Maytus Capital Management as of June 30, 2023
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 46 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 6.2 | $13M | 53k | 237.48 | |
| Meta Platforms Cl A (META) | 5.3 | $11M | 37k | 286.98 | |
| NVIDIA Corporation (NVDA) | 5.2 | $11M | 25k | 423.02 | |
| Amazon (AMZN) | 4.7 | $9.5M | 73k | 130.36 | |
| Microsoft Corporation (MSFT) | 4.4 | $8.9M | 26k | 340.54 | |
| Apple (AAPL) | 4.3 | $8.7M | 45k | 193.97 | |
| Hewlett Packard Enterprise (HPE) | 4.1 | $8.4M | 500k | 16.80 | |
| ON Semiconductor (ON) | 3.9 | $7.9M | 84k | 94.58 | |
| Analog Devices (ADI) | 3.6 | $7.3M | 38k | 194.81 | |
| Servicenow (NOW) | 3.3 | $6.7M | 12k | 561.97 | |
| Mongodb Cl A (MDB) | 3.2 | $6.6M | 16k | 410.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.0 | $6.2M | 8.5k | 724.75 | |
| Qualcomm (QCOM) | 2.4 | $4.9M | 41k | 119.04 | |
| Zscaler Incorporated (ZS) | 2.3 | $4.7M | 32k | 146.30 | |
| Datadog Cl A Com (DDOG) | 2.3 | $4.7M | 48k | 98.38 | |
| Match Group (MTCH) | 2.2 | $4.4M | 105k | 41.85 | |
| Juniper Networks (JNPR) | 2.2 | $4.4M | 140k | 31.33 | |
| Marvell Technology (MRVL) | 2.1 | $4.2M | 70k | 59.78 | |
| Cadence Design Systems (CDNS) | 2.0 | $4.0M | 17k | 234.52 | |
| Fiserv (FI) | 2.0 | $4.0M | 32k | 126.15 | |
| Ceridian Hcm Hldg (DAY) | 1.9 | $3.9M | 58k | 66.97 | |
| Palo Alto Networks (PANW) | 1.9 | $3.8M | 15k | 255.51 | |
| Lam Research Corporation | 1.7 | $3.5M | 5.5k | 642.86 | |
| Netflix (NFLX) | 1.7 | $3.5M | 8.0k | 440.49 | |
| Shopify Cl A (SHOP) | 1.7 | $3.5M | 54k | 64.60 | |
| Uber Technologies (UBER) | 1.7 | $3.5M | 80k | 43.17 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $3.4M | 7.0k | 488.99 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $3.3M | 40k | 83.35 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.6 | $3.2M | 46k | 69.14 | |
| Metropcs Communications (TMUS) | 1.5 | $3.1M | 23k | 138.90 | |
| Intuit (INTU) | 1.5 | $3.1M | 6.8k | 458.19 | |
| Cloudflare Cl A Com (NET) | 1.4 | $2.8M | 43k | 65.37 | |
| Pinterest Cl A (PINS) | 1.3 | $2.7M | 100k | 27.34 | |
| Hubspot (HUBS) | 1.3 | $2.7M | 5.0k | 532.09 | |
| Zoominfo Technologies Common Stock (ZI) | 1.3 | $2.5M | 100k | 25.39 | |
| Fidelity National Information Services (FIS) | 1.1 | $2.3M | 43k | 54.70 | |
| Take-Two Interactive Software (TTWO) | 1.1 | $2.2M | 15k | 147.16 | |
| Block Cl A (SQ) | 1.0 | $2.0M | 30k | 66.57 | |
| Micron Technology (MU) | 0.9 | $1.8M | 29k | 63.11 | |
| Wix SHS (WIX) | 0.8 | $1.6M | 20k | 78.24 | |
| Okta Cl A (OKTA) | 0.6 | $1.2M | 18k | 69.35 | |
| Paramount Global Class B Com (PARA) | 0.5 | $1.1M | 70k | 15.91 | |
| Varonis Sys (VRNS) | 0.5 | $1.1M | 40k | 26.65 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $901k | 35k | 25.73 | |
| Broadcom (AVGO) | 0.3 | $694k | 800.00 | 867.43 | |
| Etsy (ETSY) | 0.2 | $381k | 4.5k | 84.61 |
