| 25 | SHOPIFY INC | SHOP | 53,500 | $3.5M | 1.70% |
| 26 | UBER TECHNOLOGIES INC | UBER | 80,000 | $3.5M | 1.70% |
| 27 | ADOBE SYSTEMS INCORPORATED | ADBE | 7,000 | $3.4M | 1.69% |
| 28 | ALIBABA GROUP HLDG LTD | BBAAY | 40,000 | $3.3M | 1.64% |
| 29 | PDD HOLDINGS INC | PDD | 46,000 | $3.2M | 1.57% |
| 30 | T-MOBILE US INC | TMUSZ | 22,500 | $3.1M | 1.54% |
| 31 | INTUIT | INTU | 6,750 | $3.1M | 1.52% |
| 32 | CLOUDFLARE INC | NET | 42,500 | $2.8M | 1.37% |
| 33 | PINTEREST INC | PINS | 100,000 | $2.7M | 1.35% |
| 34 | HUBSPOT INC | HUBS | 5,000 | $2.7M | 1.31% |
| 35 | ZOOMINFO TECHNOLOGIES INC | GTM | 100,000 | $2.5M | 1.25% |
| 36 | FIDELITY NATL INFORMATION SV | 31620M106 | 42,500 | $2.3M | 1.14% |
| 37 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 15,000 | $2.2M | 1.09% |
| 38 | BLOCK INC | BSQKZ | 30,000 | $2.0M | 0.98% |
| 39 | MICRON TECHNOLOGY INC | MU | 28,800 | $1.8M | 0.89% |
| 40 | WIX COM LTD | WIX | 20,000 | $1.6M | 0.77% |
| 41 | OKTA INC | OKTA | 18,000 | $1.2M | 0.61% |
| 42 | PARAMOUNT GLOBAL | 92556H206 | 70,000 | $1.1M | 0.55% |
| 43 | VARONIS SYS INC | VRNS | 40,000 | $1.1M | 0.52% |
| 44 | APPLOVIN CORP | APP | 35,000 | $900,550 | 0.44% |
| 45 | BROADCOM INC | AVGO | 800 | $693,944 | 0.34% |
| 46 | ETSY INC | ETSY | 4,500 | $380,745 | 0.19% |