 |
Size ($ in 1000's)
At 03/31/2024: $235,876
At 12/31/2023: $250,302
Maytus Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maytus Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Maytus Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Maytus Capital Management LLC.
In the Maytus Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Maytus Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Maytus Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
17,000 |
-1,000 |
$15,361 | | NVDA | 17,000 | -1,000 | $15,361 | | META PLATFORMS INC |
30,900 |
+6,900 |
$15,004 | | META | 30,900 | +6,900 | $15,004 | | MASTERCARD INCORPORATED |
31,000 |
+31,000 |
$14,929 | | MA | 31,000 | +31,000 | $14,929 | | LAM RESEARCH CORP |
13,000 |
+4,000 |
$12,630 | | LRCX | 13,000 | +4,000 | $12,630 | | ANALOG DEVICES INC |
62,500 |
+14,900 |
$12,362 | | ADI | 62,500 | +14,900 | $12,362 | | MICROSOFT CORP |
28,000 |
+28,000 |
$11,780 | | MSFT | 28,000 | +28,000 | $11,780 | | WESTERN DIGITAL CORP. |
115,000 |
+45,000 |
$7,848 | | WDC | 115,000 | +45,000 | $7,848 | | APPLE INC |
45,000 |
+45,000 |
$7,717 | | AAPL | 45,000 | +45,000 | $7,717 | | ALPHABET INC |
50,500 |
+50,500 |
$7,622 | | GOOGL | 50,500 | +50,500 | $7,622 | | ASML HOLDING N V |
7,000 |
-4,500 |
$6,793 | | ASML | 7,000 | -4,500 | $6,793 | | BLOCK INC |
67,500 |
-22,500 |
$5,709 | | SQ | 67,500 | -22,500 | $5,709 | | SALESFORCE INC |
18,000 |
-7,000 |
$5,421 | | CRM | 18,000 | -7,000 | $5,421 | | BROADCOM INC |
4,000 |
+4,000 |
$5,302 | | AVGO | 4,000 | +4,000 | $5,302 | | SPOTIFY TECHNOLOGY S A |
20,000 |
+20,000 |
$5,278 | | SPOT | 20,000 | +20,000 | $5,278 | | CLOUDFLARE INC |
54,000 |
-18,433 |
$5,229 | | NET | 54,000 | -18,433 | $5,229 | | MERCADOLIBRE INC |
3,400 |
+3,400 |
$5,141 | | MELI | 3,400 | +3,400 | $5,141 | | MAPLEBEAR INC |
135,000 |
+135,000 |
$5,034 | | CART | 135,000 | +135,000 | $5,034 | | SNOWFLAKE INC |
31,000 |
-6,000 |
$5,010 | | SNOW | 31,000 | -6,000 | $5,010 | | TRIP COM GROUP LTD |
110,000 |
+10,000 |
$4,828 | | TCOM | 110,000 | +10,000 | $4,828 | | SYNOPSYS INC |
8,000 |
+8,000 |
$4,572 | | SNPS | 8,000 | +8,000 | $4,572 | | PAYPAL HLDGS INC |
68,000 |
+68,000 |
$4,555 | | PYPL | 68,000 | +68,000 | $4,555 | | NXP SEMICONDUCTORS N V |
17,500 |
+17,500 |
$4,336 | | NXPI | 17,500 | +17,500 | $4,336 | | DAYFORCE INC |
65,000 |
+65,000 |
$4,304 | | CDAY | 65,000 | +65,000 | $4,304 | | DOORDASH INC |
30,000 |
+30,000 |
$4,132 | | DASH | 30,000 | +30,000 | $4,132 | | DATADOG INC |
32,500 |
-10,959 |
$4,017 | | DDOG | 32,500 | -10,959 | $4,017 | | DELL TECHNOLOGIES INC |
34,000 |
+34,000 |
$3,880 | | DELL | 34,000 | +34,000 | $3,880 | | DISNEY WALT CO |
30,000 |
+30,000 |
$3,671 | | DIS | 30,000 | +30,000 | $3,671 | | FORTINET INC |
50,000 |
-46,605 |
$3,416 | | FTNT | 50,000 | -46,605 | $3,416 | | ZILLOW GROUP INC |
70,000 |
-55,000 |
$3,415 | | Z | 70,000 | -55,000 | $3,415 | | TAKE TWO INTERACTIVE SOFTWAR |
20,500 |
+20,500 |
$3,044 | | TTWO | 20,500 | +20,500 | $3,044 | | SERVICENOW INC |
3,500 |
-3,000 |
$2,668 | | NOW | 3,500 | -3,000 | $2,668 | | MICRON TECHNOLOGY INC |
21,000 |
+11,000 |
$2,476 | | MU | 21,000 | +11,000 | $2,476 | | PALO ALTO NETWORKS INC |
8,000 |
+8,000 |
$2,273 | | PANW | 8,000 | +8,000 | $2,273 | | CYBERARK SOFTWARE LTD |
8,500 |
-6,500 |
$2,258 | | CYBR | 8,500 | -6,500 | $2,258 | | BAIDU INC |
20,000 |
+20,000 |
$2,106 | | BIDU | 20,000 | +20,000 | $2,106 | | PDD HOLDINGS INC |
18,000 |
+18,000 |
$2,092 | | PDD | 18,000 | +18,000 | $2,092 | | ELASTIC N V |
20,000 |
-8,000 |
$2,005 | | ESTC | 20,000 | -8,000 | $2,005 | | WARNER MUSIC GROUP CORP |
60,000 |
+60,000 |
$1,981 | | WMG | 60,000 | +60,000 | $1,981 | | JABIL INC |
14,000 |
+14,000 |
$1,875 | | JBL | 14,000 | +14,000 | $1,875 | | PINTEREST INC |
50,000 |
+50,000 |
$1,734 | | PINS | 50,000 | +50,000 | $1,734 | | ONTO INNOVATION INC |
9,000 |
UNCH |
$1,630 | | ONTO | 9,000 | UNCH | $1,630 | | ADVANCED MICRO DEVICES INC |
9,000 |
+9,000 |
$1,624 | | AMD | 9,000 | +9,000 | $1,624 | | EXPEDIA GROUP INC |
10,000 |
-38,000 |
$1,378 | | EXPE | 10,000 | -38,000 | $1,378 | | ROKU INC |
20,000 |
+20,000 |
$1,303 | | ROKU | 20,000 | +20,000 | $1,303 | | HUBSPOT INC |
2,000 |
-8,812 |
$1,253 | | HUBS | 2,000 | -8,812 | $1,253 | | SENTINELONE INC |
50,000 |
-190,000 |
$1,166 | | S | 50,000 | -190,000 | $1,166 | | JD.COM INC |
40,000 |
-110,000 |
$1,096 | | JD | 40,000 | -110,000 | $1,096 | | VARONIS SYS INC |
20,000 |
-5,868 |
$943 | | VRNS | 20,000 | -5,868 | $943 | | PALANTIR TECHNOLOGIES INC |
38,000 |
+38,000 |
$874 | | PLTR | 38,000 | +38,000 | $874 |
See Full List: All Stocks Held By Maytus Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Maytus Capital Management LLC
|
|
