Maytus Capital Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Maytus Capital Management, LLC disclosed 50 US equity positions worth $284.4m in its Q3 2024 13F filing. The largest position was META at 5.4% of the reported book, followed by NOW and PYPL.
What did Maytus Capital Management, LLC own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 5.4% | $15.3m | 26,800 | – | |
| 2 | NOW SERVICENOW INC | Technology | 5.2% | $14.8m | 16,500 | – | |
| 3 | PYPL PAYPAL HLDGS INC | Financial Services | 3.8% | $10.9m | 140,000 | – | |
| 4 | AMAT APPLIED MATLS INC | Technology | 3.7% | $10.5m | 52,000 | – | |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.6% | $10.3m | 28,000 | – | |
| 6 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.5% | $10.1m | 61,500 | – | |
| 7 | SAP SAP SE | Technology | 3.4% | $9.7m | 42,500 | – | |
| 8 | ANET ARISTA NETWORKS INC | Technology | 3.4% | $9.6m | 25,000 | – | |
| 9 | Z ZILLOW GROUP INC | Communication Services | 3.4% | $9.6m | 150,000 | – | |
| 10 | NXPI NXP SEMICONDUCTORS N V | Technology | 3.0% | $8.4m | 35,000 | – | |
| 11 | TXN TEXAS INSTRS INC | Technology | 2.9% | $8.3m | 40,000 | – | |
| 12 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 2.7% | $7.8m | 52,500 | – | |
| 13 | ON ON SEMICONDUCTOR CORP | Technology | 2.7% | $7.6m | 105,000 | – | |
| 14 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 2.5% | $7.0m | 45,500 | – | |
| 15 | INTC INTEL CORP | Technology | 2.4% | $6.9m | 293,000 | – | |
| 16 | CRWD CROWDSTRIKE HLDGS INC | Technology | 2.3% | $6.5m | 23,000 | – | |
| 17 | FTNT FORTINET INC | Technology | 2.2% | $6.4m | 82,500 | – | |
| 18 | TEAM ATLASSIAN CORPORATION | Technology | 2.2% | $6.4m | 40,000 | – | |
| 19 | DDOG DATADOG INC | Technology | 2.2% | $6.3m | 55,000 | – | |
| 20 | NVDA NVIDIA CORPORATION | Technology | 2.1% | $6.1m | 50,000 | – | |
| 21 | MDB MONGODB INC | Technology | 2.0% | $5.7m | 21,000 | – | |
| 22 | DELL DELL TECHNOLOGIES INC | Technology | 2.0% | $5.6m | 47,000 | – | |
| 23 | CSCO CISCO SYS INC | Technology | 1.9% | $5.3m | 100,000 | – | |
| 24 | CART MAPLEBEAR INC | Consumer Cyclical | 1.8% | $5.1m | 125,000 | – | |
| 25 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.8% | $5.1m | 85,000 | – | |
| 26 | PINS PINTEREST INC | Communication Services | 1.7% | $4.9m | 150,000 | – | |
| 27 | NET CLOUDFLARE INC | Technology | 1.7% | $4.9m | 60,000 | – | |
| 28 | V VISA INC | Financial Services | 1.6% | $4.7m | 17,000 | – | |
| 29 | RDDT REDDIT INC | Communication Services | 1.6% | $4.6m | 70,000 | – | |
| 30 | GPN GLOBAL PMTS INC | Industrials | 1.5% | $4.3m | 42,000 | – | |
| 31 | HUBS HUBSPOT INC | Technology | 1.3% | $3.7m | 7,000 | – | |
| 32 | JD JD.COM INC | Consumer Cyclical | 1.3% | $3.6m | 90,000 | – | |
| 33 | S SENTINELONE INC | Technology | 1.3% | $3.6m | 150,000 | – | |
| 34 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 1.2% | $3.5m | 90,000 | – | |
| 35 | GFS GLOBALFOUNDRIES INC | Technology | 1.2% | $3.4m | 85,000 | – | |
| 36 | ORCL ORACLE CORP | Technology | 1.2% | $3.4m | 20,000 | – | |
| 37 | W WAYFAIR INC | Consumer Cyclical | 1.2% | $3.4m | 60,000 | – | |
| 38 | CTSH COGNIZANT TECHNOLOGY SOLUTIO | Technology | 1.2% | $3.3m | 42,500 | – | |
| 39 | DT DYNATRACE INC | Technology | 1.1% | $3.2m | 60,000 | – | |
| 40 | OKTA OKTA INC | Technology | 1.1% | $3.1m | 42,000 | – | |
| 41 | MU MICRON TECHNOLOGY INC | Technology | 1.1% | $3.1m | 30,000 | – | |
| 42 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.0% | $2.8m | 135,000 | – | |
| 43 | ADSK AUTODESK INC | Technology | 1.0% | $2.8m | 10,000 | – | |
| 44 | GLW CORNING INC | Technology | 1.0% | $2.7m | 60,000 | – | |
| 45 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.8% | $2.4m | 13,900 | – | |
| 46 | BIDU BAIDU INC | Communication Services | 0.8% | $2.3m | 21,500 | – | |
| 47 | TOST TOAST INC | Technology | 0.6% | $1.7m | 60,000 | – | |
| 48 | U UNITY SOFTWARE INC | Technology | 0.5% | $1.5m | 65,000 | – | |
| 49 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.5% | $1.3m | 650 | – | |
| 50 | CIEN CIENA CORP | Technology | 0.4% | $1.2m | 20,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.