Maytus Capital Management as of March 31, 2024
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $15M | 17k | 903.56 | |
| Meta Platforms Cl A (META) | 6.4 | $15M | 31k | 485.58 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $15M | 31k | 481.57 | |
| Lam Research Corporation (LRCX) | 5.4 | $13M | 13k | 971.57 | |
| Analog Devices (ADI) | 5.2 | $12M | 63k | 197.79 | |
| Microsoft Corporation (MSFT) | 5.0 | $12M | 28k | 420.72 | |
| Western Digital (WDC) | 3.3 | $7.8M | 115k | 68.24 | |
| Apple (AAPL) | 3.3 | $7.7M | 45k | 171.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $7.6M | 51k | 150.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.9 | $6.8M | 7.0k | 970.47 | |
| Block Cl A (SQ) | 2.4 | $5.7M | 68k | 84.58 | |
| salesforce (CRM) | 2.3 | $5.4M | 18k | 301.18 | |
| Broadcom (AVGO) | 2.2 | $5.3M | 4.0k | 1325.41 | |
| Spotify Technology S A SHS (SPOT) | 2.2 | $5.3M | 20k | 263.90 | |
| Cloudflare Cl A Com (NET) | 2.2 | $5.2M | 54k | 96.83 | |
| MercadoLibre (MELI) | 2.2 | $5.1M | 3.4k | 1511.96 | |
| Maplebear (CART) | 2.1 | $5.0M | 135k | 37.29 | |
| Snowflake Cl A (SNOW) | 2.1 | $5.0M | 31k | 161.60 | |
| Trip Com Group Ads (TCOM) | 2.0 | $4.8M | 110k | 43.89 | |
| Synopsys (SNPS) | 1.9 | $4.6M | 8.0k | 571.50 | |
| Paypal Holdings (PYPL) | 1.9 | $4.6M | 68k | 66.99 | |
| Nxp Semiconductors N V (NXPI) | 1.8 | $4.3M | 18k | 247.77 | |
| Ceridian Hcm Hldg (DAY) | 1.8 | $4.3M | 65k | 66.21 | |
| Doordash Cl A (DASH) | 1.8 | $4.1M | 30k | 137.72 | |
| Datadog Cl A Com (DDOG) | 1.7 | $4.0M | 33k | 123.60 | |
| Dell Technologies CL C (DELL) | 1.6 | $3.9M | 34k | 114.11 | |
| Walt Disney Company (DIS) | 1.6 | $3.7M | 30k | 122.36 | |
| Fortinet (FTNT) | 1.4 | $3.4M | 50k | 68.31 | |
| Zillow Group Cl C Cap Stk (Z) | 1.4 | $3.4M | 70k | 48.78 | |
| Take-Two Interactive Software (TTWO) | 1.3 | $3.0M | 21k | 148.49 | |
| Servicenow (NOW) | 1.1 | $2.7M | 3.5k | 762.40 | |
| Micron Technology (MU) | 1.0 | $2.5M | 21k | 117.89 | |
| Palo Alto Networks (PANW) | 1.0 | $2.3M | 8.0k | 284.13 | |
| Cyberark Software SHS (CYBR) | 1.0 | $2.3M | 8.5k | 265.63 | |
| Baidu Spon Adr Rep A (BIDU) | 0.9 | $2.1M | 20k | 105.28 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.9 | $2.1M | 18k | 116.25 | |
| Elastic N V Ord Shs (ESTC) | 0.8 | $2.0M | 20k | 100.24 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.8 | $2.0M | 60k | 33.02 | |
| Jabil Circuit (JBL) | 0.8 | $1.9M | 14k | 133.95 | |
| Pinterest Cl A (PINS) | 0.7 | $1.7M | 50k | 34.67 | |
| Onto Innovation (ONTO) | 0.7 | $1.6M | 9.0k | 181.08 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.6M | 9.0k | 180.49 | |
| Expedia Group Com New (EXPE) | 0.6 | $1.4M | 10k | 137.75 | |
| Roku Com Cl A (ROKU) | 0.6 | $1.3M | 20k | 65.17 | |
| Hubspot (HUBS) | 0.5 | $1.3M | 2.0k | 626.56 | |
| Sentinelone Cl A (S) | 0.5 | $1.2M | 50k | 23.31 | |
| Jd.com Spon Adr Cl A (JD) | 0.5 | $1.1M | 40k | 27.39 | |
| Varonis Sys (VRNS) | 0.4 | $943k | 20k | 47.17 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $874k | 38k | 23.01 | |
| Unity Software (U) | 0.3 | $801k | 30k | 26.70 |
