13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-05, with 47 holding rows worth $279,821,480.
- Accession
- 0001420506-24-001255
- Filer
- CIK 1708759
- Filed
- 2024-08-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 47 entries on the cover page, a total value of $279,821,480 stated on the cover page (in dollars after the unit check, H1), rows summing to $279,821,480 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 |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 32,000 | $16,135,040 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 11,294 | $12,026,416 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,500 | $10,435,945 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 38,736 | $10,423,470 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 38,000 | $9,973,860 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 117,500 | $9,732,525 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 36,000 | $8,495,640 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 10,737 | $8,446,476 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 51,000 | $8,272,710 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 34,767 | $7,935,915 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 103,278 | $7,506,245 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 11,120 | $7,308,175 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 95,000 | $7,198,150 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 155,000 | $7,190,450 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 26,981 | $6,936,815 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 55,000 | $6,929,450 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 105,000 | $6,771,450 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 68,000 | $6,641,560 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 32,274 | $6,509,989 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 50,000 | $6,484,500 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 33,500 | $6,438,365 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 10,329 | $6,146,375 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 49,000 | $5,685,960 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 18,000 | $5,648,220 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 260,000 | $5,504,200 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 35,658 | $5,406,823 | dollars as filed | |
| Apple Inc | 037833100 | COM | 25,000 | $5,265,500 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 15,000 | $5,257,200 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 15,500 | $5,254,655 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 38,000 | $5,240,580 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 180,721 | $4,669,831 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 37,500 | $4,632,750 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 17,000 | $4,249,320 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 6,040 | $4,076,275 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 80,000 | $4,044,800 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 14,200 | $3,882,564 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 180,000 | $3,789,000 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 37,274 | $3,489,219 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 50,000 | $3,427,500 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5,800 | $3,420,782 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 9,000 | $2,730,690 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 50,790 | $2,519,184 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 52,317 | $2,458,899 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,000 | $1,821,500 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 10,000 | $1,329,500 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 12,500 | $1,208,750 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 18,100 | $868,257 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-24-001255 | this filing | 2024-08-05 | acceptance time not in the bulk data set |