Q1 2024 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2024-05-13 · accession 0001420506-24-000756
$235.9M
Reported value
50
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.4M | 6.51% | 17,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $15.0M | 6.36% | 30,900 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $14.9M | 6.33% | 31,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $12.6M | 5.35% | 13,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $12.4M | 5.24% | 62,500 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $11.8M | 4.99% | 28,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $7.8M | 3.33% | 115,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $7.7M | 3.27% | 45,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.6M | 3.23% | 50,500 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $6.8M | 2.88% | 7,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $5.7M | 2.42% | 67,500 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.4M | 2.30% | 18,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $5.3M | 2.25% | 4,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $5.3M | 2.24% | 20,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.2M | 2.22% | 54,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $5.1M | 2.18% | 3,400 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $5.0M | 2.13% | 135,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.0M | 2.12% | 31,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $4.8M | 2.05% | 110,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $4.6M | 1.94% | 8,000 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $4.6M | 1.93% | 68,000 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $4.3M | 1.84% | 17,500 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $4.3M | 1.82% | 65,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $4.1M | 1.75% | 30,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $4.0M | 1.70% | 32,500 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $3.9M | 1.64% | 34,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.7M | 1.56% | 30,000 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $3.4M | 1.45% | 50,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $3.4M | 1.45% | 70,000 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.0M | 1.29% | 20,500 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $2.7M | 1.13% | 3,500 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $2.5M | 1.05% | 21,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $2.3M | 0.96% | 8,000 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $2.3M | 0.96% | 8,500 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $2.1M | 0.89% | 20,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $2.1M | 0.89% | 18,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $2.0M | 0.85% | 20,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $2.0M | 0.84% | 60,000 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $1.9M | 0.80% | 14,000 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $1.7M | 0.73% | 50,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $1.6M | 0.69% | 9,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.69% | 9,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $1.4M | 0.58% | 10,000 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $1.3M | 0.55% | 20,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $1.3M | 0.53% | 2,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $1.2M | 0.49% | 50,000 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $1.1M | 0.46% | 40,000 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $943,400 | 0.40% | 20,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $874,380 | 0.37% | 38,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $801,000 | 0.34% | 30,000 | 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.