Maytus Capital Management as of Dec. 31, 2024
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.7 | $17M | 75k | 219.39 | |
| Lam Research Corp Com New (LRCX) | 5.0 | $14M | 200k | 72.23 | |
| Microsoft Corporation (MSFT) | 4.8 | $14M | 33k | 421.50 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $14M | 26k | 526.57 | |
| Analog Devices (ADI) | 4.5 | $13M | 60k | 212.46 | |
| Snowflake Cl A (SNOW) | 4.2 | $12M | 78k | 154.41 | |
| Cisco Systems (CSCO) | 3.5 | $10M | 170k | 59.20 | |
| salesforce (CRM) | 3.4 | $9.7M | 29k | 334.33 | |
| Block Cl A (XYZ) | 2.8 | $8.1M | 95k | 84.99 | |
| Global Payments (GPN) | 2.6 | $7.6M | 68k | 112.06 | |
| Cloudflare Cl A Com (NET) | 2.6 | $7.5M | 70k | 107.68 | |
| International Business Machines (IBM) | 2.5 | $7.3M | 33k | 219.83 | |
| Baidu Spon Adr Rep A (BIDU) | 2.4 | $6.7M | 80k | 84.31 | |
| Take-Two Interactive Software (TTWO) | 2.3 | $6.7M | 36k | 184.08 | |
| Servicenow (NOW) | 2.2 | $6.4M | 6.0k | 1060.12 | |
| Maplebear (CART) | 2.2 | $6.3M | 152k | 41.42 | |
| Walt Disney Company (DIS) | 2.1 | $6.1M | 55k | 111.35 | |
| Zillow Group Cl C Cap Stk (Z) | 2.1 | $5.9M | 80k | 74.05 | |
| Meta Platforms Cl A (META) | 2.0 | $5.9M | 10k | 585.51 | |
| Skyworks Solutions (SWKS) | 2.0 | $5.8M | 65k | 88.68 | |
| Jd.com Spon Ads Cl A (JD) | 2.0 | $5.7M | 165k | 34.67 | |
| NVIDIA Corporation (NVDA) | 2.0 | $5.7M | 43k | 134.29 | |
| Fortinet (FTNT) | 2.0 | $5.7M | 60k | 94.48 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $5.6M | 17k | 342.16 | |
| Globalfoundries Ordinary Shares (GFS) | 1.9 | $5.5M | 128k | 42.91 | |
| Trip Com Group Ads (TCOM) | 1.8 | $5.2M | 76k | 68.66 | |
| Arm Holdings Sponsored Ads (ARM) | 1.7 | $5.0M | 41k | 123.36 | |
| Cadence Design Systems (CDNS) | 1.7 | $5.0M | 17k | 300.46 | |
| Atlassian Corporation Cl A (TEAM) | 1.7 | $4.9M | 20k | 243.38 | |
| Hewlett Packard Enterprise (HPE) | 1.6 | $4.5M | 210k | 21.35 | |
| Wix SHS (WIX) | 1.5 | $4.3M | 20k | 214.55 | |
| Expedia Group Com New (EXPE) | 1.5 | $4.2M | 23k | 186.33 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.4 | $4.1M | 22k | 186.70 | |
| Western Digital (WDC) | 1.4 | $3.9M | 65k | 59.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $3.4M | 15k | 220.96 | |
| Okta Cl A (OKTA) | 1.0 | $3.0M | 38k | 78.80 | |
| Flutter Entmt SHS (FLUT) | 1.0 | $3.0M | 12k | 258.45 | |
| Paychex (PAYX) | 1.0 | $2.8M | 20k | 140.22 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $2.8M | 8.5k | 323.83 | |
| Ceridian Hcm Hldg (DAY) | 0.9 | $2.7M | 37k | 72.64 | |
| Lumentum Hldgs (LITE) | 0.9 | $2.5M | 30k | 83.95 | |
| Tesla Motors (TSLA) | 0.8 | $2.4M | 6.0k | 403.84 | |
| Coinbase Global Com Cl A (COIN) | 0.8 | $2.2M | 9.0k | 248.30 | |
| Intel Corporation (INTC) | 0.7 | $2.0M | 100k | 20.05 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $1.9M | 10k | 187.51 | |
| Fiserv (FI) | 0.6 | $1.8M | 9.0k | 205.42 | |
| Ingram Micro Hldg Corp (INGM) | 0.5 | $1.6M | 80k | 19.39 | |
| Pinterest Cl A (PINS) | 0.5 | $1.5M | 50k | 29.00 | |
| Synopsys (SNPS) | 0.2 | $485k | 1.0k | 485.36 |
