13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000441
Total Value
$286.2M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 75,000 | $16.5M | 5.75% |
| 2 | LAM RESEARCH CORP | LRCX | 200,000 | $14.4M | 5.05% |
| 3 | MICROSOFT CORP | MSFT | 32,500 | $13.7M | 4.79% |
| 4 | MASTERCARD INCORPORATED | MA | 26,000 | $13.7M | 4.78% |
| 5 | ANALOG DEVICES INC | ADI | 60,000 | $12.7M | 4.45% |
| 6 | SNOWFLAKE INC | SNOW | 77,500 | $12.0M | 4.18% |
| 7 | CISCO SYS INC | CSCO | 170,000 | $10.1M | 3.52% |
| 8 | SALESFORCE INC | CRM | 29,000 | $9.7M | 3.39% |
| 9 | BLOCK INC | BSQKZ | 95,000 | $8.1M | 2.82% |
| 10 | GLOBAL PMTS INC | 37940X102 | 67,632 | $7.6M | 2.65% |
| 11 | CLOUDFLARE INC | NET | 70,000 | $7.5M | 2.63% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 33,000 | $7.3M | 2.53% |
| 13 | BAIDU INC | BAIDF | 80,000 | $6.7M | 2.36% |
| 14 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 36,345 | $6.7M | 2.34% |
| 15 | SERVICENOW INC | NOW | 6,000 | $6.4M | 2.22% |
| 16 | MAPLEBEAR INC | CART | 151,828 | $6.3M | 2.20% |
| 17 | DISNEY WALT CO | 254687106 | 55,000 | $6.1M | 2.14% |
| 18 | ZILLOW GROUP INC | Z | 80,000 | $5.9M | 2.07% |
| 19 | META PLATFORMS INC | META | 10,000 | $5.9M | 2.05% |
| 20 | SKYWORKS SOLUTIONS INC | SWKS | 65,000 | $5.8M | 2.01% |
| 21 | JD.COM INC | JDCMF | 165,000 | $5.7M | 2.00% |
| 22 | NVIDIA CORPORATION | NVDA | 42,500 | $5.7M | 1.99% |
| 23 | FORTINET INC | FTNT | 60,000 | $5.7M | 1.98% |
| 24 | CROWDSTRIKE HLDGS INC | CRWD | 16,500 | $5.6M | 1.97% |
| 25 | GLOBALFOUNDRIES INC | GFS | 128,000 | $5.5M | 1.92% |
| 26 | TRIP COM GROUP LTD | TRPCF | 76,000 | $5.2M | 1.82% |
| 27 | ARM HOLDINGS PLC | 042068205 | 40,500 | $5.0M | 1.75% |
| 28 | CADENCE DESIGN SYSTEM INC | CDNS | 16,499 | $5.0M | 1.73% |
| 29 | ATLASSIAN CORPORATION | TEAM | 20,000 | $4.9M | 1.70% |
| 30 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 210,000 | $4.5M | 1.57% |
| 31 | WIX COM LTD | WIX | 20,000 | $4.3M | 1.50% |
| 32 | EXPEDIA GROUP INC | EXPE | 22,500 | $4.2M | 1.46% |
| 33 | CHECK POINT SOFTWARE TECH LT | M22465104 | 22,000 | $4.1M | 1.44% |
| 34 | WESTERN DIGITAL CORP | WDC | 65,000 | $3.9M | 1.35% |
| 35 | ISHARES TR | 464287655 | 15,327 | $3.4M | 1.18% |
| 36 | OKTA INC | OKTA | 38,000 | $3.0M | 1.05% |
| 37 | FLUTTER ENTMT PLC | G3643J108 | 11,500 | $3.0M | 1.04% |
| 38 | PAYCHEX INC | PAYX | 20,000 | $2.8M | 0.98% |
| 39 | APPLOVIN CORP | APP | 8,500 | $2.8M | 0.96% |
| 40 | DAYFORCE INC | 15677J108 | 37,000 | $2.7M | 0.94% |
| 41 | LUMENTUM HLDGS INC | LITE | 30,000 | $2.5M | 0.88% |
| 42 | TESLA INC | TSLA | 6,000 | $2.4M | 0.85% |
| 43 | COINBASE GLOBAL INC | COIN | 9,000 | $2.2M | 0.78% |
| 44 | INTEL CORP | INTC | 100,000 | $2.0M | 0.70% |
| 45 | TEXAS INSTRS INC | 882508104 | 10,000 | $1.9M | 0.66% |
| 46 | FISERV INC | FISV | 9,000 | $1.8M | 0.65% |
| 47 | INGRAM MICRO HLDG CORP | INGM | 80,000 | $1.6M | 0.54% |
| 48 | PINTEREST INC | PINS | 50,000 | $1.4M | 0.51% |
| 49 | SYNOPSYS INC | SNPS | 1,000 | $485,360 | 0.17% |