Mondrian Capital Management

Maytus Capital Management as of Sept. 30, 2025

Portfolio Holdings for Maytus Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A (MA) 5.9 $27M 48k 568.81
Ishares Tr Russell 2000 Etf (IWM) 5.6 $26M 107k 241.96
Western Digital (WDC) 5.0 $23M 194k 120.06
Microsoft Corporation (MSFT) 4.1 $19M 37k 517.95
Ishares Msci Sth Kor Etf (EWY) 3.5 $16M 201k 80.10
Alibaba Group Hldg Sponsored Ads (BABA) 2.9 $14M 76k 178.73
Microchip Technology (MCHP) 2.8 $13M 204k 64.22
Apple (AAPL) 2.8 $13M 51k 254.63
At&t (T) 2.7 $13M 450k 28.24
Servicenow (NOW) 2.4 $11M 12k 920.28
Palo Alto Networks (PANW) 2.3 $11M 52k 203.62
Asml Holding N V N Y Registry Shs (ASML) 2.2 $11M 11k 968.09
Hewlett Packard Enterprise (HPE) 2.2 $10M 424k 24.56
Micron Technology (MU) 2.2 $10M 62k 167.32
Lumentum Hldgs (LITE) 2.1 $9.8M 60k 162.71
Wix SHS (WIX) 1.9 $9.0M 51k 177.63
ON Semiconductor (ON) 1.9 $8.8M 178k 49.31
Verizon Communications (VZ) 1.9 $8.7M 198k 43.95
Lam Research Corp Com New (LRCX) 1.8 $8.6M 64k 133.90
NVIDIA Corporation (NVDA) 1.8 $8.4M 45k 186.58
Zscaler Incorporated (ZS) 1.8 $8.4M 28k 299.66
Corning Incorporated (GLW) 1.7 $7.7M 94k 82.03
Block Cl A (XYZ) 1.6 $7.4M 103k 72.27
Snowflake Com Shs (SNOW) 1.6 $7.3M 32k 225.55
Broadcom (AVGO) 1.5 $7.1M 22k 329.91
Spotify Technology S A SHS (SPOT) 1.5 $7.0M 10k 698.00
Roblox Corp Cl A (RBLX) 1.5 $6.8M 49k 138.52
Globalfoundries Ordinary Shares (GFS) 1.5 $6.8M 190k 35.84
Flutter Entmt SHS (FLUT) 1.4 $6.6M 26k 254.00
Alphabet Cap Stk Cl A (GOOGL) 1.4 $6.6M 27k 243.10
Autodesk (ADSK) 1.4 $6.5M 20k 317.67
Booking Holdings (BKNG) 1.4 $6.5M 1.2k 5399.27
Qorvo (QRVO) 1.3 $5.8M 64k 91.08
Shopify Cl A Sub Vtg Shs (SHOP) 1.2 $5.8M 39k 148.61
Celestica (CLS) 1.2 $5.7M 23k 246.38
Check Point Software Tech Lt Ord (CHKP) 1.2 $5.6M 27k 206.91
Global Payments (GPN) 1.2 $5.5M 66k 83.08
Coinbase Global Com Cl A (COIN) 1.1 $5.3M 16k 337.49
Affirm Hldgs Com Cl A (AFRM) 1.1 $5.2M 71k 73.08
Workday Cl A (WDAY) 1.1 $5.2M 22k 240.73
Fidelity National Information Services (FIS) 1.1 $4.9M 75k 65.94
Flex Ord (FLEX) 1.0 $4.9M 84k 57.97
Datadog Cl A Com (DDOG) 1.0 $4.8M 34k 142.40
Automatic Data Processing (ADP) 0.9 $4.3M 15k 293.50
Trip Com Group Ads (TCOM) 0.9 $4.2M 56k 75.20
Cadence Design Systems (CDNS) 0.9 $4.2M 12k 351.26
Doordash Cl A (DASH) 0.8 $3.5M 13k 271.99
International Business Machines (IBM) 0.8 $3.5M 12k 282.16
Super Micro Computer Com New (SMCI) 0.7 $3.4M 70k 47.94
Warner Music Group Corp Com Cl A (WMG) 0.6 $2.9M 84k 34.06
Sentinelone Cl A (S) 0.6 $2.9M 162k 17.61
Applied Materials (AMAT) 0.6 $2.7M 13k 204.74
Baidu Spon Adr Rep A (BIDU) 0.6 $2.7M 20k 131.77
Oracle Corporation (ORCL) 0.5 $2.4M 8.5k 281.24
Pdd Holdings Sponsored Ads (PDD) 0.5 $2.4M 18k 132.17
Synopsys (SNPS) 0.5 $2.4M 4.8k 493.39
Netskope Cl A 0.5 $2.3M 103k 22.73
Hubspot (HUBS) 0.5 $2.1M 4.5k 467.80
Zillow Group Cl C Cap Stk (Z) 0.4 $1.9M 25k 77.05
Meta Platforms Cl A (META) 0.3 $1.6M 2.2k 734.38
Tesla Motors (TSLA) 0.3 $1.3M 3.0k 444.72
Paylocity Holding Corporation (PCTY) 0.3 $1.3M 8.0k 159.27
Mongodb Cl A (MDB) 0.1 $435k 1.4k 310.38
Coreweave Com Cl A (CRWV) 0.1 $342k 2.5k 136.85
Intuit (INTU) 0.1 $342k 500.00 682.91