Mondrian Capital Management

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