Q1 2025 · 13F-HR
Maytus Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001158
$325.0M
Reported value
57
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 57636Q104 | MA | MASTERCARD INCORPORATED | $22.4M | 6.91% | 40,955 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $14.3M | 4.41% | 197,102 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $11.9M | 3.67% | 20,702 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $11.8M | 3.64% | 62,315 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $11.5M | 3.55% | 57,168 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $11.5M | 3.53% | 16,862 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $9.4M | 2.88% | 136,581 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $9.2M | 2.84% | 193,600 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $9.1M | 2.79% | 146,963 | Common | SOLE |
| 803054204 | SAP | SAP SE | $9.0M | 2.78% | 33,629 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $8.7M | 2.67% | 100,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $8.3M | 2.55% | 62,574 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $8.2M | 2.52% | 35,993 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $8.2M | 2.52% | 8,779 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $7.9M | 2.43% | 70,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $7.5M | 2.31% | 330,000 | Common | SOLE |
| 461202103 | INTU | INTUIT | $6.6M | 2.03% | 10,722 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $6.4M | 1.98% | 49,426 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $5.9M | 1.80% | 26,548 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $5.5M | 1.70% | 57,500 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $5.4M | 1.68% | 22,400 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $5.2M | 1.60% | 83,512 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.1M | 1.56% | 46,778 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $5.0M | 1.55% | 16,100 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $4.9M | 1.49% | 33,240 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $4.9M | 1.49% | 120,027 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $4.8M | 1.47% | 18,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $4.7M | 1.44% | 15,027 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $4.5M | 1.39% | 43,024 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.5M | 1.39% | 23,677 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $4.4M | 1.36% | 13,067 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $4.4M | 1.36% | 200,684 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $4.3M | 1.33% | 47,081 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $4.1M | 1.27% | 41,730 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $4.0M | 1.24% | 26,117 | Common | SOLE |
| 48203R104 | JNP | JUNIPER NETWORKS INC | $3.9M | 1.20% | 108,109 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.9M | 1.18% | 23,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.7M | 1.12% | 35,551 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $3.6M | 1.12% | 16,409 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $3.6M | 1.11% | 90,350 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $3.6M | 1.11% | 55,097 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $3.4M | 1.05% | 20,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $3.4M | 1.04% | 15,891 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.2M | 0.98% | 15,379 | Common | SOLE |
| 83088M102 | SWKS | SKYWORKS SOLUTIONS INC | $3.2M | 0.98% | 49,051 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $3.2M | 0.97% | 40,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $3.1M | 0.95% | 39,774 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $3.0M | 0.91% | 50,765 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $2.8M | 0.85% | 23,334 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $2.5M | 0.78% | 60,704 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.5M | 0.77% | 9,371 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $2.3M | 0.70% | 35,989 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $2.1M | 0.65% | 116,106 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $1.5M | 0.45% | 25,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $1.3M | 0.39% | 40,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.0M | 0.31% | 12,000 | Common | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $848,930 | 0.26% | 23,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.