Maytus Capital Management as of June 30, 2024
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 47 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 5.8 | $16M | 32k | 504.22 | |
| Lam Research Corporation | 4.3 | $12M | 11k | 1064.85 | |
| Broadcom (AVGO) | 3.7 | $10M | 6.5k | 1605.53 | |
| Nxp Semiconductors N V (NXPI) | 3.7 | $10M | 39k | 269.09 | |
| Visa Com Cl A (V) | 3.6 | $10M | 38k | 262.47 | |
| Cloudflare Cl A Com (NET) | 3.5 | $9.7M | 118k | 82.83 | |
| Applied Materials (AMAT) | 3.0 | $8.5M | 36k | 235.99 | |
| Servicenow (NOW) | 3.0 | $8.4M | 11k | 786.67 | |
| Advanced Micro Devices (AMD) | 3.0 | $8.3M | 51k | 162.21 | |
| Analog Devices (ADI) | 2.8 | $7.9M | 35k | 228.26 | |
| Uber Technologies (UBER) | 2.7 | $7.5M | 103k | 72.68 | |
| Intuit (INTU) | 2.6 | $7.3M | 11k | 657.21 | |
| Western Digital (WDC) | 2.6 | $7.2M | 95k | 75.77 | |
| Zillow Group Cl C Cap Stk (Z) | 2.6 | $7.2M | 155k | 46.39 | |
| salesforce (CRM) | 2.5 | $6.9M | 27k | 257.10 | |
| Expedia Group Com New (EXPE) | 2.5 | $6.9M | 55k | 125.99 | |
| Block Cl A (SQ) | 2.4 | $6.8M | 105k | 64.49 | |
| The Trade Desk Com Cl A (TTD) | 2.4 | $6.6M | 68k | 97.67 | |
| Sap Se Spon Adr (SAP) | 2.3 | $6.5M | 32k | 201.71 | |
| Datadog Cl A Com (DDOG) | 2.3 | $6.5M | 50k | 129.69 | |
| Zscaler Incorporated (ZS) | 2.3 | $6.4M | 34k | 192.19 | |
| Synopsys (SNPS) | 2.2 | $6.1M | 10k | 595.06 | |
| Qorvo (QRVO) | 2.0 | $5.7M | 49k | 116.04 | |
| Spotify Technology S A SHS (SPOT) | 2.0 | $5.6M | 18k | 313.79 | |
| Hewlett Packard Enterprise (HPE) | 2.0 | $5.5M | 260k | 21.17 | |
| Airbnb Com Cl A (ABNB) | 1.9 | $5.4M | 36k | 151.63 | |
| Apple (AAPL) | 1.9 | $5.3M | 25k | 210.62 | |
| Arista Networks (ANET) | 1.9 | $5.3M | 15k | 350.48 | |
| Palo Alto Networks (PANW) | 1.9 | $5.3M | 16k | 339.01 | |
| Dell Technologies CL C (DELL) | 1.9 | $5.2M | 38k | 137.91 | |
| Jd.com Spon Ads Cl A (JD) | 1.7 | $4.7M | 181k | 25.84 | |
| NVIDIA Corporation (NVDA) | 1.7 | $4.6M | 38k | 123.54 | |
| Mongodb Cl A (MDB) | 1.5 | $4.2M | 17k | 249.96 | |
| Netflix (NFLX) | 1.5 | $4.1M | 6.0k | 674.88 | |
| Globalfoundries Ordinary Shares (GFS) | 1.4 | $4.0M | 80k | 50.56 | |
| Cyberark Software SHS (CYBR) | 1.4 | $3.9M | 14k | 273.42 | |
| Sentinelone Cl A (S) | 1.4 | $3.8M | 180k | 21.05 | |
| Okta Cl A (OKTA) | 1.2 | $3.5M | 37k | 93.61 | |
| ON Semiconductor (ON) | 1.2 | $3.4M | 50k | 68.55 | |
| Hubspot (HUBS) | 1.2 | $3.4M | 5.8k | 589.79 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $2.7M | 9.0k | 303.41 | |
| Ceridian Hcm Hldg (DAY) | 0.9 | $2.5M | 51k | 49.60 | |
| Trip Com Group Ads (TCOM) | 0.9 | $2.5M | 52k | 47.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.8M | 10k | 182.15 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.5 | $1.3M | 10k | 132.95 | |
| Global Payments (GPN) | 0.4 | $1.2M | 13k | 96.70 | |
| Varonis Sys (VRNS) | 0.3 | $868k | 18k | 47.97 |
