13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002009
Total Value
$542.9M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 76,013 | $42.7M | 7.87% |
| 2 | MICROSOFT CORP | MSFT | 59,729 | $29.7M | 5.47% |
| 3 | NVIDIA CORPORATION | NVDA | 145,874 | $23.0M | 4.24% |
| 4 | META PLATFORMS INC | META | 30,632 | $22.6M | 4.16% |
| 5 | BROADCOM INC | AVGO | 69,430 | $19.1M | 3.53% |
| 6 | KLA CORP | KLAC | 19,830 | $17.8M | 3.27% |
| 7 | BLOCK INC | BSQKZ | 235,078 | $16.0M | 2.94% |
| 8 | TEXAS INSTRS INC | 882508104 | 72,450 | $15.0M | 2.77% |
| 9 | INTUIT | INTU | 18,094 | $14.3M | 2.62% |
| 10 | AMAZON COM INC | AMZN | 60,500 | $13.3M | 2.44% |
| 11 | CYBERARK SOFTWARE LTD | M2682V108 | 32,584 | $13.3M | 2.44% |
| 12 | LAM RESEARCH CORP | LRCX | 126,698 | $12.3M | 2.27% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 86,051 | $12.2M | 2.25% |
| 14 | PAYPAL HLDGS INC | PYPL | 156,523 | $11.6M | 2.14% |
| 15 | T-MOBILE US INC | TMUSZ | 48,619 | $11.6M | 2.13% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 14,495 | $11.1M | 2.05% |
| 17 | LUMENTUM HLDGS INC | LITE | 114,930 | $10.9M | 2.01% |
| 18 | FLUTTER ENTMT PLC | G3643J108 | 35,800 | $10.2M | 1.88% |
| 19 | ZSCALER INC | ZS | 32,298 | $10.1M | 1.87% |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 67,141 | $9.7M | 1.78% |
| 21 | TRIP COM GROUP LTD | TRPCF | 163,727 | $9.6M | 1.77% |
| 22 | ISHARES INC | 464286772 | 129,140 | $9.3M | 1.71% |
| 23 | CLOUDFLARE INC | NET | 45,464 | $8.9M | 1.64% |
| 24 | SYNOPSYS INC | SNPS | 17,105 | $8.8M | 1.62% |
| 25 | ORACLE CORP | ORCL-PD | 38,326 | $8.4M | 1.54% |
| 26 | CIENA CORP | CIEN | 101,808 | $8.3M | 1.53% |
| 27 | CELESTICA INC | CLS | 51,244 | $8.0M | 1.47% |
| 28 | DAYFORCE INC | 15677J108 | 135,589 | $7.5M | 1.38% |
| 29 | SANDISK CORP | SNDK | 158,034 | $7.2M | 1.32% |
| 30 | WESTERN DIGITAL CORP | WDC | 108,618 | $7.0M | 1.28% |
| 31 | PINTEREST INC | PINS | 193,590 | $6.9M | 1.28% |
| 32 | ON SEMICONDUCTOR CORP | ON | 122,657 | $6.4M | 1.18% |
| 33 | MONDAY COM LTD | MNDY | 20,392 | $6.4M | 1.18% |
| 34 | SNOWFLAKE INC | SNOW | 28,415 | $6.4M | 1.17% |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 144,332 | $6.2M | 1.15% |
| 36 | SAP SE | SAPGF | 19,905 | $6.1M | 1.11% |
| 37 | STMICROELECTRONICS N V | STMEF | 188,846 | $5.7M | 1.06% |
| 38 | JABIL INC | JBL | 25,099 | $5.5M | 1.01% |
| 39 | ZILLOW GROUP INC | Z | 76,930 | $5.4M | 0.99% |
| 40 | ROKU INC | ROKU | 54,130 | $4.8M | 0.88% |
| 41 | COINBASE GLOBAL INC | COIN | 13,310 | $4.7M | 0.86% |
| 42 | ELASTIC N V | ESTC | 55,106 | $4.6M | 0.86% |
| 43 | WARNER MUSIC GROUP CORP | WMG | 169,400 | $4.6M | 0.85% |
| 44 | MAPLEBEAR INC | CART | 94,399 | $4.3M | 0.79% |
| 45 | OKTA INC | OKTA | 42,240 | $4.2M | 0.78% |
| 46 | PDD HOLDINGS INC | PDD | 34,500 | $3.6M | 0.67% |
| 47 | DOORDASH INC | DASH | 13,963 | $3.4M | 0.63% |
| 48 | APPLOVIN CORP | APP | 9,800 | $3.4M | 0.63% |
| 49 | REDDIT INC | RDDT | 22,660 | $3.4M | 0.63% |
| 50 | ALIBABA GROUP HLDG LTD | BBAAY | 29,931 | $3.4M | 0.63% |
| 51 | WIX COM LTD | WIX | 21,274 | $3.4M | 0.62% |
| 52 | MONGODB INC | MDB | 15,873 | $3.3M | 0.61% |
| 53 | SENTINELONE INC | S | 158,813 | $2.9M | 0.53% |
| 54 | JUNIPER NETWORKS INC | 48203R104 | 72,408 | $2.9M | 0.53% |
| 55 | SERVICENOW INC | NOW | 2,674 | $2.7M | 0.51% |
| 56 | BAIDU INC | BAIDF | 31,686 | $2.7M | 0.50% |
| 57 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 120,000 | $2.5M | 0.45% |
| 58 | ROBINHOOD MKTS INC | 770700102 | 25,341 | $2.4M | 0.44% |
| 59 | CISCO SYS INC | CSCO | 33,000 | $2.3M | 0.42% |
| 60 | ANALOG DEVICES INC | ADI | 9,060 | $2.2M | 0.40% |
| 61 | CHIME FINL INC | 16935C109 | 59,950 | $2.1M | 0.38% |
| 62 | CIRCLE INTERNET GROUP INC | CRCL | 8,800 | $1.6M | 0.29% |
| 63 | PAYCHEX INC | PAYX | 8,250 | $1.2M | 0.22% |
| 64 | VOYAGER TECHNOLOGIES INC | VOYG | 27,830 | $1.1M | 0.20% |
| 65 | DATADOG INC | DDOG | 5,500 | $738,815 | 0.14% |