Q2 2024 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2024-08-05 · accession 0001420506-24-001255
$279.8M
Reported value
47
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $16.1M | 5.77% | 32,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $12.0M | 4.30% | 11,294 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $10.4M | 3.73% | 6,500 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $10.4M | 3.73% | 38,736 | Common | SOLE |
| 92826C839 | V | VISA INC | $10.0M | 3.56% | 38,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $9.7M | 3.48% | 117,500 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $8.5M | 3.04% | 36,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $8.4M | 3.02% | 10,737 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $8.3M | 2.96% | 51,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $7.9M | 2.84% | 34,767 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $7.5M | 2.68% | 103,278 | Common | SOLE |
| 461202103 | INTU | INTUIT | $7.3M | 2.61% | 11,120 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $7.2M | 2.57% | 95,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $7.2M | 2.57% | 155,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.9M | 2.48% | 26,981 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $6.9M | 2.48% | 55,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $6.8M | 2.42% | 105,000 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $6.6M | 2.37% | 68,000 | Common | SOLE |
| 803054204 | SAP | SAP SE | $6.5M | 2.33% | 32,274 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $6.5M | 2.32% | 50,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $6.4M | 2.30% | 33,500 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $6.1M | 2.20% | 10,329 | Common | SOLE |
| 74736K101 | QRVO | QORVO INC | $5.7M | 2.03% | 49,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $5.6M | 2.02% | 18,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $5.5M | 1.97% | 260,000 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $5.4M | 1.93% | 35,658 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.3M | 1.88% | 25,000 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $5.3M | 1.88% | 15,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.3M | 1.88% | 15,500 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $5.2M | 1.87% | 38,000 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $4.7M | 1.67% | 180,721 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.6M | 1.66% | 37,500 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $4.2M | 1.52% | 17,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.1M | 1.46% | 6,040 | Common | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $4.0M | 1.45% | 80,000 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $3.9M | 1.39% | 14,200 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $3.8M | 1.35% | 180,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.5M | 1.25% | 37,274 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $3.4M | 1.22% | 50,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $3.4M | 1.22% | 5,800 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $2.7M | 0.98% | 9,000 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $2.5M | 0.90% | 50,790 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $2.5M | 0.88% | 52,317 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.8M | 0.65% | 10,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $1.3M | 0.48% | 10,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $1.2M | 0.43% | 12,500 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $868,257 | 0.31% | 18,100 | 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.