Q3 2024 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2024-11-14 · accession 0001420506-24-002415
$284.4M
Reported value
50
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $15.3M | 5.39% | 26,800 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $14.8M | 5.19% | 16,500 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $10.9M | 3.84% | 140,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $10.5M | 3.69% | 52,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $10.3M | 3.63% | 28,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.1M | 3.55% | 61,500 | Common | SOLE |
| 803054204 | SAP | SAP SE | $9.7M | 3.42% | 42,500 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $9.6M | 3.37% | 25,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $9.6M | 3.37% | 150,000 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $8.4M | 2.95% | 35,000 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $8.3M | 2.91% | 40,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.8M | 2.73% | 52,500 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $7.6M | 2.68% | 105,000 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $7.0M | 2.46% | 45,500 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $6.9M | 2.42% | 293,000 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $6.5M | 2.27% | 23,000 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $6.4M | 2.25% | 82,500 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $6.4M | 2.23% | 40,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $6.3M | 2.23% | 55,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.1M | 2.14% | 50,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $5.7M | 2.00% | 21,000 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $5.6M | 1.96% | 47,000 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $5.3M | 1.87% | 100,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $5.1M | 1.79% | 125,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $5.1M | 1.78% | 85,000 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $4.9M | 1.71% | 150,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $4.9M | 1.71% | 60,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $4.7M | 1.64% | 17,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $4.6M | 1.62% | 70,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $4.3M | 1.51% | 42,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $3.7M | 1.31% | 7,000 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.6M | 1.27% | 90,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $3.6M | 1.26% | 150,000 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $3.5M | 1.24% | 90,000 | Common | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $3.4M | 1.20% | 85,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $3.4M | 1.20% | 20,000 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $3.4M | 1.19% | 60,000 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.3M | 1.15% | 42,500 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $3.2M | 1.13% | 60,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.1M | 1.10% | 42,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.1M | 1.09% | 30,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $2.8M | 0.97% | 135,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $2.8M | 0.97% | 10,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $2.7M | 0.95% | 60,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.4M | 0.85% | 13,900 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $2.3M | 0.80% | 21,500 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.7M | 0.60% | 60,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $1.5M | 0.52% | 65,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $1.3M | 0.47% | 650 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $1.2M | 0.43% | 20,000 | 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.