Maytus Capital Management as of Sept. 30, 2021
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 45 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 5.9 | $17M | 285k | 60.85 | |
| Twilio Cl A (TWLO) | 5.6 | $16M | 51k | 319.06 | |
| Intuit (INTU) | 5.5 | $16M | 30k | 539.50 | |
| salesforce (CRM) | 4.0 | $12M | 43k | 271.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $10M | 3.8k | 2673.46 | |
| Facebook Cl A (META) | 3.5 | $10M | 30k | 339.40 | |
| Mcafee Corp Com Cl A | 3.4 | $9.9M | 450k | 22.11 | |
| Hubspot (HUBS) | 3.1 | $9.1M | 14k | 676.07 | |
| Microsoft Corporation (MSFT) | 2.9 | $8.5M | 30k | 281.93 | |
| Palo Alto Networks (PANW) | 2.9 | $8.4M | 18k | 479.03 | |
| Zynga Cl A | 2.6 | $7.6M | 1.0M | 7.53 | |
| Analog Devices (ADI) | 2.6 | $7.5M | 45k | 167.49 | |
| ON Semiconductor (ON) | 2.5 | $7.3M | 160k | 45.77 | |
| Paycom Software (PAYC) | 2.5 | $7.2M | 15k | 495.72 | |
| Mongodb Cl A (MDB) | 2.4 | $7.1M | 15k | 471.53 | |
| Jd.com Spon Adr Cl A (JD) | 2.2 | $6.5M | 90k | 72.24 | |
| Applied Materials (AMAT) | 2.2 | $6.4M | 50k | 128.74 | |
| Global Payments (GPN) | 2.2 | $6.4M | 41k | 157.57 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $6.4M | 19k | 347.68 | |
| Uber Technologies (UBER) | 2.1 | $6.3M | 140k | 44.80 | |
| Bentley Sys Com Cl B (BSY) | 2.1 | $6.2M | 102k | 60.64 | |
| Match Group (MTCH) | 1.9 | $5.5M | 35k | 157.00 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $5.3M | 60k | 88.13 | |
| Sea Sponsord Ads (SE) | 1.8 | $5.3M | 17k | 318.73 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $5.2M | 7.0k | 745.14 | |
| Dell Technologies CL C (DELL) | 1.8 | $5.2M | 50k | 104.04 | |
| Square Cl A (SQ) | 1.8 | $5.2M | 22k | 239.86 | |
| Kla Corp Com New (KLAC) | 1.7 | $5.0M | 15k | 334.53 | |
| Nokia Corp Sponsored Adr (NOK) | 1.7 | $5.0M | 919k | 5.45 | |
| Bumble Com Cl A (BMBL) | 1.7 | $5.0M | 100k | 49.98 | |
| Booking Holdings (BKNG) | 1.7 | $4.8M | 2.0k | 2373.65 | |
| Ericsson Adr B Sek 10 (ERIC) | 1.6 | $4.6M | 408k | 11.20 | |
| Fiserv (FI) | 1.5 | $4.4M | 41k | 108.49 | |
| Activision Blizzard | 1.5 | $4.3M | 55k | 77.38 | |
| Qorvo (QRVO) | 1.4 | $4.2M | 25k | 167.20 | |
| Pinduoduo Sponsored Ads (PDD) | 1.4 | $4.1M | 45k | 90.67 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $4.0M | 7.0k | 575.71 | |
| Zoom Video Communications In Cl A (ZM) | 1.3 | $3.9M | 15k | 261.53 | |
| Cisco Systems (CSCO) | 1.3 | $3.8M | 70k | 54.43 | |
| Xpeng Ads (XPEV) | 1.2 | $3.4M | 97k | 35.54 | |
| Nio Spon Ads (NIO) | 1.1 | $3.1M | 87k | 35.63 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $3.0M | 18k | 167.78 | |
| Synchrony Financial (SYF) | 1.0 | $2.9M | 60k | 48.88 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $1.5M | 10k | 154.10 | |
| Ironsource Cl A Ord Shs | 0.2 | $544k | 50k | 10.88 |
