13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 46 holding rows worth $203,083,893.
- Accession
- 0001420506-23-001653
- Filer
- CIK 1708759
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 46 entries on the cover page, a total value of $203,083,893 stated on the cover page (in dollars after the unit check, H1), rows summing to $203,083,893 with VALUE read as dollars as filed, 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Visa Inc | 92826C839 | COM | 53,000 | $12,586,440 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 37,250 | $10,690,005 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 25,000 | $10,575,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 72,800 | $9,490,208 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 26,000 | $8,854,040 | dollars as filed | |
| Apple Inc | 037833100 | COM | 45,000 | $8,728,650 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 500,000 | $8,400,000 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 84,000 | $7,944,720 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 37,500 | $7,305,375 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 12,000 | $6,743,640 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 16,000 | $6,575,840 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 8,500 | $6,160,375 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 41,000 | $4,880,640 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 32,000 | $4,681,600 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 47,500 | $4,673,050 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 105,000 | $4,394,250 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 140,000 | $4,386,200 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 70,000 | $4,184,600 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 17,000 | $3,986,840 | dollars as filed | |
| FISERV INC | 337738108 | COM | 31,500 | $3,973,725 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 58,000 | $3,884,260 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 15,000 | $3,832,650 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 5,500 | $3,535,730 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,000 | $3,523,920 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 53,500 | $3,456,100 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 80,000 | $3,453,600 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 7,000 | $3,422,930 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 40,000 | $3,334,000 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 46,000 | $3,180,440 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 22,500 | $3,125,250 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 6,750 | $3,092,783 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 42,500 | $2,778,225 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 100,000 | $2,734,000 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5,000 | $2,660,450 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 100,000 | $2,539,000 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 42,500 | $2,324,750 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 15,000 | $2,207,400 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 30,000 | $1,997,100 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 28,800 | $1,817,568 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 20,000 | $1,564,800 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 18,000 | $1,248,300 | dollars as filed | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 70,000 | $1,113,700 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 40,000 | $1,066,000 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 35,000 | $900,550 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 800 | $693,944 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 4,500 | $380,745 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-23-001653 | this filing | 2023-08-14 | acceptance time not in the bulk data set |