Mondrian Capital Management

Latest statistics and disclosures from Maytus Capital Management's latest quarterly 13F-HR filing:

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Positions held by Mondrian Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Maytus Capital Management

Companies in the Maytus Capital Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oracle Corporation (ORCL) 7.9 $32M NEW 385k 82.73
Mongodb Cl A (MDB) 6.9 $28M +78% 63k 443.58
Paycom Software (PAYC) 6.9 $28M +128% 80k 346.38
Palo Alto Networks (PANW) 6.2 $25M +9% 40k 622.50
Datadog Cl A Com (DDOG) 5.6 $23M +36% 150k 151.47
Hubspot (HUBS) 4.7 $19M +166% 40k 474.95
Adobe Systems Incorporated (ADBE) 3.9 $16M NEW 35k 455.63
Coupa Software (COUP) 3.8 $15M +150% 150k 101.63
Varonis Sys (VRNS) 3.5 $14M -7% 300k 47.54
Crowdstrike Hldgs Cl A (CRWD) 3.1 $13M NEW 55k 227.07
Intuit (INTU) 2.4 $9.6M -20% 20k 480.85
Airbnb Com Cl A (ABNB) 2.3 $9.4M NEW 55k 171.76
Automatic Data Processing (ADP) 2.3 $9.1M NEW 40k 227.55
Unity Software (U) 2.0 $7.9M NEW 80k 99.21

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Alphabet Cap Stk Cl A (GOOGL) 1.9 $7.8M NEW 2.8k 2781.43
Bentley Sys Com Cl B (BSY) 1.9 $7.7M NEW 175k 44.18
Kla Corp Com New (KLAC) 1.8 $7.3M +135% 20k 366.05
Mastercard Incorporated Cl A (MA) 1.8 $7.1M -63% 20k 357.40
Applied Materials (AMAT) 1.8 $7.1M +54% 54k 131.80
The Trade Desk Com Cl A (TTD) 1.6 $6.6M +58% 95k 69.25
Cadence Design Systems (CDNS) 1.6 $6.6M NEW 40k 164.45
Alibaba Group Hldg Sponsored Ads (BABA) 1.5 $6.1M NEW 56k 108.80
Uber Technologies (UBER) 1.4 $5.7M 160k 35.68
Juniper Networks (JNPR) 1.4 $5.6M -34% 152k 37.16
Match Group (MTCH) 1.3 $5.4M 50k 108.74
Advanced Micro Devices (AMD) 1.3 $5.2M NEW 48k 109.33
Booking Holdings (BKNG) 1.3 $5.2M 2.2k 2348.64
Micron Technology (MU) 1.3 $5.1M -45% 65k 77.89
Etsy (ETSY) 1.2 $4.8M +225% 39k 124.28
Nokia Corp Sponsored Adr (NOK) 1.1 $4.6M -23% 850k 5.46
Paypal Holdings (PYPL) 1.1 $4.6M +122% 40k 115.65
Broadcom (AVGO) 1.1 $4.4M NEW 7.0k 629.71
Snap Cl A (SNAP) 1.1 $4.3M +380% 120k 35.99
Doordash Cl A (DASH) 1.0 $4.1M NEW 35k 117.20
Hewlett Packard Enterprise (HPE) 1.0 $3.8M NEW 230k 16.71
Nxp Semiconductors N V (NXPI) 0.9 $3.7M -38% 20k 185.10
Zynga Cl A (ZNGA) 0.8 $3.2M -55% 350k 9.24
Pinduoduo Sponsored Ads (PDD) 0.8 $3.2M NEW 80k 40.11
Applovin Corp Com Cl A (APP) 0.8 $3.2M NEW 58k 55.07
Arista Networks (ANET) 0.7 $2.8M NEW 21k 138.98
Solaredge Technologies (SEDG) 0.7 $2.7M NEW 8.5k 322.35
Wright Express (WEX) 0.7 $2.7M NEW 15k 178.47
Analog Devices (ADI) 0.6 $2.5M NEW 15k 165.20
Visa Com Cl A (V) 0.6 $2.4M NEW 11k 221.73
Pinterest Cl A (PINS) 0.5 $2.2M NEW 90k 24.61
Globalfoundries Ordinary Shares (GFS) 0.5 $2.2M NEW 35k 62.43
ON Semiconductor (ON) 0.5 $1.9M -62% 30k 62.60
Apple (AAPL) 0.4 $1.7M NEW 10k 174.60
Take-Two Interactive Software (TTWO) 0.4 $1.5M NEW 10k 153.70
Wix SHS (WIX) 0.3 $1.0M -66% 10k 104.50

Past Filings by Maytus Capital Management

SEC 13F filings are viewable for Maytus Capital Management going back to 2018