Maytus Capital Management as of Dec. 31, 2021
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 50 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 4.7 | $20M | 32k | 649.11 | |
| Palo Alto Networks (PANW) | 4.7 | $20M | 37k | 556.77 | |
| Microsoft Corporation (MSFT) | 4.7 | $20M | 60k | 336.32 | |
| Mastercard Incorporated Cl A (MA) | 4.6 | $20M | 55k | 359.33 | |
| Datadog Cl A Com (DDOG) | 4.5 | $20M | 110k | 178.11 | |
| Mongodb Cl A (MDB) | 4.3 | $19M | 35k | 529.34 | |
| Intuit (INTU) | 3.7 | $16M | 25k | 643.24 | |
| Varonis Sys (VRNS) | 3.7 | $16M | 325k | 48.78 | |
| Paycom Software (PAYC) | 3.4 | $15M | 35k | 415.20 | |
| Elastic N V Ord Shs (ESTC) | 3.3 | $14M | 115k | 123.09 | |
| Meta Platforms Cl A (META) | 3.2 | $14M | 42k | 336.36 | |
| stock | 3.1 | $13M | 115k | 115.72 | |
| Twilio Cl A (TWLO) | 3.0 | $13M | 50k | 263.34 | |
| Micron Technology (MU) | 2.6 | $11M | 120k | 93.15 | |
| Cognizant Technology Solutio Cl A (CTSH) | 2.6 | $11M | 125k | 88.72 | |
| Snowflake Cl A (SNOW) | 2.4 | $10M | 30k | 338.77 | |
| Hubspot (HUBS) | 2.3 | $9.9M | 15k | 659.13 | |
| Coupa Software | 2.2 | $9.5M | 60k | 158.05 | |
| Xpeng Ads (XPEV) | 2.0 | $8.6M | 170k | 50.33 | |
| Juniper Networks (JNPR) | 1.9 | $8.3M | 232k | 35.71 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $7.4M | 33k | 227.78 | |
| Nokia Corp Sponsored Adr (NOK) | 1.6 | $6.9M | 1.1M | 6.22 | |
| NVIDIA Corporation (NVDA) | 1.6 | $6.8M | 23k | 294.13 | |
| Uber Technologies (UBER) | 1.6 | $6.7M | 160k | 41.93 | |
| Match Group (MTCH) | 1.5 | $6.6M | 50k | 132.26 | |
| Marvell Technology (MRVL) | 1.5 | $6.6M | 75k | 87.49 | |
| Microchip Technology (MCHP) | 1.5 | $6.5M | 75k | 87.07 | |
| Qorvo (QRVO) | 1.4 | $6.3M | 40k | 156.40 | |
| Sentinelone Cl A (S) | 1.4 | $6.1M | 120k | 50.49 | |
| Netflix (NFLX) | 1.4 | $6.0M | 10k | 602.40 | |
| Applied Materials (AMAT) | 1.3 | $5.5M | 35k | 157.37 | |
| The Trade Desk Com Cl A (TTD) | 1.3 | $5.5M | 60k | 91.63 | |
| ON Semiconductor (ON) | 1.3 | $5.4M | 80k | 67.92 | |
| Booking Holdings (BKNG) | 1.2 | $5.3M | 2.2k | 2399.09 | |
| TDCX Ads (TDCX) | 1.2 | $5.2M | 274k | 19.15 | |
| Zillow Group Cl C Cap Stk (Z) | 1.2 | $5.1M | 80k | 63.85 | |
| Zynga Cl A | 1.2 | $5.1M | 790k | 6.40 | |
| Coinbase Global Com Cl A (COIN) | 1.2 | $5.0M | 20k | 252.35 | |
| Wix SHS (WIX) | 1.1 | $4.7M | 30k | 157.80 | |
| Synchrony Financial (SYF) | 1.0 | $4.4M | 95k | 46.39 | |
| Ironsource Cl A Ord Shs | 0.9 | $3.7M | 480k | 7.74 | |
| Kla Corp Com New (KLAC) | 0.8 | $3.7M | 8.5k | 430.12 | |
| Roku Com Cl A (ROKU) | 0.8 | $3.4M | 15k | 228.20 | |
| Paypal Holdings (PYPL) | 0.8 | $3.4M | 18k | 188.56 | |
| Nio Spon Ads (NIO) | 0.7 | $2.9M | 90k | 31.68 | |
| Etsy (ETSY) | 0.6 | $2.6M | 12k | 218.92 | |
| Jd.com Spon Adr Cl A (JD) | 0.4 | $1.9M | 28k | 70.07 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $1.7M | 85k | 20.12 | |
| Western Digital (WDC) | 0.4 | $1.6M | 25k | 65.20 | |
| Snap Cl A (SNAP) | 0.3 | $1.2M | 25k | 47.04 |
