Maytus Capital Management as of March 31, 2022
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 50 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 7.9 | $32M | 385k | 82.73 | |
| Mongodb Cl A (MDB) | 6.9 | $28M | 63k | 443.58 | |
| Paycom Software (PAYC) | 6.9 | $28M | 80k | 346.38 | |
| Palo Alto Networks (PANW) | 6.2 | $25M | 40k | 622.50 | |
| Datadog Cl A Com (DDOG) | 5.6 | $23M | 150k | 151.47 | |
| Hubspot (HUBS) | 4.7 | $19M | 40k | 474.95 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $16M | 35k | 455.63 | |
| Coupa Software | 3.8 | $15M | 150k | 101.63 | |
| Varonis Sys (VRNS) | 3.5 | $14M | 300k | 47.54 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.1 | $13M | 55k | 227.07 | |
| Intuit (INTU) | 2.4 | $9.6M | 20k | 480.85 | |
| Airbnb Com Cl A (ABNB) | 2.3 | $9.4M | 55k | 171.76 | |
| Automatic Data Processing (ADP) | 2.3 | $9.1M | 40k | 227.55 | |
| Unity Software (U) | 2.0 | $7.9M | 80k | 99.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $7.8M | 2.8k | 2781.43 | |
| Bentley Sys Com Cl B (BSY) | 1.9 | $7.7M | 175k | 44.18 | |
| Kla Corp Com New (KLAC) | 1.8 | $7.3M | 20k | 366.05 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $7.1M | 20k | 357.40 | |
| Applied Materials (AMAT) | 1.8 | $7.1M | 54k | 131.80 | |
| The Trade Desk Com Cl A (TTD) | 1.6 | $6.6M | 95k | 69.25 | |
| Cadence Design Systems (CDNS) | 1.6 | $6.6M | 40k | 164.45 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $6.1M | 56k | 108.80 | |
| Uber Technologies (UBER) | 1.4 | $5.7M | 160k | 35.68 | |
| Juniper Networks (JNPR) | 1.4 | $5.6M | 152k | 37.16 | |
| Match Group (MTCH) | 1.3 | $5.4M | 50k | 108.74 | |
| Advanced Micro Devices (AMD) | 1.3 | $5.2M | 48k | 109.33 | |
| Booking Holdings (BKNG) | 1.3 | $5.2M | 2.2k | 2348.64 | |
| Micron Technology (MU) | 1.3 | $5.1M | 65k | 77.89 | |
| Etsy (ETSY) | 1.2 | $4.8M | 39k | 124.28 | |
| Nokia Corp Sponsored Adr (NOK) | 1.1 | $4.6M | 850k | 5.46 | |
| Paypal Holdings (PYPL) | 1.1 | $4.6M | 40k | 115.65 | |
| Broadcom (AVGO) | 1.1 | $4.4M | 7.0k | 629.71 | |
| Snap Cl A (SNAP) | 1.1 | $4.3M | 120k | 35.99 | |
| Doordash Cl A (DASH) | 1.0 | $4.1M | 35k | 117.20 | |
| Hewlett Packard Enterprise (HPE) | 1.0 | $3.8M | 230k | 16.71 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $3.7M | 20k | 185.10 | |
| Zynga Cl A | 0.8 | $3.2M | 350k | 9.24 | |
| Pinduoduo Sponsored Ads (PDD) | 0.8 | $3.2M | 80k | 40.11 | |
| Applovin Corp Com Cl A (APP) | 0.8 | $3.2M | 58k | 55.07 | |
| Arista Networks (ANET) | 0.7 | $2.8M | 21k | 138.98 | |
| Solaredge Technologies (SEDG) | 0.7 | $2.7M | 8.5k | 322.35 | |
| Wright Express (WEX) | 0.7 | $2.7M | 15k | 178.47 | |
| Analog Devices (ADI) | 0.6 | $2.5M | 15k | 165.20 | |
| Visa Com Cl A (V) | 0.6 | $2.4M | 11k | 221.73 | |
| Pinterest Cl A (PINS) | 0.5 | $2.2M | 90k | 24.61 | |
| Globalfoundries Ordinary Shares (GFS) | 0.5 | $2.2M | 35k | 62.43 | |
| ON Semiconductor (ON) | 0.5 | $1.9M | 30k | 62.60 | |
| Apple (AAPL) | 0.4 | $1.7M | 10k | 174.60 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $1.5M | 10k | 153.70 | |
| Wix SHS (WIX) | 0.3 | $1.0M | 10k | 104.50 |
