Maytus Capital Management as of Sept. 30, 2023
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 38 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.9 | $16M | 53k | 300.21 | |
| NVIDIA Corporation (NVDA) | 6.7 | $12M | 28k | 434.99 | |
| Microsoft Corporation (MSFT) | 6.4 | $12M | 37k | 315.75 | |
| Intel Corporation (INTC) | 4.6 | $8.2M | 230k | 35.55 | |
| Applied Materials (AMAT) | 4.5 | $8.1M | 59k | 138.45 | |
| The Trade Desk Com Cl A (TTD) | 4.0 | $7.2M | 93k | 78.15 | |
| ON Semiconductor (ON) | 3.8 | $6.8M | 74k | 92.95 | |
| Uber Technologies (UBER) | 3.5 | $6.3M | 138k | 45.99 | |
| Hewlett Packard Enterprise (HPE) | 3.4 | $6.1M | 350k | 17.37 | |
| Zscaler Incorporated (ZS) | 3.3 | $5.9M | 38k | 155.59 | |
| Shopify Cl A (SHOP) | 3.3 | $5.9M | 108k | 54.57 | |
| Advanced Micro Devices (AMD) | 3.1 | $5.5M | 54k | 102.82 | |
| Cloudflare Cl A Com (NET) | 3.0 | $5.4M | 85k | 63.04 | |
| Snowflake Cl A (SNOW) | 2.8 | $5.1M | 34k | 152.77 | |
| Fiserv (FI) | 2.8 | $5.1M | 45k | 112.96 | |
| Lam Research Corporation (LRCX) | 2.8 | $5.0M | 8.0k | 626.77 | |
| Western Digital (WDC) | 2.4 | $4.3M | 95k | 45.63 | |
| Marvell Technology (MRVL) | 2.4 | $4.3M | 80k | 54.13 | |
| Atlassian Corporation Cl A (TEAM) | 2.4 | $4.2M | 21k | 201.51 | |
| Hubspot (HUBS) | 2.1 | $3.7M | 7.5k | 492.50 | |
| Juniper Networks (JNPR) | 2.0 | $3.6M | 130k | 27.79 | |
| Visa Com Cl A (V) | 1.9 | $3.5M | 15k | 230.01 | |
| Cadence Design Systems (CDNS) | 1.9 | $3.4M | 15k | 234.30 | |
| Ceridian Hcm Hldg (DAY) | 1.9 | $3.4M | 50k | 67.85 | |
| Baidu Spon Adr Rep A (BIDU) | 1.9 | $3.4M | 25k | 134.35 | |
| Arista Networks (ANET) | 1.8 | $3.2M | 18k | 183.93 | |
| Intuit (INTU) | 1.7 | $3.1M | 6.0k | 510.94 | |
| Broadcom (AVGO) | 1.4 | $2.5M | 3.0k | 830.58 | |
| Varonis Sys (VRNS) | 1.2 | $2.1M | 70k | 30.54 | |
| Expedia Group Com New (EXPE) | 1.2 | $2.1M | 21k | 103.07 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $2.0M | 4.0k | 509.90 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.0 | $1.9M | 14k | 133.28 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $1.7M | 20k | 86.74 | |
| Sentinelone Cl A (S) | 0.9 | $1.7M | 100k | 16.86 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $1.5M | 5.0k | 307.11 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.8 | $1.5M | 15k | 98.07 | |
| Maplebear (CART) | 0.7 | $1.3M | 45k | 29.69 | |
| Block Cl A (SQ) | 0.5 | $974k | 22k | 44.26 |
