13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q2 2024 · Filed August 5, 2024 · Accession 0001420506-24-001255
Total Value
$279.8M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 32,000 | $16.1M | 5.77% |
| 2 | LAM RESEARCH CORP | LRCX | 11,294 | $12.0M | 4.30% |
| 3 | BROADCOM INC | AVGO | 6,500 | $10.4M | 3.73% |
| 4 | NXP SEMICONDUCTORS N V | NXPI | 38,736 | $10.4M | 3.73% |
| 5 | VISA INC | V | 38,000 | $10.0M | 3.56% |
| 6 | CLOUDFLARE INC | NET | 117,500 | $9.7M | 3.48% |
| 7 | APPLIED MATLS INC | 038222105 | 36,000 | $8.5M | 3.04% |
| 8 | SERVICENOW INC | NOW | 10,737 | $8.4M | 3.02% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 51,000 | $8.3M | 2.96% |
| 10 | ANALOG DEVICES INC | ADI | 34,767 | $7.9M | 2.84% |
| 11 | UBER TECHNOLOGIES INC | UBER | 103,278 | $7.5M | 2.68% |
| 12 | INTUIT | INTU | 11,120 | $7.3M | 2.61% |
| 13 | WESTERN DIGITAL CORP. | WDC | 95,000 | $7.2M | 2.57% |
| 14 | ZILLOW GROUP INC | Z | 155,000 | $7.2M | 2.57% |
| 15 | SALESFORCE INC | CRM | 26,981 | $6.9M | 2.48% |
| 16 | EXPEDIA GROUP INC | EXPE | 55,000 | $6.9M | 2.48% |
| 17 | BLOCK INC | BSQKZ | 105,000 | $6.8M | 2.42% |
| 18 | THE TRADE DESK INC | 88339J105 | 68,000 | $6.6M | 2.37% |
| 19 | SAP SE | SAPGF | 32,274 | $6.5M | 2.33% |
| 20 | DATADOG INC | DDOG | 50,000 | $6.5M | 2.32% |
| 21 | ZSCALER INC | ZS | 33,500 | $6.4M | 2.30% |
| 22 | SYNOPSYS INC | SNPS | 10,329 | $6.1M | 2.20% |
| 23 | QORVO INC | QRVO | 49,000 | $5.7M | 2.03% |
| 24 | SPOTIFY TECHNOLOGY S A | SPOT | 18,000 | $5.6M | 2.02% |
| 25 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 260,000 | $5.5M | 1.97% |
| 26 | AIRBNB INC | ABNB | 35,658 | $5.4M | 1.93% |
| 27 | APPLE INC | AAPL | 25,000 | $5.3M | 1.88% |
| 28 | ARISTA NETWORKS INC | ANET | 15,000 | $5.3M | 1.88% |
| 29 | PALO ALTO NETWORKS INC | PANW | 15,500 | $5.3M | 1.88% |
| 30 | DELL TECHNOLOGIES INC | DELL | 38,000 | $5.2M | 1.87% |
| 31 | JD.COM INC | JDCMF | 180,721 | $4.7M | 1.67% |
| 32 | NVIDIA CORPORATION | NVDA | 37,500 | $4.6M | 1.66% |
| 33 | MONGODB INC | MDB | 17,000 | $4.2M | 1.52% |
| 34 | NETFLIX INC | NFLX | 6,040 | $4.1M | 1.46% |
| 35 | GLOBALFOUNDRIES INC | GFS | 80,000 | $4.0M | 1.45% |
| 36 | CYBERARK SOFTWARE LTD | M2682V108 | 14,200 | $3.9M | 1.39% |
| 37 | SENTINELONE INC | S | 180,000 | $3.8M | 1.35% |
| 38 | OKTA INC | OKTA | 37,274 | $3.5M | 1.25% |
| 39 | ON SEMICONDUCTOR CORP | ON | 50,000 | $3.4M | 1.22% |
| 40 | HUBSPOT INC | HUBS | 5,800 | $3.4M | 1.22% |
| 41 | ACCENTURE PLC IRELAND | ACN | 9,000 | $2.7M | 0.98% |
| 42 | DAYFORCE INC | 15677J108 | 50,790 | $2.5M | 0.90% |
| 43 | TRIP COM GROUP LTD | TRPCF | 52,317 | $2.5M | 0.88% |
| 44 | ALPHABET INC | GOOG | 10,000 | $1.8M | 0.65% |
| 45 | PDD HOLDINGS INC | PDD | 10,000 | $1.3M | 0.48% |
| 46 | GLOBAL PMTS INC | 37940X102 | 12,500 | $1.2M | 0.43% |
| 47 | VARONIS SYS INC | VRNS | 18,100 | $868,257 | 0.31% |