13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 65 holding rows worth $466,197,512.
- Accession
- 0001420506-25-003238
- Filer
- CIK 1708759
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 65 entries on the cover page, a total value of $466,197,512 stated on the cover page (in dollars after the unit check, H1), rows summing to $466,197,512 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 | 47,967 | $27,284,109 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 106,970 | $25,882,461 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 194,131 | $23,307,368 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 36,480 | $18,894,816 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 201,270 | $16,121,727 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 75,594 | $13,510,916 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 203,779 | $13,086,687 | dollars as filed | |
| Apple Inc | 037833100 | COM | 51,210 | $13,039,602 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 449,711 | $12,699,839 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 12,146 | $11,177,721 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 51,761 | $10,539,575 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 10,800 | $10,455,372 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 423,973 | $10,412,777 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 62,000 | $10,373,840 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 60,000 | $9,762,600 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 50,635 | $8,994,295 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 178,003 | $8,777,328 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 198,026 | $8,703,243 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 64,034 | $8,574,153 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 45,000 | $8,396,100 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 27,976 | $8,383,288 | dollars as filed | |
| CORNING INC | 219350105 | COM | 94,000 | $7,710,820 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 102,931 | $7,438,823 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 32,192 | $7,260,906 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 21,600 | $7,126,056 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 10,100 | $7,049,800 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 49,200 | $6,815,184 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 190,000 | $6,809,600 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 26,000 | $6,604,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 27,000 | $6,563,700 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 20,400 | $6,480,468 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,200 | $6,479,124 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 64,058 | $5,834,403 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 39,000 | $5,795,790 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 23,000 | $5,666,740 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 26,848 | $5,555,120 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 66,266 | $5,505,379 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 15,600 | $5,264,844 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 71,000 | $5,188,680 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 21,540 | $5,185,324 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 75,004 | $4,945,764 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 84,000 | $4,869,480 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 33,500 | $4,770,400 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 14,500 | $4,255,750 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 55,849 | $4,199,845 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 11,826 | $4,154,001 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 13,000 | $3,535,870 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 12,400 | $3,498,784 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 70,000 | $3,355,800 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 84,395 | $2,874,494 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 162,080 | $2,854,229 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 13,000 | $2,661,620 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 20,194 | $2,660,963 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 8,500 | $2,390,540 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 18,000 | $2,379,060 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 4,800 | $2,368,272 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 102,800 | $2,336,644 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 4,500 | $2,105,100 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 25,000 | $1,926,250 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,200 | $1,615,636 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,000 | $1,334,160 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 8,000 | $1,274,160 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,400 | $434,532 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 2,500 | $342,125 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 500 | $341,455 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-003238 | this filing | 2025-11-14 | acceptance time not in the bulk data set |