Maytus Capital Management, LLC Top Holdings and 13F Report (2025)

About Maytus Capital Management, LLC

Investment Activity

Maytus Capital Management, LLC has $286.17 million in total holdings as of December 31, 2024.
Maytus Capital Management, LLC owns shares of 49 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 65.69% of the portfolio was purchased this quarter.
About 70.54% of the portfolio was sold this quarter.
This quarter, Maytus Capital Management, LLC has purchased 50 new stocks and bought additional shares in 8 stocks.
Maytus Capital Management, LLC sold shares of 14 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Amazon.com: $16,454,250
LAM RESEARCH CORP: $14,446,000
Microsoft: $13,698,750
Mastercard: $13,690,820
Analog Devices: $12,747,600

Largest New Holdings this Quarter

Amazon.com: $16,454,250 Holding
LAM RESEARCH CORP: $14,446,000 Holding
Microsoft: $13,698,750 Holding
Mastercard: $13,690,820 Holding
Analog Devices: $12,747,600 Holding

Largest Purchases this Quarter

Amazon.com: 75,000 shares (about $16.45M)
LAM RESEARCH CORP: 200,000 shares (about $14.45M)
Microsoft: 32,500 shares (about $13.70M)
Mastercard: 26,000 shares (about $13.69M)
Analog Devices: 60,000 shares (about $12.75M)

Largest Sales this Quarter

ServiceNow: 10,500 shares (about $11.13M)
Meta Platforms: 16,800 shares (about $9.84M)
Texas Instruments: 30,000 shares (about $5.63M)
Expedia Group: 30,000 shares (about $5.59M)
Zillow Group: 70,000 shares (about $5.18M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$16,454,250	$16,454,250 ▲	New Holding	75,000	5.7%	Retail/Wholesale
LAM RESEARCH CORP	$14,446,000	$14,446,000 ▲	New Holding	200,000	5.0%	COM NEW
MSFT Microsoft	$13,698,750	$13,698,750 ▲	New Holding	32,500	4.8%	Computer and Technology
MA Mastercard	$13,690,820	$13,690,820 ▲	New Holding	26,000	4.8%	Business Services
ADI Analog Devices	$12,747,600	$12,747,600 ▲	New Holding	60,000	4.5%	Computer and Technology
SNOW Snowflake	$11,966,775	$11,966,775 ▲	New Holding	77,500	4.2%	Computer and Technology
CSCO Cisco Systems	$10,064,000	$4,144,000 ▲	70.0%	170,000	3.5%	Computer and Technology
CRM Salesforce	$9,695,570	$9,695,570 ▲	New Holding	29,000	3.4%	Computer and Technology
BLOCK INC	$8,074,050	$8,074,050 ▲	New Holding	95,000	2.8%	CL A
GPN Global Payments	$7,578,842	$2,872,322 ▲	61.0%	67,632	2.6%	Business Services
NET Cloudflare	$7,537,600	$1,076,800 ▲	16.7%	70,000	2.6%	Computer and Technology
IBM International Business Machines	$7,254,390	$7,254,390 ▲	New Holding	33,000	2.5%	Computer and Technology
BIDU Baidu	$6,744,800	$4,932,135 ▲	272.1%	80,000	2.4%	Computer and Technology
TTWO Take-Two Interactive Software	$6,690,388	$1,685,253 ▼	-20.1%	36,345	2.3%	Consumer Discretionary
NOW ServiceNow	$6,360,720	$11,131,260 ▼	-63.6%	6,000	2.2%	Computer and Technology
MAPLEBEAR INC	$6,288,716	$1,111,216 ▲	21.5%	151,828	2.2%	COM
DIS Walt Disney	$6,124,250	$6,124,250 ▲	New Holding	55,000	2.1%	Consumer Discretionary
Z Zillow Group	$5,924,000	$5,183,500 ▼	-46.7%	80,000	2.1%	Finance
META Meta Platforms	$5,855,100	$9,836,568 ▼	-62.7%	10,000	2.0%	Computer and Technology
SWKS Skyworks Solutions	$5,764,200	$5,764,200 ▲	New Holding	65,000	2.0%	Computer and Technology
JD JD.com	$5,720,550	$2,600,250 ▲	83.3%	165,000	2.0%	Retail/Wholesale
NVDA NVIDIA	$5,707,325	$1,007,175 ▼	-15.0%	42,500	2.0%	Computer and Technology
FTNT Fortinet	$5,668,800	$2,125,800 ▼	-27.3%	60,000	2.0%	Computer and Technology
CRWD CrowdStrike	$5,645,640	$2,224,040 ▼	-28.3%	16,500	2.0%	Computer and Technology
GFS GlobalFoundries	$5,492,480	$1,845,130 ▲	50.6%	128,000	1.9%	Computer and Technology
TCOM Trip.com Group	$5,218,160	$617,940 ▼	-10.6%	76,000	1.8%	Consumer Discretionary
ARM HOLDINGS PLC	$4,996,080	$4,996,080 ▲	New Holding	40,500	1.7%	SPONSORED ADS
CDNS Cadence Design Systems	$4,957,290	$4,957,290 ▲	New Holding	16,499	1.7%	Computer and Technology
TEAM Atlassian	$4,867,600	$4,867,600 ▼	-50.0%	20,000	1.7%	Computer and Technology
HPE Hewlett Packard Enterprise	$4,483,500	$1,601,250 ▲	55.6%	210,000	1.6%	Computer and Technology
WIX Wix.com	$4,291,000	$4,291,000 ▲	New Holding	20,000	1.5%	Computer and Technology
EXPE Expedia Group	$4,192,425	$5,589,900 ▼	-57.1%	22,500	1.5%	Retail/Wholesale
CHKP Check Point Software Technologies	$4,107,400	$4,107,400 ▲	New Holding	22,000	1.4%	Computer and Technology
WDC Western Digital	$3,875,950	$3,875,950 ▲	New Holding	65,000	1.4%	Computer and Technology
IWM iShares Russell 2000 ETF	$3,386,654	$3,386,654 ▲	New Holding	15,327	1.2%	Finance
OKTA Okta	$2,994,400	$315,200 ▼	-9.5%	38,000	1.0%	Computer and Technology
FLUTTER ENTMT PLC	$2,972,175	$2,972,175 ▲	New Holding	11,500	1.0%	SHS
PAYX Paychex	$2,804,400	$2,804,400 ▲	New Holding	20,000	1.0%	Business Services
APPLOVIN CORP	$2,752,555	$2,752,555 ▲	New Holding	8,500	1.0%	COM CL A
CDAY Ceridian HCM	$2,687,680	$2,687,680 ▲	New Holding	37,000	0.9%	Computer and Technology
LITE Lumentum	$2,518,500	$2,518,500 ▲	New Holding	30,000	0.9%	Computer and Technology
TSLA Tesla	$2,423,040	$2,423,040 ▲	New Holding	6,000	0.8%	Auto/Tires/Trucks
COIN Coinbase Global	$2,234,700	$2,234,700 ▲	New Holding	9,000	0.8%	Finance
INTC Intel	$2,005,000	$3,869,650 ▼	-65.9%	100,000	0.7%	Computer and Technology
TXN Texas Instruments	$1,875,100	$5,625,300 ▼	-75.0%	10,000	0.7%	Computer and Technology
FI Fiserv	$1,848,780	$1,848,780 ▲	New Holding	9,000	0.6%	Business Services
INGRAM MICRO HLDG CORP	$1,551,200	$1,551,200 ▲	New Holding	80,000	0.5%	COM
PINS Pinterest	$1,450,000	$2,900,000 ▼	-66.7%	50,000	0.5%	Computer and Technology
SNPS Synopsys	$485,360	$485,360 ▲	New Holding	1,000	0.2%	Computer and Technology
PYPL PayPal	$0	$10,924,200 ▼	-100.0%	0	0.0%	Computer and Technology
AMAT Applied Materials	$0	$10,506,600 ▼	-100.0%	0	0.0%	Computer and Technology
SPOT Spotify Technology	$0	$10,318,840 ▼	-100.0%	0	0.0%	Business Services
AMD Advanced Micro Devices	$0	$10,090,920 ▼	-100.0%	0	0.0%	Computer and Technology
SAP SAP	$0	$9,736,750 ▼	-100.0%	0	0.0%	Computer and Technology
ANET Arista Networks	$0	$9,595,500 ▼	-100.0%	0	0.0%	Computer and Technology
NXPI NXP Semiconductors	$0	$8,400,350 ▼	-100.0%	0	0.0%	Computer and Technology
ON Onsemi	$0	$7,624,050 ▼	-100.0%	0	0.0%	Computer and Technology
DDOG Datadog	$0	$6,328,300 ▼	-100.0%	0	0.0%	Computer and Technology
MDB MongoDB	$0	$5,677,350 ▼	-100.0%	0	0.0%	Computer and Technology
DELL Dell Technologies	$0	$5,571,380 ▼	-100.0%	0	0.0%	Computer and Technology
V Visa	$0	$4,674,150 ▼	-100.0%	0	0.0%	Business Services
REDDIT INC	$0	$4,614,400 ▼	-100.0%	0	0.0%	CL A
HUBS HubSpot	$0	$3,721,200 ▼	-100.0%	0	0.0%	Computer and Technology
S SentinelOne	$0	$3,588,000 ▼	-100.0%	0	0.0%	Computer and Technology
DKNG DraftKings	$0	$3,528,000 ▼	-100.0%	0	0.0%	Consumer Discretionary
ORCL Oracle	$0	$3,408,000 ▼	-100.0%	0	0.0%	Computer and Technology
W Wayfair	$0	$3,370,800 ▼	-100.0%	0	0.0%	Retail/Wholesale
CTSH Cognizant Technology Solutions	$0	$3,280,150 ▼	-100.0%	0	0.0%	Computer and Technology
DT Dynatrace	$0	$3,208,200 ▼	-100.0%	0	0.0%	Computer and Technology
MU Micron Technology	$0	$3,111,300 ▼	-100.0%	0	0.0%	Computer and Technology
ADSK Autodesk	$0	$2,754,800 ▼	-100.0%	0	0.0%	Computer and Technology
GLW Corning	$0	$2,709,000 ▼	-100.0%	0	0.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$0	$2,414,013 ▼	-100.0%	0	0.0%	Computer and Technology
TOST Toast	$0	$1,698,600 ▼	-100.0%	0	0.0%	Computer and Technology
U Unity Software	$0	$1,470,300 ▼	-100.0%	0	0.0%	Computer and Technology
MELI MercadoLibre	$0	$1,333,774 ▼	-100.0%	0	0.0%	Retail/Wholesale
CIEN Ciena	$0	$1,231,800 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Maytus Capital Management, LLC Top Holdings and 13F Report (2025)

About Maytus Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Maytus Capital Management, LLC Top Holdings and 13F Report (2025)

About Maytus Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMaytus Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools