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13F-HR filed by Maytus Capital Management, LLC

Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-04, with 45 holding rows worth $201,752,000.

Accession
0001420506-20-000094
Filed
2020-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 45 entries on the cover page, a total value of $201,752,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $201,752,000 with VALUE read as thousands by filing date, 13F file number 028-18992. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FIDELITY NATL INFORMATION SVCS COM31620M106Stock79,000$10,988,000thousands by filing date
Intuit Inc.461202103COM31,000$8,120,000thousands by filing date
WORKDAY INC CL A98138H101Stock42,500$6,989,000thousands by filing date
Analog Devices,Inc.032654105COM57,000$6,774,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock270,000$6,583,000thousands by filing date
Salesforce.com, Inc79466L302COM40,000$6,506,000thousands by filing date
Amazon.com, Inc023135106COM3,400$6,283,000thousands by filing date
VARONIS SYS INC922280102COM80,000$6,217,000thousands by filing date
Applied Materials,Inc.038222105COM101,000$6,165,000thousands by filing date
CORNERSTONE ONDEMAND INC COM21925Y103Stock105,000$6,148,000thousands by filing date
Visa Inc92826C839COM30,000$5,637,000thousands by filing date
CADENCE DESIGN SYSTEM INC COM127387108Stock80,000$5,549,000thousands by filing date
MONGODB INC CL A60937P106Stock40,000$5,264,000thousands by filing date
RINGCENTRAL INC76680R206CL A31,000$5,229,000thousands by filing date
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK17,500$5,179,000thousands by filing date
Netflix, Inc64110L106COM16,000$5,177,000thousands by filing date
HP INC COM40434L105Stock250,000$5,138,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock40,000$5,090,000thousands by filing date
GLOBAL PMTS INC37940X102COM27,500$5,020,000thousands by filing date
NVIDIA Corp67066G104COM21,000$4,941,000thousands by filing date
Apple Inc037833100COM16,000$4,698,000thousands by filing date
AVALARA INC05338G106COM60,000$4,395,000thousands by filing date
QORVO INC COM74736K101Stock37,000$4,301,000thousands by filing date
Micron Technology,Inc.595112103COM78,000$4,195,000thousands by filing date
PINTEREST INC CL A72352L106Stock225,000$4,194,000thousands by filing date
ACTVISION BLIZZARD INC00507V109COM70,000$4,159,000thousands by filing date
CROWDSTRIKE HLDGS INC22788C105COM82,500$4,114,000thousands by filing date
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS70,000$4,067,000thousands by filing date
PAYCOMSOFTWAREINC70432V102STOK15,000$3,971,000thousands by filing date
SEAGATE TECHNOLOGY PLCG7945M107SHS65,000$3,868,000thousands by filing date
ANSYS INC COM03662Q105COM13,000$3,346,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM11,000$3,165,000thousands by filing date
SMARTSHEET INC. (CLASS A)83200N103COM CL A70,000$3,144,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR21,500$2,718,000thousands by filing date
ZILLOW GROUP INC CL C CAP STK98954M200Stock57,500$2,642,000thousands by filing date
TWITTER INC90184L102COM80,000$2,564,000thousands by filing date
NEW ORIENTAL EDUCATION & TECHN647581107SPON ADR21,000$2,546,000thousands by filing date
LUMENTUM HLDGS INC COM55024U109Stock30,000$2,379,000thousands by filing date
Broadcom Inc.11135F101COM7,500$2,370,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM50,000$2,293,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS10,000$2,121,000thousands by filing date
Adobe Inc00724F101COM6,000$1,979,000thousands by filing date
TRIPADVISOR INC896945201COM65,000$1,975,000thousands by filing date
CIENA CORP COM NEW171779309Stock45,000$1,921,000thousands by filing date
VIPSHOP HLDGS LTD SPONSORED ADS A92763W103ADR115,000$1,630,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-20-000094this filing2020-02-04acceptance time not in the bulk data set