Maytus Capital Management as of Dec. 31, 2022
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 39 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.3 | $7.4M | 51k | 146.14 | |
| Meta Platforms Cl A (META) | 6.5 | $5.8M | 48k | 120.34 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $5.6M | 16k | 347.73 | |
| Kla Corp Com New (KLAC) | 4.9 | $4.3M | 12k | 377.03 | |
| Applied Materials (AMAT) | 4.7 | $4.1M | 43k | 97.38 | |
| Broadcom (AVGO) | 4.4 | $3.9M | 7.0k | 559.13 | |
| Netflix (NFLX) | 4.3 | $3.8M | 13k | 294.88 | |
| Fidelity National Information Services (FIS) | 4.2 | $3.7M | 55k | 67.85 | |
| Juniper Networks (JNPR) | 3.6 | $3.2M | 100k | 31.96 | |
| Servicenow (NOW) | 3.3 | $2.9M | 7.5k | 388.27 | |
| Okta Cl A (OKTA) | 2.9 | $2.6M | 38k | 68.33 | |
| salesforce (CRM) | 2.8 | $2.5M | 19k | 132.59 | |
| ON Semiconductor (ON) | 2.8 | $2.5M | 40k | 62.37 | |
| Cadence Design Systems (CDNS) | 2.6 | $2.3M | 15k | 160.64 | |
| Amphenol Corp Cl A (APH) | 2.6 | $2.3M | 30k | 76.14 | |
| MercadoLibre (MELI) | 2.5 | $2.2M | 2.7k | 846.24 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $2.2M | 6.5k | 336.53 | |
| Snowflake Cl A (SNOW) | 2.3 | $2.0M | 14k | 143.54 | |
| Pinterest Cl A (PINS) | 2.3 | $2.0M | 83k | 24.28 | |
| Booking Holdings (BKNG) | 2.0 | $1.8M | 900.00 | 2015.28 | |
| Cloudflare Cl A Com (NET) | 1.9 | $1.7M | 37k | 45.21 | |
| Analog Devices (ADI) | 1.9 | $1.6M | 10k | 164.03 | |
| Jd.com Spon Adr Cl A (JD) | 1.8 | $1.6M | 28k | 56.13 | |
| Oracle Corporation (ORCL) | 1.7 | $1.5M | 18k | 81.74 | |
| Gitlab Class A Com (GTLB) | 1.5 | $1.4M | 30k | 45.44 | |
| Qualcomm (QCOM) | 1.5 | $1.3M | 12k | 109.94 | |
| Paypal Holdings (PYPL) | 1.4 | $1.3M | 18k | 71.22 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.4 | $1.3M | 10k | 126.16 | |
| Take-Two Interactive Software (TTWO) | 1.4 | $1.2M | 12k | 104.13 | |
| Paycom Software (PAYC) | 1.4 | $1.2M | 4.0k | 310.31 | |
| Netease Sponsored Ads (NTES) | 1.4 | $1.2M | 17k | 72.63 | |
| Workday Cl A (WDAY) | 1.1 | $1.0M | 6.0k | 167.33 | |
| Uber Technologies (UBER) | 1.1 | $989k | 40k | 24.73 | |
| Varonis Sys (VRNS) | 1.1 | $958k | 40k | 23.94 | |
| Zscaler Incorporated (ZS) | 0.9 | $839k | 7.5k | 111.90 | |
| Match Group (MTCH) | 0.9 | $830k | 20k | 41.49 | |
| Pinduoduo Sponsored Ads (PDD) | 0.9 | $816k | 10k | 81.55 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.6 | $522k | 15k | 34.82 | |
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $127k | 18k | 7.05 |
