Q2 2023 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001653
$203.1M
Reported value
46
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $12.6M | 6.20% | 53,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $10.7M | 5.26% | 37,250 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.6M | 5.21% | 25,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.5M | 4.67% | 72,800 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.9M | 4.36% | 26,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $8.7M | 4.30% | 45,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $8.4M | 4.14% | 500,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $7.9M | 3.91% | 84,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $7.3M | 3.60% | 37,500 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $6.7M | 3.32% | 12,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $6.6M | 3.24% | 16,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $6.2M | 3.03% | 8,500 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $4.9M | 2.40% | 41,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $4.7M | 2.31% | 32,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $4.7M | 2.30% | 47,500 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.4M | 2.16% | 105,000 | Common | SOLE |
| 48203R104 | JNP | JUNIPER NETWORKS INC | $4.4M | 2.16% | 140,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.2M | 2.06% | 70,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $4.0M | 1.96% | 17,000 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $4.0M | 1.96% | 31,500 | Common | SOLE |
| 15677J108 | DAY | CERIDIAN HCM HLDG INC | $3.9M | 1.91% | 58,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $3.8M | 1.89% | 15,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $3.5M | 1.74% | 5,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $3.5M | 1.74% | 8,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.5M | 1.70% | 53,500 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3.5M | 1.70% | 80,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $3.4M | 1.69% | 7,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $3.3M | 1.64% | 40,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $3.2M | 1.57% | 46,000 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $3.1M | 1.54% | 22,500 | Common | SOLE |
| 461202103 | INTU | INTUIT | $3.1M | 1.52% | 6,750 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $2.8M | 1.37% | 42,500 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $2.7M | 1.35% | 100,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $2.7M | 1.31% | 5,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $2.5M | 1.25% | 100,000 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $2.3M | 1.14% | 42,500 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.2M | 1.09% | 15,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.0M | 0.98% | 30,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.89% | 28,800 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $1.6M | 0.77% | 20,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.2M | 0.61% | 18,000 | Common | SOLE |
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $1.1M | 0.55% | 70,000 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $1.1M | 0.52% | 40,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $900,550 | 0.44% | 35,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $693,944 | 0.34% | 800 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $380,745 | 0.19% | 4,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.