13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001420506-23-002028
Total Value
$179.6M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 53,000 | $15.9M | 8.86% |
| 2 | NVIDIA CORPORATION | NVDA | 27,700 | $12.0M | 6.71% |
| 3 | MICROSOFT CORP | MSFT | 36,500 | $11.5M | 6.42% |
| 4 | INTEL CORP | INTC | 230,000 | $8.2M | 4.55% |
| 5 | APPLIED MATLS INC | 038222105 | 58,500 | $8.1M | 4.51% |
| 6 | THE TRADE DESK INC | 88339J105 | 92,500 | $7.2M | 4.02% |
| 7 | ON SEMICONDUCTOR CORP | ON | 73,500 | $6.8M | 3.80% |
| 8 | UBER TECHNOLOGIES INC | UBER | 138,000 | $6.3M | 3.53% |
| 9 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 350,000 | $6.1M | 3.39% |
| 10 | ZSCALER INC | ZS | 38,000 | $5.9M | 3.29% |
| 11 | SHOPIFY INC | SHOP | 108,000 | $5.9M | 3.28% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 53,500 | $5.5M | 3.06% |
| 13 | CLOUDFLARE INC | NET | 85,000 | $5.4M | 2.98% |
| 14 | SNOWFLAKE INC | SNOW | 33,500 | $5.1M | 2.85% |
| 15 | FISERV INC | FISV | 45,000 | $5.1M | 2.83% |
| 16 | LAM RESEARCH CORP | LRCX | 8,000 | $5.0M | 2.79% |
| 17 | WESTERN DIGITAL CORP. | WDC | 95,000 | $4.3M | 2.41% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 80,000 | $4.3M | 2.41% |
| 19 | ATLASSIAN CORPORATION | TEAM | 21,000 | $4.2M | 2.36% |
| 20 | HUBSPOT INC | HUBS | 7,500 | $3.7M | 2.06% |
| 21 | JUNIPER NETWORKS INC | 48203R104 | 130,000 | $3.6M | 2.01% |
| 22 | VISA INC | V | 15,000 | $3.5M | 1.92% |
| 23 | CADENCE DESIGN SYSTEM INC | CDNS | 14,500 | $3.4M | 1.89% |
| 24 | CERIDIAN HCM HLDG INC | 15677J108 | 50,000 | $3.4M | 1.89% |
| 25 | BAIDU INC | BAIDF | 25,000 | $3.4M | 1.87% |
| 26 | ARISTA NETWORKS INC | ANET | 17,500 | $3.2M | 1.79% |
| 27 | INTUIT | INTU | 6,000 | $3.1M | 1.71% |
| 28 | BROADCOM INC | AVGO | 3,000 | $2.5M | 1.39% |
| 29 | VARONIS SYS INC | VRNS | 70,000 | $2.1M | 1.19% |
| 30 | EXPEDIA GROUP INC | EXPE | 20,500 | $2.1M | 1.18% |
| 31 | ADOBE INC | ADBE | 4,000 | $2.0M | 1.14% |
| 32 | CHECK POINT SOFTWARE TECH LT | M22465104 | 14,000 | $1.9M | 1.04% |
| 33 | ALIBABA GROUP HLDG LTD | BBAAY | 20,000 | $1.7M | 0.97% |
| 34 | SENTINELONE INC | S | 100,000 | $1.7M | 0.94% |
| 35 | ACCENTURE PLC IRELAND | ACN | 5,000 | $1.5M | 0.85% |
| 36 | PDD HOLDINGS INC | PDD | 15,000 | $1.5M | 0.82% |
| 37 | MAPLEBEAR INC | CART | 45,000 | $1.3M | 0.74% |
| 38 | BLOCK INC | BSQKZ | 22,000 | $973,720 | 0.54% |