Mondrian Capital Management

Maytus Capital Management as of June 30, 2025

Portfolio Holdings for Maytus Capital Management

Maytus Capital Management holds 65 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A (MA) 7.9 $43M 76k 561.94
Microsoft Corporation (MSFT) 5.5 $30M 60k 497.41
NVIDIA Corporation (NVDA) 4.2 $23M 146k 157.99
Meta Platforms Cl A (META) 4.2 $23M 31k 738.09
Broadcom (AVGO) 3.5 $19M 69k 275.65
Kla Corp Com New (KLAC) 3.3 $18M 20k 895.74
Block Cl A (XYZ) 2.9 $16M 235k 67.93
Texas Instruments Incorporated (TXN) 2.8 $15M 73k 207.62
Intuit (INTU) 2.6 $14M 18k 787.63
Amazon (AMZN) 2.4 $13M 61k 219.39
Cyberark Software SHS (CYBR) 2.4 $13M 33k 406.88
Lam Research Corp Com New (LRCX) 2.3 $12M 127k 97.34
Advanced Micro Devices (AMD) 2.2 $12M 86k 141.90
Paypal Holdings (PYPL) 2.1 $12M 157k 74.32
Metropcs Communications (TMUS) 2.1 $12M 49k 238.26
Spotify Technology S A SHS (SPOT) 2.0 $11M 15k 767.34
Lumentum Hldgs (LITE) 2.0 $11M 115k 95.06
Flutter Entmt SHS (FLUT) 1.9 $10M 36k 285.76
Zscaler Incorporated (ZS) 1.9 $10M 32k 313.94
Seagate Technology Hldngs Pl Ord Shs (STX) 1.8 $9.7M 67k 144.33
Trip Com Group Ads (TCOM) 1.8 $9.6M 164k 58.64
Ishares Msci Sth Kor Etf (EWY) 1.7 $9.3M 129k 71.78
Cloudflare Cl A Com (NET) 1.6 $8.9M 46k 195.83
Synopsys (SNPS) 1.6 $8.8M 17k 512.68
Oracle Corporation (ORCL) 1.5 $8.4M 38k 218.63
Ciena Corp Com New (CIEN) 1.5 $8.3M 102k 81.33
Celestica (CLS) 1.5 $8.0M 51k 156.11
Ceridian Hcm Hldg (DAY) 1.4 $7.5M 136k 55.39
Sandisk Corp (SNDK) 1.3 $7.2M 158k 45.35
Western Digital (WDC) 1.3 $7.0M 109k 63.99
Pinterest Cl A (PINS) 1.3 $6.9M 194k 35.86
ON Semiconductor (ON) 1.2 $6.4M 123k 52.41
Monday SHS (MNDY) 1.2 $6.4M 20k 314.48
Snowflake Cl A (SNOW) 1.2 $6.4M 28k 223.77
Verizon Communications (VZ) 1.2 $6.2M 144k 43.27
Sap Se Spon Adr (SAP) 1.1 $6.1M 20k 304.10
Stmicroelectronics N V Ny Registry (STM) 1.1 $5.7M 189k 30.41
Jabil Circuit (JBL) 1.0 $5.5M 25k 218.10
Zillow Group Cl C Cap Stk (Z) 1.0 $5.4M 77k 70.05
Roku Com Cl A (ROKU) 0.9 $4.8M 54k 87.89
Coinbase Global Com Cl A (COIN) 0.9 $4.7M 13k 350.49
Elastic N V Ord Shs (ESTC) 0.9 $4.6M 55k 84.33
Warner Music Group Corp Com Cl A (WMG) 0.8 $4.6M 169k 27.24
Maplebear (CART) 0.8 $4.3M 94k 45.24
Okta Cl A (OKTA) 0.8 $4.2M 42k 99.97
Pdd Holdings Sponsored Ads (PDD) 0.7 $3.6M 35k 104.66
Doordash Cl A (DASH) 0.6 $3.4M 14k 246.51
Applovin Corp Com Cl A (APP) 0.6 $3.4M 9.8k 350.08
Reddit Cl A (RDDT) 0.6 $3.4M 23k 150.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $3.4M 30k 113.41
Wix SHS (WIX) 0.6 $3.4M 21k 158.46
Mongodb Cl A (MDB) 0.6 $3.3M 16k 209.99
Sentinelone Cl A (S) 0.5 $2.9M 159k 18.28
Juniper Networks (JNPR) 0.5 $2.9M 72k 39.93
Servicenow (NOW) 0.5 $2.7M 2.7k 1028.08
Baidu Spon Adr Rep A (BIDU) 0.5 $2.7M 32k 85.76
Hewlett Packard Enterprise (HPE) 0.5 $2.5M 120k 20.45
Robinhood Mkts Com Cl A (HOOD) 0.4 $2.4M 25k 93.63
Cisco Systems (CSCO) 0.4 $2.3M 33k 69.38
Analog Devices (ADI) 0.4 $2.2M 9.1k 238.02
Chime Finl Com Shs Cl A (CHYM) 0.4 $2.1M 60k 34.51
Circle Internet Group Com Cl A (CRCL) 0.3 $1.6M 8.8k 181.29
Paychex (PAYX) 0.2 $1.2M 8.3k 145.46
Voyager Technologies Com Cl A (VOYG) 0.2 $1.1M 28k 39.25
Datadog Cl A Com (DDOG) 0.1 $739k 5.5k 134.33