Maytus Capital Management as of March 31, 2025
Portfolio Holdings for Maytus Capital Management
Maytus Capital Management holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 6.9 | $22M | 41k | 548.12 | |
| Lam Research Corp Com New (LRCX) | 4.4 | $14M | 197k | 72.70 | |
| Meta Platforms Cl A (META) | 3.7 | $12M | 21k | 576.36 | |
| Nxp Semiconductors N V (NXPI) | 3.6 | $12M | 62k | 190.06 | |
| Analog Devices (ADI) | 3.5 | $12M | 57k | 201.67 | |
| Kla Corp Com New (KLAC) | 3.5 | $12M | 17k | 679.80 | |
| Zillow Group Cl C Cap Stk (Z) | 2.9 | $9.4M | 137k | 68.56 | |
| Sandisk Corp (SNDK) | 2.8 | $9.2M | 194k | 47.61 | |
| Cisco Systems (CSCO) | 2.8 | $9.1M | 147k | 61.71 | |
| Sap Se Spon Adr (SAP) | 2.8 | $9.0M | 34k | 268.44 | |
| Micron Technology (MU) | 2.7 | $8.7M | 100k | 86.89 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $8.3M | 63k | 132.23 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.5 | $8.2M | 36k | 227.92 | |
| Netflix (NFLX) | 2.5 | $8.2M | 8.8k | 932.53 | |
| Cloudflare Cl A Com (NET) | 2.4 | $7.9M | 70k | 112.69 | |
| Intel Corporation (INTC) | 2.3 | $7.5M | 330k | 22.71 | |
| Intuit (INTU) | 2.0 | $6.6M | 11k | 613.99 | |
| Sea Sponsord Ads (SE) | 2.0 | $6.4M | 49k | 130.49 | |
| Fiserv (FI) | 1.8 | $5.9M | 27k | 220.83 | |
| Fortinet (FTNT) | 1.7 | $5.5M | 58k | 96.26 | |
| Monday SHS (MNDY) | 1.7 | $5.4M | 22k | 243.16 | |
| Lumentum Hldgs (LITE) | 1.6 | $5.2M | 84k | 62.34 | |
| NVIDIA Corporation (NVDA) | 1.6 | $5.1M | 47k | 108.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $5.0M | 16k | 312.04 | |
| Snowflake Cl A (SNOW) | 1.5 | $4.9M | 33k | 146.16 | |
| Western Digital (WDC) | 1.5 | $4.9M | 120k | 40.43 | |
| Applovin Corp Com Cl A (APP) | 1.5 | $4.8M | 18k | 264.97 | |
| Duolingo Cl A Com (DUOL) | 1.4 | $4.7M | 15k | 310.54 | |
| Okta Cl A (OKTA) | 1.4 | $4.5M | 43k | 105.22 | |
| Amazon (AMZN) | 1.4 | $4.5M | 24k | 190.26 | |
| Cyberark Software SHS (CYBR) | 1.4 | $4.4M | 13k | 338.00 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.4 | $4.4M | 201k | 21.96 | |
| Baidu Spon Adr Rep A (BIDU) | 1.3 | $4.3M | 47k | 92.03 | |
| Walt Disney Company (DIS) | 1.3 | $4.1M | 42k | 98.70 | |
| Paychex (PAYX) | 1.2 | $4.0M | 26k | 154.28 | |
| Juniper Networks (JNPR) | 1.2 | $3.9M | 108k | 36.19 | |
| Broadcom (AVGO) | 1.2 | $3.9M | 23k | 167.43 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.7M | 36k | 102.74 | |
| Flutter Entmt SHS (FLUT) | 1.1 | $3.6M | 16k | 221.55 | |
| Maplebear (CART) | 1.1 | $3.6M | 90k | 39.89 | |
| Paypal Holdings (PYPL) | 1.1 | $3.6M | 55k | 65.25 | |
| Palo Alto Networks (PANW) | 1.1 | $3.4M | 20k | 170.64 | |
| Atlassian Corporation Cl A (TEAM) | 1.0 | $3.4M | 16k | 212.21 | |
| Take-Two Interactive Software (TTWO) | 1.0 | $3.2M | 15k | 207.25 | |
| Skyworks Solutions (SWKS) | 1.0 | $3.2M | 49k | 64.63 | |
| Celestica (CLS) | 1.0 | $3.2M | 40k | 78.81 | |
| Arista Networks Com Shs (ANET) | 0.9 | $3.1M | 40k | 77.48 | |
| Ceridian Hcm Hldg (DAY) | 0.9 | $3.0M | 51k | 58.33 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.8 | $2.8M | 23k | 118.35 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $2.5M | 61k | 41.62 | |
| salesforce (CRM) | 0.8 | $2.5M | 9.4k | 268.36 | |
| Trip Com Group Ads (TCOM) | 0.7 | $2.3M | 36k | 63.58 | |
| Sentinelone Cl A (S) | 0.6 | $2.1M | 116k | 18.18 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $1.5M | 25k | 58.29 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.4 | $1.3M | 40k | 31.35 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.0M | 12k | 84.40 | |
| Globalfoundries Ordinary Shares (GFS) | 0.3 | $849k | 23k | 36.91 |
