Maytus Capital Management as of March 31, 2021
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 39 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.9 | $18M | 75k | 235.77 | |
| Baidu Spon Adr Rep A (BIDU) | 5.8 | $17M | 80k | 217.55 | |
| Varonis Sys (VRNS) | 5.4 | $16M | 315k | 51.34 | |
| Facebook Cl A (META) | 5.2 | $16M | 53k | 294.53 | |
| Twilio Cl A (TWLO) | 4.7 | $14M | 42k | 340.77 | |
| Paycom Software (PAYC) | 4.5 | $14M | 37k | 370.05 | |
| Servicenow (NOW) | 4.3 | $13M | 26k | 500.12 | |
| Kla Corp Com New (KLAC) | 4.2 | $13M | 38k | 330.39 | |
| Cisco Systems (CSCO) | 3.8 | $11M | 220k | 51.71 | |
| Applied Materials (AMAT) | 3.7 | $11M | 83k | 133.60 | |
| Global Payments (GPN) | 3.4 | $10M | 50k | 201.58 | |
| Cadence Design Systems (CDNS) | 3.1 | $9.3M | 68k | 136.99 | |
| Coupa Software | 3.0 | $8.9M | 35k | 254.49 | |
| ON Semiconductor (ON) | 2.9 | $8.7M | 210k | 41.61 | |
| Marvell Technology Group Ord | 2.8 | $8.3M | 170k | 48.98 | |
| Palo Alto Networks (PANW) | 2.7 | $8.1M | 25k | 322.08 | |
| Hubspot (HUBS) | 2.7 | $7.9M | 18k | 454.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $7.7M | 3.8k | 2062.40 | |
| Workday Cl A (WDAY) | 2.3 | $7.0M | 28k | 248.43 | |
| Intuit (INTU) | 2.2 | $6.5M | 17k | 383.06 | |
| Bentley Sys Com Cl B (BSY) | 2.1 | $6.3M | 135k | 46.93 | |
| Nxp Semiconductors N V (NXPI) | 2.0 | $6.0M | 30k | 201.33 | |
| Apple (AAPL) | 2.0 | $5.9M | 48k | 122.15 | |
| Intel Corporation (INTC) | 1.8 | $5.4M | 85k | 64.00 | |
| 1.4 | $4.3M | 68k | 63.63 | ||
| Advanced Micro Devices (AMD) | 1.4 | $4.3M | 55k | 78.51 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $4.3M | 12k | 356.08 | |
| Zillow Group Cl C Cap Stk (Z) | 1.4 | $4.1M | 32k | 129.62 | |
| Tencent Music Entmt Group Spon Ads (TME) | 1.4 | $4.1M | 200k | 20.49 | |
| Western Digital (WDC) | 1.3 | $4.0M | 60k | 66.75 | |
| Paychex (PAYX) | 1.3 | $3.9M | 40k | 98.03 | |
| Jd.com Spon Adr Cl A (JD) | 1.3 | $3.8M | 45k | 84.33 | |
| Booking Holdings (BKNG) | 1.2 | $3.7M | 1.6k | 2330.00 | |
| Weibo Corp Sponsored Adr (WB) | 1.2 | $3.5M | 70k | 50.46 | |
| Citrix Systems | 1.2 | $3.5M | 25k | 140.36 | |
| Micron Technology (MU) | 0.9 | $2.6M | 30k | 88.20 | |
| Nokia Corp Sponsored Adr (NOK) | 0.7 | $2.0M | 500k | 3.96 | |
| Square Cl A (SQ) | 0.4 | $1.1M | 5.0k | 227.00 | |
| Qualys (QLYS) | 0.4 | $1.0M | 10k | 104.80 |
