13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 57 holding rows worth $324,981,798.
- Accession
- 0001420506-25-001158
- Filer
- CIK 1708759
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 57 entries on the cover page, a total value of $324,981,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $324,981,798 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 |
|---|---|---|---|---|---|---|
| MasterCard, Inc | 57636Q104 | COM | 40,955 | $22,448,255 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 197,102 | $14,329,315 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,702 | $11,931,805 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 62,315 | $11,843,589 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 57,168 | $11,529,071 | dollars as filed | |
| KLA CORP | 482480100 | COM | 16,862 | $11,462,788 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 136,581 | $9,363,993 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 193,600 | $9,217,296 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 146,963 | $9,069,087 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 33,629 | $9,027,369 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 100,000 | $8,689,000 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 62,574 | $8,274,160 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 35,993 | $8,203,525 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,779 | $8,186,681 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 70,000 | $7,888,300 | dollars as filed | |
| Intel Corp | 458140100 | COM | 330,000 | $7,494,300 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 10,722 | $6,583,201 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 49,426 | $6,449,599 | dollars as filed | |
| FISERV INC | 337738108 | COM | 26,548 | $5,862,595 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 57,500 | $5,534,950 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 22,400 | $5,446,784 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 83,512 | $5,206,138 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 46,778 | $5,069,800 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 16,100 | $5,023,844 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 33,240 | $4,858,358 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 120,027 | $4,852,692 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 18,000 | $4,769,460 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 15,027 | $4,666,485 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 43,024 | $4,526,985 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 23,677 | $4,504,786 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 13,067 | $4,416,646 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 200,684 | $4,407,021 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 47,081 | $4,332,864 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 41,730 | $4,118,751 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 26,117 | $4,029,331 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 108,109 | $3,912,465 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 23,000 | $3,850,890 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 35,551 | $3,652,510 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 16,409 | $3,635,414 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 90,350 | $3,604,062 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 55,097 | $3,595,079 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 20,000 | $3,412,800 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 15,891 | $3,372,229 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 15,379 | $3,187,298 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 49,051 | $3,170,166 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 40,000 | $3,152,400 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 39,774 | $3,081,690 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 50,765 | $2,961,122 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 23,334 | $2,761,579 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 60,704 | $2,526,500 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 9,371 | $2,514,802 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 35,989 | $2,288,181 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 116,106 | $2,110,807 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 25,000 | $1,457,250 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 40,000 | $1,254,000 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 12,000 | $1,012,800 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 23,000 | $848,930 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-001158 | this filing | 2025-05-15 | acceptance time not in the bulk data set |