Q3 2023 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2023-11-13 · accession 0001420506-23-002028
$179.6M
Reported value
38
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $15.9M | 8.86% | 53,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.0M | 6.71% | 27,700 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $11.5M | 6.42% | 36,500 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $8.2M | 4.55% | 230,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $8.1M | 4.51% | 58,500 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $7.2M | 4.02% | 92,500 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $6.8M | 3.80% | 73,500 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $6.3M | 3.53% | 138,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $6.1M | 3.39% | 350,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $5.9M | 3.29% | 38,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $5.9M | 3.28% | 108,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.5M | 3.06% | 53,500 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.4M | 2.98% | 85,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.1M | 2.85% | 33,500 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $5.1M | 2.83% | 45,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $5.0M | 2.79% | 8,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $4.3M | 2.41% | 95,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 2.41% | 80,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $4.2M | 2.36% | 21,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $3.7M | 2.06% | 7,500 | Common | SOLE |
| 48203R104 | JNP | JUNIPER NETWORKS INC | $3.6M | 2.01% | 130,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.5M | 1.92% | 15,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $3.4M | 1.89% | 14,500 | Common | SOLE |
| 15677J108 | DAY | CERIDIAN HCM HLDG INC | $3.4M | 1.89% | 50,000 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $3.4M | 1.87% | 25,000 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $3.2M | 1.79% | 17,500 | Common | SOLE |
| 461202103 | INTU | INTUIT | $3.1M | 1.71% | 6,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $2.5M | 1.39% | 3,000 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $2.1M | 1.19% | 70,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $2.1M | 1.18% | 20,500 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $2.0M | 1.14% | 4,000 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.9M | 1.04% | 14,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $1.7M | 0.97% | 20,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $1.7M | 0.94% | 100,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $1.5M | 0.85% | 5,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $1.5M | 0.82% | 15,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $1.3M | 0.74% | 45,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $973,720 | 0.54% | 22,000 | 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.