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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| ADI |
+47,600 | +$9,451 | | AMZN |
+61,000 | +$9,268 | | ASML |
+11,500 | +$8,705 | | STM |
+151,000 | +$7,570 | | SWKS |
+65,000 | +$7,307 | | Z |
+125,000 | +$7,232 | | WDAY |
+24,833 | +$6,855 | | CRM |
+25,000 | +$6,578 | | STX |
+70,000 | +$5,976 | | FTNT |
+96,605 | +$5,654 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| MSFT |
-36,500 | -$11,525 | | AMAT |
-58,500 | -$8,099 | | ON |
-73,500 | -$6,832 | | UBER |
-138,000 | -$6,347 | | SHOP |
-108,000 | -$5,894 | | AMD |
-53,500 | -$5,501 | | FISV |
-45,000 | -$5,083 | | TEAM |
-21,000 | -$4,232 | | JNPR |
-130,000 | -$3,613 | | V |
-15,000 | -$3,450 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| S |
+140,000 | +$4,900 | | SQ |
+68,000 | +$5,988 | | EXPE |
+27,500 | +$5,173 | | SNOW |
+3,500 | +$2,245 | | HUBS |
+3,312 | +$2,583 | | LRCX |
+1,000 | +$2,035 | | ANET |
UNCH | +$902 | | NVDA |
-9,700 | -$3,135 | | MRVL |
-10,000 | -$108 | | NET |
-12,567 | +$673 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| HPE |
-100,000 | -$1,835 | | INTC |
-50,000 | +$869 | | VRNS |
-44,132 | -$967 | | TTD |
-37,500 | -$3,271 | | META |
-29,000 | -$7,416 | | WDC |
-25,000 | -$669 | | ZS |
-14,000 | -$595 |
Size ($ in 1000's)
At 12/31/2023: $250,302
At 09/30/2023: $179,602
Maytus Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maytus Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Maytus Capital Management LLC to be as follows, presented in the
table below with each row detailing each Maytus Capital Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Maytus Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Maytus Capital Management LLC as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ANALOG DEVICES INC |
47,600 |
+47,600 |
$9,451 | | ADI | 47,600 | +47,600 | $9,451 | | AMAZON COM INC |
61,000 |
+61,000 |
$9,268 | | AMZN | 61,000 | +61,000 | $9,268 | | INTEL CORP |
180,000 |
-50,000 |
$9,045 | | INTC | 180,000 | -50,000 | $9,045 | | NVIDIA CORPORATION |
18,000 |
-9,700 |
$8,914 | | NVDA | 18,000 | -9,700 | $8,914 | | ASML HOLDING N V |
11,500 |
+11,500 |
$8,705 | | ASML | 11,500 | +11,500 | $8,705 | | META PLATFORMS INC |
24,000 |
-29,000 |
$8,495 | | META | 24,000 | -29,000 | $8,495 | | STMICROELECTRONICS N V |
151,000 |
+151,000 |
$7,570 | | STM | 151,000 | +151,000 | $7,570 | | SNOWFLAKE INC |
37,000 |
+3,500 |
$7,363 | | SNOW | 37,000 | +3,500 | $7,363 | | SKYWORKS SOLUTIONS INC |
65,000 |
+65,000 |
$7,307 | | SWKS | 65,000 | +65,000 | $7,307 | | EXPEDIA GROUP INC |
48,000 |
+27,500 |
$7,286 | | EXPE | 48,000 | +27,500 | $7,286 | | ZILLOW GROUP INC |
125,000 |
+125,000 |
$7,232 | | Z | 125,000 | +125,000 | $7,232 | | LAM RESEARCH CORP |
9,000 |
+1,000 |
$7,049 | | LRCX | 9,000 | +1,000 | $7,049 | | BLOCK INC |
90,000 |
+68,000 |
$6,962 | | SQ | 90,000 | +68,000 | $6,962 | | WORKDAY INC |
24,833 |
+24,833 |
$6,855 | | WDAY | 24,833 | +24,833 | $6,855 | | SENTINELONE INC |
240,000 |
+140,000 |
$6,586 | | S | 240,000 | +140,000 | $6,586 | | SALESFORCE INC |
25,000 |
+25,000 |
$6,578 | | CRM | 25,000 | +25,000 | $6,578 | | HUBSPOT INC |
10,812 |
+3,312 |
$6,277 | | HUBS | 10,812 | +3,312 | $6,277 | | CLOUDFLARE INC |
72,433 |
-12,567 |
$6,031 | | NET | 72,433 | -12,567 | $6,031 | | SEAGATE TECHNOLOGY HLDNGS PL |
70,000 |
+70,000 |
$5,976 | | STX | 70,000 | +70,000 | $5,976 | | FORTINET INC |
96,605 |
+96,605 |
$5,654 | | FTNT | 96,605 | +96,605 | $5,654 | | ZSCALER INC |
24,000 |
-14,000 |
$5,317 | | ZS | 24,000 | -14,000 | $5,317 | | UNITY SOFTWARE INC |
130,000 |
+130,000 |
$5,316 | | U | 130,000 | +130,000 | $5,316 | | DATADOG INC |
43,459 |
+43,459 |
$5,275 | | DDOG | 43,459 | +43,459 | $5,275 | | NETFLIX INC |
10,000 |
+10,000 |
$4,869 | | NFLX | 10,000 | +10,000 | $4,869 | | HP INC |
160,000 |
+160,000 |
$4,814 | | HPQ | 160,000 | +160,000 | $4,814 | | MATCH GROUP INC NEW |
130,000 |
+130,000 |
$4,745 | | MTCH | 130,000 | +130,000 | $4,745 | | SAP SE |
30,000 |
+30,000 |
$4,638 | | SAP | 30,000 | +30,000 | $4,638 | | SERVICENOW INC |
6,500 |
+6,500 |
$4,592 | | NOW | 6,500 | +6,500 | $4,592 | | JD.COM INC |
150,000 |
+150,000 |
$4,334 | | JD | 150,000 | +150,000 | $4,334 | | HEWLETT PACKARD ENTERPRISE C |
250,000 |
-100,000 |
$4,245 | | HPE | 250,000 | -100,000 | $4,245 | | MARVELL TECHNOLOGY INC |
70,000 |
-10,000 |
$4,222 | | MRVL | 70,000 | -10,000 | $4,222 | | CISCO SYS INC |
82,500 |
+82,500 |
$4,168 | | CSCO | 82,500 | +82,500 | $4,168 | | ARISTA NETWORKS INC |
17,500 |
UNCH |
$4,121 | | ANET | 17,500 | UNCH | $4,121 | | THE TRADE DESK INC |
55,000 |
-37,500 |
$3,958 | | TTD | 55,000 | -37,500 | $3,958 | | WESTERN DIGITAL CORP. |
70,000 |
-25,000 |
$3,666 | | WDC | 70,000 | -25,000 | $3,666 | | TRIP COM GROUP LTD |
100,000 |
+100,000 |
$3,601 | | TCOM | 100,000 | +100,000 | $3,601 | | SNAP INC |
210,000 |
+210,000 |
$3,555 | | SNAP | 210,000 | +210,000 | $3,555 | | CYBERARK SOFTWARE LTD |
15,000 |
+15,000 |
$3,286 | | CYBR | 15,000 | +15,000 | $3,286 | | ELASTIC N V |
28,000 |
+28,000 |
$3,156 | | ESTC | 28,000 | +28,000 | $3,156 | | WAYFAIR INC |
45,000 |
+45,000 |
$2,776 | | W | 45,000 | +45,000 | $2,776 | | FISERV INC |
20,000 |
+20,000 |
$2,657 | | FI | 20,000 | +20,000 | $2,657 | | ZOOM VIDEO COMMUNICATIONS IN |
30,000 |
+30,000 |
$2,157 | | ZM | 30,000 | +30,000 | $2,157 | | ORACLE CORP |
19,000 |
+19,000 |
$2,003 | | ORCL | 19,000 | +19,000 | $2,003 | | ETSY INC |
22,500 |
+22,500 |
$1,824 | | ETSY | 22,500 | +22,500 | $1,824 | | SEA LTD |
45,000 |
+45,000 |
$1,822 | | SE | 45,000 | +45,000 | $1,822 | | OKTA INC |
19,500 |
+19,500 |
$1,765 | | OKTA | 19,500 | +19,500 | $1,765 | | FIVE9 INC |
18,000 |
+18,000 |
$1,416 | | FIVN | 18,000 | +18,000 | $1,416 | | ONTO INNOVATION INC |
9,000 |
+9,000 |
$1,376 | | ONTO | 9,000 | +9,000 | $1,376 | | VARONIS SYS INC |
25,868 |
-44,132 |
$1,171 | | VRNS | 25,868 | -44,132 | $1,171 | | MICRON TECHNOLOGY INC |
10,000 |
+10,000 |
$853 | | MU | 10,000 | +10,000 | $853 |  ACCENTURE PLC IRELAND |
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$0 (exited) | | ACN | 0 | -5,000 | $0 | | ADOBE INC |
|
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$0 (exited) | | ADBE | 0 | -4,000 | $0 | | APPLIED MATLS INC |
|
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$0 (exited) | | AMAT | 0 | -58,500 | $0 | | ADVANCED MICRO DEVICES INC |
|
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$0 (exited) | | AMD | 0 | -53,500 | $0 | | BROADCOM INC |
|
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$0 (exited) | | AVGO | 0 | -3,000 | $0 | | ALIBABA GROUP HLDG LTD |
|
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$0 (exited) | | BABA | 0 | -20,000 | $0 | | BAIDU INC |
|
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$0 (exited) | | BIDU | 0 | -25,000 | $0 | | MAPLEBEAR INC |
|
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$0 (exited) | | CART | 0 | -45,000 | $0 | | CERIDIAN HCM HLDG INC |
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$0 (exited) | | CDAY | 0 | -50,000 | $0 | | CADENCE DESIGN SYSTEM INC |
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$0 (exited) | | CDNS | 0 | -14,500 | $0 | | CHECK POINT SOFTWARE TECH LT |
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$0 (exited) | | CHKP | 0 | -14,000 | $0 | | FISERV INC |
|
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$0 (exited) | | FISV | 0 | -45,000 | $0 | | INTUIT |
|
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$0 (exited) | | INTU | 0 | -6,000 | $0 | | JUNIPER NETWORKS INC |
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$0 (exited) | | JNPR | 0 | -130,000 | $0 | | MICROSOFT CORP |
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$0 (exited) | | MSFT | 0 | -36,500 | $0 | | ON SEMICONDUCTOR CORP |
|
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$0 (exited) | | ON | 0 | -73,500 | $0 | | PDD HOLDINGS INC |
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$0 (exited) | | PDD | 0 | -15,000 | $0 | | SHOPIFY INC |
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$0 (exited) | | SHOP | 0 | -108,000 | $0 | | ATLASSIAN CORPORATION |
|
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$0 (exited) | | TEAM | 0 | -21,000 | $0 | | UBER TECHNOLOGIES INC |
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$0 (exited) | | UBER | 0 | -138,000 | $0 | | VISA INC |
0 |
-15,000 |
$0 (exited) | | V | 0 | -15,000 | $0 |
See Summary: Maytus Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Maytus Capital Management LLC
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