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 June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Varonis Sys (VRNS) 4.6 $15M -19% 253k 57.62
Analog Devices (ADI) 4.5 $14M NEW 83k 172.16
salesforce (CRM) 4.3 $13M NEW 55k 244.27
Paycom Software (PAYC) 4.2 $13M 37k 363.48
Intuit (INTU) 3.9 $12M +47% 25k 490.16
Twilio Cl A (TWLO) 3.9 $12M -25% 31k 394.16
Hubspot (HUBS) 3.8 $12M +17% 21k 582.73
Take-Two Interactive Software (TTWO) 3.6 $11M NEW 64k 177.02
Facebook Cl A (FB) 3.5 $11M -39% 32k 347.72
Alphabet Cap Stk Cl A (GOOGL) 3.1 $9.8M +6% 4.0k 2441.75
Microsoft Corporation (MSFT) 3.0 $9.5M -53% 35k 270.91
Qualcomm (QCOM) 2.7 $8.6M NEW 60k 142.93
Mastercard Incorporated Cl A (MA) 2.7 $8.4M +91% 23k 365.09
Mongodb Cl A (MDB) 2.6 $8.3M NEW 23k 361.52
Marvell Technology (MRVL) 2.6 $8.2M NEW 140k 58.33
Applied Materials (AMAT) 2.5 $7.8M -33% 55k 142.40
Alibaba Group Hldg Sponsored Ads (BABA) 2.3 $7.4M NEW 33k 226.77
Elastic N V Ord Shs (ESTC) 2.3 $7.3M NEW 50k 145.76
Kla Corp Com New (KLAC) 2.3 $7.1M -42% 22k 324.23
Qorvo (QRVO) 2.2 $7.0M NEW 36k 195.64
Paypal Holdings (PYPL) 2.2 $7.0M NEW 24k 291.50
Sea Sponsord Ads (SE) 2.1 $6.6M NEW 24k 274.58
Bentley Sys Com Cl B (BSY) 2.0 $6.2M -29% 95k 64.78
Microchip Technology (MCHP) 1.9 $6.0M NEW 40k 149.75
Zillow Group Cl C Cap Stk (Z) 1.9 $6.0M +53% 49k 122.22
Wright Express (WEX) 1.9 $5.8M NEW 30k 193.90
Advanced Micro Devices (AMD) 1.8 $5.6M +9% 60k 93.93
Juniper Networks (JNPR) 1.7 $5.5M NEW 200k 27.35
Vipshop Holdings Sponsored Ads A (VIPS) 1.7 $5.3M NEW 265k 20.08
Citrix Systems (CTXS) 1.7 $5.3M +80% 45k 117.27
Jd.com Spon Adr Cl A (JD) 1.5 $4.8M +33% 60k 79.82
Cisco Systems (CSCO) 1.5 $4.8M -59% 90k 53.00
Nokia Corp Sponsored Adr (NOK) 1.4 $4.5M +70% 850k 5.32
Fiserv (FISV) 1.4 $4.3M NEW 40k 106.90
Western Digital (WDC) 1.4 $4.3M 60k 71.17
Micron Technology (MU) 1.4 $4.2M +66% 50k 84.98
Booking Holdings (BKNG) 1.3 $3.9M +12% 1.8k 2188.33
Oracle Corporation (ORCL) 1.2 $3.9M NEW 50k 77.84
Pinterest Cl A (PINS) 1.2 $3.9M NEW 49k 78.96
Wayfair Cl A (W) 1.2 $3.6M NEW 12k 315.74
Baidu Spon Adr Rep A (BIDU) 1.0 $3.3M -80% 16k 203.88
Docusign (DOCU) 0.9 $2.8M NEW 10k 279.60
Asml Holding N V N Y Registry Shs (ASML) 0.4 $1.4M NEW 2.0k 691.00
Sentinelone Cl A (S) 0.3 $850k NEW 20k 42.50
Didi Global Sponsored Ads (DIDI) 0.1 $424k NEW 30k 14.13

Past Filings by Maytus Capital Management

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