Maytus Capital Management as of March 31, 2023
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.1 | $13M | 59k | 211.94 | |
| NVIDIA Corporation (NVDA) | 5.6 | $8.7M | 32k | 277.77 | |
| Nxp Semiconductors N V (NXPI) | 4.2 | $6.5M | 35k | 186.47 | |
| Visa Com Cl A (V) | 4.1 | $6.3M | 28k | 225.46 | |
| Applied Materials (AMAT) | 4.0 | $6.1M | 50k | 122.83 | |
| Intel Corporation (INTC) | 3.9 | $6.0M | 185k | 32.67 | |
| Servicenow (NOW) | 3.7 | $5.8M | 13k | 464.72 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.8M | 20k | 288.30 | |
| Texas Instruments Incorporated (TXN) | 3.6 | $5.6M | 30k | 186.01 | |
| Mongodb Cl A (MDB) | 3.2 | $4.9M | 21k | 233.12 | |
| Cloudflare Cl A Com (NET) | 3.1 | $4.8M | 78k | 61.66 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $4.7M | 35k | 133.62 | |
| Uber Technologies (UBER) | 2.9 | $4.4M | 140k | 31.70 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $4.3M | 32k | 137.26 | |
| Pinterest Cl A (PINS) | 2.6 | $4.1M | 150k | 27.27 | |
| Netflix (NFLX) | 2.6 | $4.0M | 12k | 345.48 | |
| Sap Se Spon Adr (SAP) | 2.5 | $3.9M | 31k | 126.55 | |
| Broadcom (AVGO) | 2.5 | $3.8M | 6.0k | 641.54 | |
| Skyworks Solutions (SWKS) | 2.5 | $3.8M | 33k | 117.98 | |
| Palo Alto Networks (PANW) | 2.3 | $3.6M | 18k | 199.74 | |
| Hp (HPQ) | 2.3 | $3.5M | 120k | 29.35 | |
| Hubspot (HUBS) | 2.2 | $3.4M | 8.0k | 428.75 | |
| Okta Cl A (OKTA) | 2.1 | $3.3M | 38k | 86.24 | |
| Shopify Cl A (SHOP) | 2.1 | $3.2M | 68k | 47.94 | |
| Ceridian Hcm Hldg (DAY) | 2.0 | $3.0M | 42k | 73.22 | |
| ON Semiconductor (ON) | 1.9 | $3.0M | 36k | 82.32 | |
| Workday Cl A (WDAY) | 1.9 | $2.9M | 14k | 206.54 | |
| MercadoLibre (MELI) | 1.5 | $2.4M | 1.8k | 1318.06 | |
| Autodesk (ADSK) | 1.3 | $2.1M | 10k | 208.16 | |
| Juniper Networks (JNPR) | 1.3 | $2.1M | 60k | 34.42 | |
| Automatic Data Processing (ADP) | 1.3 | $2.0M | 9.0k | 222.63 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.2 | $1.9M | 35k | 53.49 | |
| Gitlab Class A Com (GTLB) | 1.2 | $1.8M | 53k | 34.29 | |
| Paypal Holdings (PYPL) | 1.1 | $1.8M | 24k | 75.94 | |
| Baidu Spon Adr Rep A (BIDU) | 1.0 | $1.6M | 11k | 150.92 | |
| Take-Two Interactive Software (TTWO) | 0.9 | $1.4M | 12k | 119.30 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $1.4M | 11k | 124.40 | |
| Trip Com Group Ads (TCOM) | 0.7 | $1.1M | 30k | 37.67 | |
| Tesla Motors (TSLA) | 0.6 | $996k | 4.8k | 207.46 | |
| Global Payments (GPN) | 0.5 | $737k | 7.0k | 105.24 | |
| Hewlett Packard Enterprise (HPE) | 0.5 | $717k | 45k | 15.93 | |
| Varonis Sys (VRNS) | 0.3 | $520k | 20k | 26.01 | |
| Cadence Design Systems (CDNS) | 0.3 | $420k | 2.0k | 210.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $208k | 2.0k | 103.73 |
