13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-13, with 50 holding rows worth $250,304,431.
- Accession
- 0001420506-24-000301
- Filer
- CIK 1708759
- Filed
- 2024-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 50 entries on the cover page, a total value of $250,304,431 stated on the cover page (in dollars after the unit check, H1), rows summing to $250,304,431 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 |
|---|---|---|---|---|---|---|
| Analog Devices,Inc. | 032654105 | COM | 47,600 | $9,451,456 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 61,000 | $9,268,340 | dollars as filed | |
| Intel Corp | 458140100 | COM | 180,000 | $9,045,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,000 | $8,913,960 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 11,500 | $8,704,580 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 24,000 | $8,495,040 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 151,000 | $7,569,630 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 37,000 | $7,363,000 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 65,000 | $7,307,300 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 48,000 | $7,285,920 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 125,000 | $7,232,500 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 9,000 | $7,049,340 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 90,000 | $6,961,500 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 24,833 | $6,855,398 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 240,000 | $6,585,600 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 25,000 | $6,578,500 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 10,812 | $6,276,798 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 72,433 | $6,030,772 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 70,000 | $5,975,900 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 96,605 | $5,654,291 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 24,000 | $5,317,440 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 130,000 | $5,315,700 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 43,459 | $5,275,053 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 10,000 | $4,868,800 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 160,000 | $4,814,400 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 130,000 | $4,745,000 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 30,000 | $4,637,700 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 6,500 | $4,592,185 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 150,000 | $4,333,500 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 250,000 | $4,245,000 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 70,000 | $4,221,700 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 82,500 | $4,167,900 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 17,500 | $4,121,425 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 55,000 | $3,957,800 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 70,000 | $3,665,900 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 100,000 | $3,601,000 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 210,000 | $3,555,300 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 15,000 | $3,285,750 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 28,000 | $3,155,600 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 45,000 | $2,776,500 | dollars as filed | |
| FISERV INC | 337738108 | COM | 20,000 | $2,656,800 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 30,000 | $2,157,300 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 19,000 | $2,003,170 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 22,500 | $1,823,625 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 45,000 | $1,822,500 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 19,500 | $1,765,335 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 18,000 | $1,416,420 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 9,000 | $1,376,100 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 25,868 | $1,171,303 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 10,000 | $853,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-24-000301 | this filing | 2024-02-13 | acceptance time not in the bulk data set |