Q4 2024 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000441
$286.2M
Reported value
49
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $16.5M | 5.75% | 75,000 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $14.4M | 5.05% | 200,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $13.7M | 4.79% | 32,500 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $13.7M | 4.78% | 26,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $12.7M | 4.45% | 60,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $12.0M | 4.18% | 77,500 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $10.1M | 3.52% | 170,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $9.7M | 3.39% | 29,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $8.1M | 2.82% | 95,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $7.6M | 2.65% | 67,632 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $7.5M | 2.63% | 70,000 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $7.3M | 2.53% | 33,000 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $6.7M | 2.36% | 80,000 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.7M | 2.34% | 36,345 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $6.4M | 2.22% | 6,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $6.3M | 2.20% | 151,828 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $6.1M | 2.14% | 55,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $5.9M | 2.07% | 80,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.9M | 2.05% | 10,000 | Common | SOLE |
| 83088M102 | SWKS | SKYWORKS SOLUTIONS INC | $5.8M | 2.01% | 65,000 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $5.7M | 2.00% | 165,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.7M | 1.99% | 42,500 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $5.7M | 1.98% | 60,000 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.6M | 1.97% | 16,500 | Common | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $5.5M | 1.92% | 128,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $5.2M | 1.82% | 76,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $5.0M | 1.75% | 40,500 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $5.0M | 1.73% | 16,499 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $4.9M | 1.70% | 20,000 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $4.5M | 1.57% | 210,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $4.3M | 1.50% | 20,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $4.2M | 1.46% | 22,500 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $4.1M | 1.44% | 22,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $3.9M | 1.35% | 65,000 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $3.4M | 1.18% | 15,327 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.0M | 1.05% | 38,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $3.0M | 1.04% | 11,500 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $2.8M | 0.98% | 20,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $2.8M | 0.96% | 8,500 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $2.7M | 0.94% | 37,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $2.5M | 0.88% | 30,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $2.4M | 0.85% | 6,000 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.2M | 0.78% | 9,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $2.0M | 0.70% | 100,000 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.9M | 0.66% | 10,000 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $1.8M | 0.65% | 9,000 | Common | SOLE |
| 457152106 | INGM | INGRAM MICRO HLDG CORP | $1.6M | 0.54% | 80,000 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $1.4M | 0.51% | 50,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $485,360 | 0.17% | 1,000 | 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.