Maytus Capital Management as of Sept. 30, 2022
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 6.7 | $7.5M | 120k | 62.33 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $7.1M | 25k | 284.36 | |
| Paycom Software (PAYC) | 5.3 | $5.9M | 18k | 330.00 | |
| Palo Alto Networks (PANW) | 5.3 | $5.9M | 36k | 163.78 | |
| Analog Devices (ADI) | 5.0 | $5.6M | 40k | 139.35 | |
| Workday Cl A (WDAY) | 4.4 | $4.9M | 33k | 152.22 | |
| Uber Technologies (UBER) | 4.2 | $4.8M | 180k | 26.50 | |
| Marvell Technology (MRVL) | 4.0 | $4.5M | 105k | 42.91 | |
| Zoominfo Technologies Common Stock (ZI) | 3.9 | $4.4M | 105k | 41.66 | |
| Snowflake Cl A (SNOW) | 3.8 | $4.2M | 25k | 169.96 | |
| Zscaler Incorporated (ZS) | 3.7 | $4.1M | 25k | 164.36 | |
| Datadog Cl A Com (DDOG) | 3.2 | $3.6M | 40k | 88.78 | |
| Jd.com Spon Adr Cl A (JD) | 3.1 | $3.5M | 70k | 50.30 | |
| Cadence Design Systems (CDNS) | 3.1 | $3.5M | 22k | 163.44 | |
| Pinterest Cl A (PINS) | 3.0 | $3.4M | 145k | 23.30 | |
| Nxp Semiconductors N V (NXPI) | 3.0 | $3.3M | 23k | 147.51 | |
| Amazon (AMZN) | 2.8 | $3.2M | 28k | 113.00 | |
| Juniper Networks (JNPR) | 2.8 | $3.1M | 120k | 26.12 | |
| Paypal Holdings (PYPL) | 2.6 | $2.9M | 34k | 86.06 | |
| Airbnb Com Cl A (ABNB) | 2.5 | $2.8M | 27k | 105.04 | |
| Hubspot (HUBS) | 2.4 | $2.7M | 10k | 270.10 | |
| Gitlab Class A Com (GTLB) | 2.3 | $2.6M | 50k | 51.22 | |
| Arista Networks (ANET) | 2.2 | $2.4M | 22k | 112.88 | |
| Varonis Sys (VRNS) | 2.1 | $2.4M | 90k | 26.52 | |
| Roku Com Cl A (ROKU) | 2.0 | $2.3M | 40k | 56.40 | |
| The Trade Desk Com Cl A (TTD) | 1.9 | $2.1M | 35k | 59.74 | |
| Automatic Data Processing (ADP) | 1.8 | $2.0M | 9.0k | 226.22 | |
| Broadcom (AVGO) | 1.4 | $1.6M | 3.5k | 444.00 | |
| Nokia Corp Sponsored Adr (NOK) | 1.3 | $1.5M | 350k | 4.27 | |
| Match Group (MTCH) | 1.3 | $1.4M | 30k | 47.77 | |
| Okta Cl A (OKTA) | 1.3 | $1.4M | 25k | 56.88 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $1.1M | 55k | 19.49 | |
| Trip Com Group Ads (TCOM) | 0.5 | $546k | 20k | 27.30 |
