Maytus Capital Management as of Sept. 30, 2024
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Meta Platforms Cl A (META) | 5.4 | $15M | 27k | 572.44 | |
Servicenow (NOW) | 5.2 | $15M | 17k | 894.39 | |
Paypal Holdings (PYPL) | 3.8 | $11M | 140k | 78.03 | |
Applied Materials (AMAT) | 3.7 | $11M | 52k | 202.05 | |
Spotify Technology S A SHS (SPOT) | 3.6 | $10M | 28k | 368.53 | |
Advanced Micro Devices (AMD) | 3.5 | $10M | 62k | 164.08 | |
Sap Se Spon Adr (SAP) | 3.4 | $9.7M | 43k | 229.10 | |
Arista Networks (ANET) | 3.4 | $9.6M | 25k | 383.82 | |
Zillow Group Cl C Cap Stk (Z) | 3.4 | $9.6M | 150k | 63.85 | |
Nxp Semiconductors N V (NXPI) | 3.0 | $8.4M | 35k | 240.01 | |
Texas Instruments Incorporated (TXN) | 2.9 | $8.3M | 40k | 206.57 | |
Expedia Group Com New (EXPE) | 2.7 | $7.8M | 53k | 148.02 | |
ON Semiconductor (ON) | 2.7 | $7.6M | 105k | 72.61 | |
Take-Two Interactive Software (TTWO) | 2.5 | $7.0M | 46k | 153.71 | |
Intel Corporation (INTC) | 2.4 | $6.9M | 293k | 23.46 | |
Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $6.5M | 23k | 280.47 | |
Fortinet (FTNT) | 2.2 | $6.4M | 83k | 77.55 | |
Atlassian Corporation Cl A (TEAM) | 2.2 | $6.4M | 40k | 158.81 | |
Datadog Cl A Com (DDOG) | 2.2 | $6.3M | 55k | 115.06 | |
NVIDIA Corporation (NVDA) | 2.1 | $6.1M | 50k | 121.44 | |
Mongodb Cl A (MDB) | 2.0 | $5.7M | 21k | 270.35 | |
Dell Technologies CL C (DELL) | 2.0 | $5.6M | 47k | 118.54 | |
Cisco Systems (CSCO) | 1.9 | $5.3M | 100k | 53.22 | |
Maplebear (CART) | 1.8 | $5.1M | 125k | 40.74 | |
Trip Com Group Ads (TCOM) | 1.8 | $5.1M | 85k | 59.43 | |
Pinterest Cl A (PINS) | 1.7 | $4.9M | 150k | 32.37 | |
Cloudflare Cl A Com (NET) | 1.7 | $4.9M | 60k | 80.89 | |
Visa Com Cl A (V) | 1.6 | $4.7M | 17k | 274.95 | |
Reddit Cl A (RDDT) | 1.6 | $4.6M | 70k | 65.92 | |
Global Payments (GPN) | 1.5 | $4.3M | 42k | 102.42 | |
Hubspot (HUBS) | 1.3 | $3.7M | 7.0k | 531.60 | |
Jd.com Spon Ads Cl A (JD) | 1.3 | $3.6M | 90k | 40.00 | |
Sentinelone Cl A (S) | 1.3 | $3.6M | 150k | 23.92 | |
Draftkings Com Cl A (DKNG) | 1.2 | $3.5M | 90k | 39.20 | |
Globalfoundries Ordinary Shares (GFS) | 1.2 | $3.4M | 85k | 40.25 | |
Oracle Corporation (ORCL) | 1.2 | $3.4M | 20k | 170.40 | |
Wayfair Cl A (W) | 1.2 | $3.4M | 60k | 56.18 | |
Cognizant Technology Solutio Cl A (CTSH) | 1.2 | $3.3M | 43k | 77.18 | |
Dynatrace Com New (DT) | 1.1 | $3.2M | 60k | 53.47 | |
Okta Cl A (OKTA) | 1.1 | $3.1M | 42k | 74.34 | |
Micron Technology (MU) | 1.1 | $3.1M | 30k | 103.71 | |
Hewlett Packard Enterprise (HPE) | 1.0 | $2.8M | 135k | 20.46 | |
Autodesk (ADSK) | 1.0 | $2.8M | 10k | 275.48 | |
Corning Incorporated (GLW) | 1.0 | $2.7M | 60k | 45.15 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.4M | 14k | 173.67 | |
Baidu Spon Adr Rep A (BIDU) | 0.8 | $2.3M | 22k | 105.29 | |
Toast Cl A (TOST) | 0.6 | $1.7M | 60k | 28.31 | |
Unity Software (U) | 0.5 | $1.5M | 65k | 22.62 | |
MercadoLibre (MELI) | 0.5 | $1.3M | 650.00 | 2051.96 | |
Ciena Corp Com New (CIEN) | 0.4 | $1.2M | 20k | 61.59 |