13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002415
Total Value
$284.4M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 26,800 | $15.3M | 5.39% |
| 2 | SERVICENOW INC | NOW | 16,500 | $14.8M | 5.19% |
| 3 | PAYPAL HLDGS INC | PYPL | 140,000 | $10.9M | 3.84% |
| 4 | APPLIED MATLS INC | 038222105 | 52,000 | $10.5M | 3.69% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 28,000 | $10.3M | 3.63% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 61,500 | $10.1M | 3.55% |
| 7 | SAP SE | SAPGF | 42,500 | $9.7M | 3.42% |
| 8 | ARISTA NETWORKS INC | ANET | 25,000 | $9.6M | 3.37% |
| 9 | ZILLOW GROUP INC | Z | 150,000 | $9.6M | 3.37% |
| 10 | NXP SEMICONDUCTORS N V | NXPI | 35,000 | $8.4M | 2.95% |
| 11 | TEXAS INSTRS INC | 882508104 | 40,000 | $8.3M | 2.91% |
| 12 | EXPEDIA GROUP INC | EXPE | 52,500 | $7.8M | 2.73% |
| 13 | ON SEMICONDUCTOR CORP | ON | 105,000 | $7.6M | 2.68% |
| 14 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 45,500 | $7.0M | 2.46% |
| 15 | INTEL CORP | INTC | 293,000 | $6.9M | 2.42% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 23,000 | $6.5M | 2.27% |
| 17 | FORTINET INC | FTNT | 82,500 | $6.4M | 2.25% |
| 18 | ATLASSIAN CORPORATION | TEAM | 40,000 | $6.4M | 2.23% |
| 19 | DATADOG INC | DDOG | 55,000 | $6.3M | 2.23% |
| 20 | NVIDIA CORPORATION | NVDA | 50,000 | $6.1M | 2.14% |
| 21 | MONGODB INC | MDB | 21,000 | $5.7M | 2.00% |
| 22 | DELL TECHNOLOGIES INC | DELL | 47,000 | $5.6M | 1.96% |
| 23 | CISCO SYS INC | CSCO | 100,000 | $5.3M | 1.87% |
| 24 | MAPLEBEAR INC | CART | 125,000 | $5.1M | 1.79% |
| 25 | TRIP COM GROUP LTD | TRPCF | 85,000 | $5.1M | 1.78% |
| 26 | PINTEREST INC | PINS | 150,000 | $4.9M | 1.71% |
| 27 | CLOUDFLARE INC | NET | 60,000 | $4.9M | 1.71% |
| 28 | VISA INC | V | 17,000 | $4.7M | 1.64% |
| 29 | REDDIT INC | RDDT | 70,000 | $4.6M | 1.62% |
| 30 | GLOBAL PMTS INC | 37940X102 | 42,000 | $4.3M | 1.51% |
| 31 | HUBSPOT INC | HUBS | 7,000 | $3.7M | 1.31% |
| 32 | JD.COM INC | JDCMF | 90,000 | $3.6M | 1.27% |
| 33 | SENTINELONE INC | S | 150,000 | $3.6M | 1.26% |
| 34 | DRAFTKINGS INC NEW | DKNG | 90,000 | $3.5M | 1.24% |
| 35 | GLOBALFOUNDRIES INC | GFS | 85,000 | $3.4M | 1.20% |
| 36 | ORACLE CORP | ORCL-PD | 20,000 | $3.4M | 1.20% |
| 37 | WAYFAIR INC | W | 60,000 | $3.4M | 1.19% |
| 38 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 42,500 | $3.3M | 1.15% |
| 39 | DYNATRACE INC | DT | 60,000 | $3.2M | 1.13% |
| 40 | OKTA INC | OKTA | 42,000 | $3.1M | 1.10% |
| 41 | MICRON TECHNOLOGY INC | MU | 30,000 | $3.1M | 1.09% |
| 42 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 135,000 | $2.8M | 0.97% |
| 43 | AUTODESK INC | ADSK | 10,000 | $2.8M | 0.97% |
| 44 | CORNING INC | GLW | 60,000 | $2.7M | 0.95% |
| 45 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,900 | $2.4M | 0.85% |
| 46 | BAIDU INC | BAIDF | 21,500 | $2.3M | 0.80% |
| 47 | TOAST INC | TOST | 60,000 | $1.7M | 0.60% |
| 48 | UNITY SOFTWARE INC | U | 65,000 | $1.5M | 0.52% |
| 49 | MERCADOLIBRE INC | MELI | 650 | $1.3M | 0.47% |
| 50 | CIENA CORP | CIEN | 20,000 | $1.2M | 0.43% |