13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001158
Total Value
$325.0M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 40,955 | $22.4M | 6.91% |
| 2 | LAM RESEARCH CORP | LRCX | 197,102 | $14.3M | 4.41% |
| 3 | META PLATFORMS INC | META | 20,702 | $11.9M | 3.67% |
| 4 | NXP SEMICONDUCTORS N V | NXPI | 62,315 | $11.8M | 3.64% |
| 5 | ANALOG DEVICES INC | ADI | 57,168 | $11.5M | 3.55% |
| 6 | KLA CORP | KLAC | 16,862 | $11.5M | 3.53% |
| 7 | ZILLOW GROUP INC | Z | 136,581 | $9.4M | 2.88% |
| 8 | SANDISK CORP | SNDK | 193,600 | $9.2M | 2.84% |
| 9 | CISCO SYS INC | CSCO | 146,963 | $9.1M | 2.79% |
| 10 | SAP SE | SAPGF | 33,629 | $9.0M | 2.78% |
| 11 | MICRON TECHNOLOGY INC | MU | 100,000 | $8.7M | 2.67% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 62,574 | $8.3M | 2.55% |
| 13 | CHECK POINT SOFTWARE TECH LT | M22465104 | 35,993 | $8.2M | 2.52% |
| 14 | NETFLIX INC | NFLX | 8,779 | $8.2M | 2.52% |
| 15 | CLOUDFLARE INC | NET | 70,000 | $7.9M | 2.43% |
| 16 | INTEL CORP | INTC | 330,000 | $7.5M | 2.31% |
| 17 | INTUIT | INTU | 10,722 | $6.6M | 2.03% |
| 18 | SEA LTD | SE | 49,426 | $6.4M | 1.98% |
| 19 | FISERV INC | FISV | 26,548 | $5.9M | 1.80% |
| 20 | FORTINET INC | FTNT | 57,500 | $5.5M | 1.70% |
| 21 | MONDAY COM LTD | MNDY | 22,400 | $5.4M | 1.68% |
| 22 | LUMENTUM HLDGS INC | LITE | 83,512 | $5.2M | 1.60% |
| 23 | NVIDIA CORPORATION | NVDA | 46,778 | $5.1M | 1.56% |
| 24 | ACCENTURE PLC IRELAND | ACN | 16,100 | $5.0M | 1.55% |
| 25 | SNOWFLAKE INC | SNOW | 33,240 | $4.9M | 1.49% |
| 26 | WESTERN DIGITAL CORP | WDC | 120,027 | $4.9M | 1.49% |
| 27 | APPLOVIN CORP | APP | 18,000 | $4.8M | 1.47% |
| 28 | DUOLINGO INC | DUOL | 15,027 | $4.7M | 1.44% |
| 29 | OKTA INC | OKTA | 43,024 | $4.5M | 1.39% |
| 30 | AMAZON COM INC | AMZN | 23,677 | $4.5M | 1.39% |
| 31 | CYBERARK SOFTWARE LTD | M2682V108 | 13,067 | $4.4M | 1.36% |
| 32 | STMICROELECTRONICS N V | STMEF | 200,684 | $4.4M | 1.36% |
| 33 | BAIDU INC | BAIDF | 47,081 | $4.3M | 1.33% |
| 34 | DISNEY WALT CO | 254687106 | 41,730 | $4.1M | 1.27% |
| 35 | PAYCHEX INC | PAYX | 26,117 | $4.0M | 1.24% |
| 36 | JUNIPER NETWORKS INC | 48203R104 | 108,109 | $3.9M | 1.20% |
| 37 | BROADCOM INC | AVGO | 23,000 | $3.9M | 1.18% |
| 38 | ADVANCED MICRO DEVICES INC | AMD | 35,551 | $3.7M | 1.12% |
| 39 | FLUTTER ENTMT PLC | G3643J108 | 16,409 | $3.6M | 1.12% |
| 40 | MAPLEBEAR INC | CART | 90,350 | $3.6M | 1.11% |
| 41 | PAYPAL HLDGS INC | PYPL | 55,097 | $3.6M | 1.11% |
| 42 | PALO ALTO NETWORKS INC | PANW | 20,000 | $3.4M | 1.05% |
| 43 | ATLASSIAN CORPORATION | TEAM | 15,891 | $3.4M | 1.04% |
| 44 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 15,379 | $3.2M | 0.98% |
| 45 | SKYWORKS SOLUTIONS INC | SWKS | 49,051 | $3.2M | 0.98% |
| 46 | CELESTICA INC | CLS | 40,000 | $3.2M | 0.97% |
| 47 | ARISTA NETWORKS INC | ANET | 39,774 | $3.1M | 0.95% |
| 48 | DAYFORCE INC | 15677J108 | 50,765 | $3.0M | 0.91% |
| 49 | PDD HOLDINGS INC | PDD | 23,334 | $2.8M | 0.85% |
| 50 | ROBINHOOD MKTS INC | 770700102 | 60,704 | $2.5M | 0.78% |
| 51 | SALESFORCE INC | CRM | 9,371 | $2.5M | 0.77% |
| 52 | TRIP COM GROUP LTD | TRPCF | 35,989 | $2.3M | 0.70% |
| 53 | SENTINELONE INC | S | 116,106 | $2.1M | 0.65% |
| 54 | ROBLOX CORP | RBLX | 25,000 | $1.5M | 0.45% |
| 55 | WARNER MUSIC GROUP CORP | WMG | 40,000 | $1.3M | 0.39% |
| 56 | PALANTIR TECHNOLOGIES INC | PLTR | 12,000 | $1.0M | 0.31% |
| 57 | GLOBALFOUNDRIES INC | GFS | 23,000 | $848,930 | 0.26% |