Q4 2023 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2024-02-13 · accession 0001420506-24-000301
$250.3M
Reported value
50
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 032654105 | ADI | ANALOG DEVICES INC | $9.5M | 3.78% | 47,600 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.3M | 3.70% | 61,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $9.0M | 3.61% | 180,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.9M | 3.56% | 18,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $8.7M | 3.48% | 11,500 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $8.5M | 3.39% | 24,000 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $7.6M | 3.02% | 151,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $7.4M | 2.94% | 37,000 | Common | SOLE |
| 83088M102 | SWKS | SKYWORKS SOLUTIONS INC | $7.3M | 2.92% | 65,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.3M | 2.91% | 48,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $7.2M | 2.89% | 125,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $7.0M | 2.82% | 9,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $7.0M | 2.78% | 90,000 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $6.9M | 2.74% | 24,833 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $6.6M | 2.63% | 240,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.6M | 2.63% | 25,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $6.3M | 2.51% | 10,812 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $6.0M | 2.41% | 72,433 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.0M | 2.39% | 70,000 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $5.7M | 2.26% | 96,605 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $5.3M | 2.12% | 24,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $5.3M | 2.12% | 130,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $5.3M | 2.11% | 43,459 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.9M | 1.95% | 10,000 | Common | SOLE |
| 40434L105 | HPQ | HP INC | $4.8M | 1.92% | 160,000 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.7M | 1.90% | 130,000 | Common | SOLE |
| 803054204 | SAP | SAP SE | $4.6M | 1.85% | 30,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $4.6M | 1.83% | 6,500 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $4.3M | 1.73% | 150,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $4.2M | 1.70% | 250,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.2M | 1.69% | 70,000 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $4.2M | 1.67% | 82,500 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $4.1M | 1.65% | 17,500 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $4.0M | 1.58% | 55,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $3.7M | 1.46% | 70,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $3.6M | 1.44% | 100,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $3.6M | 1.42% | 210,000 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $3.3M | 1.31% | 15,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $3.2M | 1.26% | 28,000 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $2.8M | 1.11% | 45,000 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $2.7M | 1.06% | 20,000 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM VIDEO COMMUNICATIONS IN | $2.2M | 0.86% | 30,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.0M | 0.80% | 19,000 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $1.8M | 0.73% | 22,500 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1.8M | 0.73% | 45,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.8M | 0.71% | 19,500 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $1.4M | 0.57% | 18,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $1.4M | 0.55% | 9,000 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $1.2M | 0.47% | 25,868 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $853,400 | 0.34% | 10,000 | 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.