Maytus Capital Management as of June 30, 2021
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 45 positions in its portfolio as reported in 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 | 253k | 57.62 | |
| Analog Devices (ADI) | 4.5 | $14M | 83k | 172.16 | |
| salesforce (CRM) | 4.3 | $13M | 55k | 244.27 | |
| Paycom Software (PAYC) | 4.2 | $13M | 37k | 363.48 | |
| Intuit (INTU) | 3.9 | $12M | 25k | 490.16 | |
| Twilio Cl A (TWLO) | 3.9 | $12M | 31k | 394.16 | |
| Hubspot (HUBS) | 3.8 | $12M | 21k | 582.73 | |
| Take-Two Interactive Software (TTWO) | 3.6 | $11M | 64k | 177.02 | |
| Facebook Cl A (META) | 3.5 | $11M | 32k | 347.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $9.8M | 4.0k | 2441.75 | |
| Microsoft Corporation (MSFT) | 3.0 | $9.5M | 35k | 270.91 | |
| Qualcomm (QCOM) | 2.7 | $8.6M | 60k | 142.93 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $8.4M | 23k | 365.09 | |
| Mongodb Cl A (MDB) | 2.6 | $8.3M | 23k | 361.52 | |
| Marvell Technology (MRVL) | 2.6 | $8.2M | 140k | 58.33 | |
| Applied Materials (AMAT) | 2.5 | $7.8M | 55k | 142.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $7.4M | 33k | 226.77 | |
| Elastic N V Ord Shs (ESTC) | 2.3 | $7.3M | 50k | 145.76 | |
| Kla Corp Com New (KLAC) | 2.3 | $7.1M | 22k | 324.23 | |
| Qorvo (QRVO) | 2.2 | $7.0M | 36k | 195.64 | |
| Paypal Holdings (PYPL) | 2.2 | $7.0M | 24k | 291.50 | |
| Sea Sponsord Ads (SE) | 2.1 | $6.6M | 24k | 274.58 | |
| Bentley Sys Com Cl B (BSY) | 2.0 | $6.2M | 95k | 64.78 | |
| Microchip Technology (MCHP) | 1.9 | $6.0M | 40k | 149.75 | |
| Zillow Group Cl C Cap Stk (Z) | 1.9 | $6.0M | 49k | 122.22 | |
| Wright Express (WEX) | 1.9 | $5.8M | 30k | 193.90 | |
| Advanced Micro Devices (AMD) | 1.8 | $5.6M | 60k | 93.93 | |
| Juniper Networks (JNPR) | 1.7 | $5.5M | 200k | 27.35 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 1.7 | $5.3M | 265k | 20.08 | |
| Citrix Systems | 1.7 | $5.3M | 45k | 117.27 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $4.8M | 60k | 79.82 | |
| Cisco Systems (CSCO) | 1.5 | $4.8M | 90k | 53.00 | |
| Nokia Corp Sponsored Adr (NOK) | 1.4 | $4.5M | 850k | 5.32 | |
| Fiserv (FI) | 1.4 | $4.3M | 40k | 106.90 | |
| Western Digital (WDC) | 1.4 | $4.3M | 60k | 71.17 | |
| Micron Technology (MU) | 1.4 | $4.2M | 50k | 84.98 | |
| Booking Holdings (BKNG) | 1.3 | $3.9M | 1.8k | 2188.33 | |
| Oracle Corporation (ORCL) | 1.2 | $3.9M | 50k | 77.84 | |
| Pinterest Cl A (PINS) | 1.2 | $3.9M | 49k | 78.96 | |
| Wayfair Cl A (W) | 1.2 | $3.6M | 12k | 315.74 | |
| Baidu Spon Adr Rep A (BIDU) | 1.0 | $3.3M | 16k | 203.88 | |
| Docusign (DOCU) | 0.9 | $2.8M | 10k | 279.60 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.4M | 2.0k | 691.00 | |
| Sentinelone Cl A (S) | 0.3 | $850k | 20k | 42.50 | |
| Didi Global Sponsored Ads (DIDIY) | 0.1 | $424k | 30k | 14.13 |
