13F HOLDINGS REPORT
Maytus Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003238
Total Value
$466.2M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 47,967 | $27.3M | 5.85% |
| 2 | ISHARES TR | 464287655 | 106,970 | $25.9M | 5.55% |
| 3 | WESTERN DIGITAL CORP | WDC | 194,131 | $23.3M | 5.00% |
| 4 | MICROSOFT CORP | MSFT | 36,480 | $18.9M | 4.05% |
| 5 | ISHARES INC | 464286772 | 201,270 | $16.1M | 3.46% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 75,594 | $13.5M | 2.90% |
| 7 | MICROCHIP TECHNOLOGY INC. | MCHPP | 203,779 | $13.1M | 2.81% |
| 8 | APPLE INC | AAPL | 51,210 | $13.0M | 2.80% |
| 9 | AT&T INC | T-PC | 449,711 | $12.7M | 2.72% |
| 10 | SERVICENOW INC | NOW | 12,146 | $11.2M | 2.40% |
| 11 | PALO ALTO NETWORKS INC | PANW | 51,761 | $10.5M | 2.26% |
| 12 | ASML HOLDING N V | ASMLF | 10,800 | $10.5M | 2.24% |
| 13 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 423,973 | $10.4M | 2.23% |
| 14 | MICRON TECHNOLOGY INC | MU | 62,000 | $10.4M | 2.23% |
| 15 | LUMENTUM HLDGS INC | LITE | 60,000 | $9.8M | 2.09% |
| 16 | WIX COM LTD | WIX | 50,635 | $9.0M | 1.93% |
| 17 | ON SEMICONDUCTOR CORP | ON | 178,003 | $8.8M | 1.88% |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 198,026 | $8.7M | 1.87% |
| 19 | LAM RESEARCH CORP | LRCX | 64,034 | $8.6M | 1.84% |
| 20 | NVIDIA CORPORATION | NVDA | 45,000 | $8.4M | 1.80% |
| 21 | ZSCALER INC | ZS | 27,976 | $8.4M | 1.80% |
| 22 | CORNING INC | GLW | 94,000 | $7.7M | 1.65% |
| 23 | BLOCK INC | BSQKZ | 102,931 | $7.4M | 1.60% |
| 24 | SNOWFLAKE INC | SNOW | 32,192 | $7.3M | 1.56% |
| 25 | BROADCOM INC | AVGO | 21,600 | $7.1M | 1.53% |
| 26 | SPOTIFY TECHNOLOGY S A | SPOT | 10,100 | $7.0M | 1.51% |
| 27 | ROBLOX CORP | RBLX | 49,200 | $6.8M | 1.46% |
| 28 | GLOBALFOUNDRIES INC | GFS | 190,000 | $6.8M | 1.46% |
| 29 | FLUTTER ENTMT PLC | G3643J108 | 26,000 | $6.6M | 1.42% |
| 30 | ALPHABET INC | GOOG | 27,000 | $6.6M | 1.41% |
| 31 | AUTODESK INC | ADSK | 20,400 | $6.5M | 1.39% |
| 32 | BOOKING HOLDINGS INC | BKNG | 1,200 | $6.5M | 1.39% |
| 33 | QORVO INC | QRVO | 64,058 | $5.8M | 1.25% |
| 34 | SHOPIFY INC | SHOP | 39,000 | $5.8M | 1.24% |
| 35 | CELESTICA INC | CLS | 23,000 | $5.7M | 1.22% |
| 36 | CHECK POINT SOFTWARE TECH LT | M22465104 | 26,848 | $5.6M | 1.19% |
| 37 | GLOBAL PMTS INC | 37940X102 | 66,266 | $5.5M | 1.18% |
| 38 | COINBASE GLOBAL INC | COIN | 15,600 | $5.3M | 1.13% |
| 39 | AFFIRM HLDGS INC | AFRM | 71,000 | $5.2M | 1.11% |
| 40 | WORKDAY INC | WDAY | 21,540 | $5.2M | 1.11% |
| 41 | FIDELITY NATL INFORMATION SV | 31620M106 | 75,004 | $4.9M | 1.06% |
| 42 | FLEX LTD | FLEX | 84,000 | $4.9M | 1.04% |
| 43 | DATADOG INC | DDOG | 33,500 | $4.8M | 1.02% |
| 44 | AUTOMATIC DATA PROCESSING IN | ADP | 14,500 | $4.3M | 0.91% |
| 45 | TRIP COM GROUP LTD | TRPCF | 55,849 | $4.2M | 0.90% |
| 46 | CADENCE DESIGN SYSTEM INC | CDNS | 11,826 | $4.2M | 0.89% |
| 47 | DOORDASH INC | DASH | 13,000 | $3.5M | 0.76% |
| 48 | INTERNATIONAL BUSINESS MACHS | INTR | 12,400 | $3.5M | 0.75% |
| 49 | SUPER MICRO COMPUTER INC | SMCI | 70,000 | $3.4M | 0.72% |
| 50 | WARNER MUSIC GROUP CORP | WMG | 84,395 | $2.9M | 0.62% |
| 51 | SENTINELONE INC | S | 162,080 | $2.9M | 0.61% |
| 52 | APPLIED MATLS INC | 038222105 | 13,000 | $2.7M | 0.57% |
| 53 | BAIDU INC | BAIDF | 20,194 | $2.7M | 0.57% |
| 54 | ORACLE CORP | ORCL-PD | 8,500 | $2.4M | 0.51% |
| 55 | PDD HOLDINGS INC | PDD | 18,000 | $2.4M | 0.51% |
| 56 | SYNOPSYS INC | SNPS | 4,800 | $2.4M | 0.51% |
| 57 | NETSKOPE INC | NTSK | 102,800 | $2.3M | 0.50% |
| 58 | HUBSPOT INC | HUBS | 4,500 | $2.1M | 0.45% |
| 59 | ZILLOW GROUP INC | Z | 25,000 | $1.9M | 0.41% |
| 60 | META PLATFORMS INC | META | 2,200 | $1.6M | 0.35% |
| 61 | TESLA INC | TSLA | 3,000 | $1.3M | 0.29% |
| 62 | PAYLOCITY HLDG CORP | PCTY | 8,000 | $1.3M | 0.27% |
| 63 | MONGODB INC | MDB | 1,400 | $434,532 | 0.09% |
| 64 | COREWEAVE INC | CRWV | 2,500 | $342,125 | 0.07% |
| 65 | INTUIT | INTU | 500 | $341,455 | 0.07% |