Maytus Capital Management as of June 30, 2022
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 45 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crowdstrike Hldgs Cl A (CRWD) | 5.3 | $19M | 115k | 168.56 | |
| Oracle Corporation (ORCL) | 4.8 | $18M | 250k | 69.87 | |
| Palo Alto Networks (PANW) | 4.5 | $17M | 34k | 493.94 | |
| Servicenow (NOW) | 4.2 | $16M | 33k | 475.51 | |
| Paycom Software (PAYC) | 4.2 | $15M | 55k | 280.13 | |
| Intuit (INTU) | 4.0 | $15M | 38k | 385.44 | |
| Fortinet (FTNT) | 3.9 | $14M | 250k | 56.58 | |
| Amazon (AMZN) | 3.8 | $14M | 130k | 106.21 | |
| Atlassian Corp Cl A | 3.7 | $14M | 73k | 187.41 | |
| Zoominfo Technologies Common Stock (ZI) | 3.7 | $13M | 400k | 33.24 | |
| Mongodb Cl A (MDB) | 3.6 | $13M | 50k | 259.50 | |
| Meta Platforms Cl A (META) | 3.3 | $12M | 75k | 161.25 | |
| Advanced Micro Devices (AMD) | 3.3 | $12M | 155k | 76.47 | |
| Take-Two Interactive Software (TTWO) | 2.9 | $10M | 85k | 122.53 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.8 | $10M | 90k | 113.68 | |
| The Trade Desk Com Cl A (TTD) | 2.8 | $10M | 240k | 41.89 | |
| Hubspot (HUBS) | 2.7 | $9.8M | 33k | 300.65 | |
| Kla Corp Com New (KLAC) | 2.6 | $9.6M | 30k | 319.07 | |
| ON Semiconductor (ON) | 2.6 | $9.6M | 190k | 50.31 | |
| Datadog Cl A Com (DDOG) | 2.6 | $9.5M | 100k | 95.24 | |
| Broadcom (AVGO) | 2.4 | $8.7M | 18k | 485.83 | |
| Booking Holdings (BKNG) | 1.8 | $6.6M | 3.8k | 1748.95 | |
| Qorvo (QRVO) | 1.7 | $6.4M | 68k | 94.33 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $6.3M | 20k | 315.50 | |
| Wright Express (WEX) | 1.7 | $6.2M | 40k | 155.55 | |
| Automatic Data Processing (ADP) | 1.6 | $5.8M | 28k | 210.04 | |
| Cadence Design Systems (CDNS) | 1.5 | $5.6M | 38k | 150.03 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $5.0M | 33k | 153.66 | |
| Juniper Networks (JNPR) | 1.4 | $5.0M | 175k | 28.50 | |
| Visa Com Cl A (V) | 1.4 | $4.9M | 25k | 196.88 | |
| Nokia Corp Sponsored Adr (NOK) | 1.3 | $4.9M | 1.1M | 4.61 | |
| Dell Technologies CL C (DELL) | 1.3 | $4.6M | 100k | 46.21 | |
| Solaredge Technologies (SEDG) | 1.2 | $4.5M | 17k | 273.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $3.9M | 14k | 277.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $3.8M | 10k | 377.30 | |
| Marvell Technology (MRVL) | 0.9 | $3.3M | 75k | 43.53 | |
| Zoom Video Communications In Cl A (ZM) | 0.9 | $3.2M | 30k | 107.97 | |
| Bentley Sys Com Cl B (BSY) | 0.7 | $2.7M | 80k | 33.30 | |
| Pinduoduo Sponsored Ads (PDD) | 0.7 | $2.7M | 43k | 61.79 | |
| Cisco Systems (CSCO) | 0.7 | $2.6M | 60k | 42.63 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $1.8M | 20k | 89.10 | |
| Iqiyi Sponsored Ads (IQ) | 0.5 | $1.7M | 400k | 4.20 | |
| Match Group (MTCH) | 0.4 | $1.6M | 23k | 69.69 | |
| Varonis Sys (VRNS) | 0.4 | $1.5M | 50k | 29.32 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $1.3M | 100k | 13.26 |
