13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001420506-24-000756
Total Value
$235.9M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 17,000 | $15.4M | 6.51% |
| 2 | META PLATFORMS INC | META | 30,900 | $15.0M | 6.36% |
| 3 | MASTERCARD INCORPORATED | MA | 31,000 | $14.9M | 6.33% |
| 4 | LAM RESEARCH CORP | LRCX | 13,000 | $12.6M | 5.35% |
| 5 | ANALOG DEVICES INC | ADI | 62,500 | $12.4M | 5.24% |
| 6 | MICROSOFT CORP | MSFT | 28,000 | $11.8M | 4.99% |
| 7 | WESTERN DIGITAL CORP. | WDC | 115,000 | $7.8M | 3.33% |
| 8 | APPLE INC | AAPL | 45,000 | $7.7M | 3.27% |
| 9 | ALPHABET INC | GOOG | 50,500 | $7.6M | 3.23% |
| 10 | ASML HOLDING N V | ASMLF | 7,000 | $6.8M | 2.88% |
| 11 | BLOCK INC | BSQKZ | 67,500 | $5.7M | 2.42% |
| 12 | SALESFORCE INC | CRM | 18,000 | $5.4M | 2.30% |
| 13 | BROADCOM INC | AVGO | 4,000 | $5.3M | 2.25% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 20,000 | $5.3M | 2.24% |
| 15 | CLOUDFLARE INC | NET | 54,000 | $5.2M | 2.22% |
| 16 | MERCADOLIBRE INC | MELI | 3,400 | $5.1M | 2.18% |
| 17 | MAPLEBEAR INC | CART | 135,000 | $5.0M | 2.13% |
| 18 | SNOWFLAKE INC | SNOW | 31,000 | $5.0M | 2.12% |
| 19 | TRIP COM GROUP LTD | TRPCF | 110,000 | $4.8M | 2.05% |
| 20 | SYNOPSYS INC | SNPS | 8,000 | $4.6M | 1.94% |
| 21 | PAYPAL HLDGS INC | PYPL | 68,000 | $4.6M | 1.93% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 17,500 | $4.3M | 1.84% |
| 23 | DAYFORCE INC | 15677J108 | 65,000 | $4.3M | 1.82% |
| 24 | DOORDASH INC | DASH | 30,000 | $4.1M | 1.75% |
| 25 | DATADOG INC | DDOG | 32,500 | $4.0M | 1.70% |
| 26 | DELL TECHNOLOGIES INC | DELL | 34,000 | $3.9M | 1.64% |
| 27 | DISNEY WALT CO | 254687106 | 30,000 | $3.7M | 1.56% |
| 28 | FORTINET INC | FTNT | 50,000 | $3.4M | 1.45% |
| 29 | ZILLOW GROUP INC | Z | 70,000 | $3.4M | 1.45% |
| 30 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 20,500 | $3.0M | 1.29% |
| 31 | SERVICENOW INC | NOW | 3,500 | $2.7M | 1.13% |
| 32 | MICRON TECHNOLOGY INC | MU | 21,000 | $2.5M | 1.05% |
| 33 | PALO ALTO NETWORKS INC | PANW | 8,000 | $2.3M | 0.96% |
| 34 | CYBERARK SOFTWARE LTD | M2682V108 | 8,500 | $2.3M | 0.96% |
| 35 | BAIDU INC | BAIDF | 20,000 | $2.1M | 0.89% |
| 36 | PDD HOLDINGS INC | PDD | 18,000 | $2.1M | 0.89% |
| 37 | ELASTIC N V | ESTC | 20,000 | $2.0M | 0.85% |
| 38 | WARNER MUSIC GROUP CORP | WMG | 60,000 | $2.0M | 0.84% |
| 39 | JABIL INC | JBL | 14,000 | $1.9M | 0.80% |
| 40 | PINTEREST INC | PINS | 50,000 | $1.7M | 0.73% |
| 41 | ONTO INNOVATION INC | ONTO | 9,000 | $1.6M | 0.69% |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 9,000 | $1.6M | 0.69% |
| 43 | EXPEDIA GROUP INC | EXPE | 10,000 | $1.4M | 0.58% |
| 44 | ROKU INC | ROKU | 20,000 | $1.3M | 0.55% |
| 45 | HUBSPOT INC | HUBS | 2,000 | $1.3M | 0.53% |
| 46 | SENTINELONE INC | S | 50,000 | $1.2M | 0.49% |
| 47 | JD.COM INC | JDCMF | 40,000 | $1.1M | 0.46% |
| 48 | VARONIS SYS INC | VRNS | 20,000 | $943,400 | 0.40% |
| 49 | PALANTIR TECHNOLOGIES INC | PLTR | 38,000 | $874,380 | 0.37% |
| 50 | UNITY SOFTWARE INC | U | 30,000 | $801,000 | 0.34% |