Maytus Capital Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$280M
Signature - Title
Tor Minesuk - Chief Compliance Officer
Location
437 Madison Avenue, 21 St Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 47 $280M +$160M -$111M +$49.1M META, LRCX, AVGO, NXPI, V 13F-HR 8/5/2024, 01:29 PM
Q1 2024 50 $236M +$126M -$156M -$30.2M NVDA, META, MA, LRCX, ADI 13F-HR 5/13/2024, 10:32 AM
Q4 2023 50 $250M +$164M -$115M +$49.1M ADI, AMZN, INTC, NVDA, ASML 13F-HR 2/13/2024, 01:56 PM
Q3 2023 38 $180M +$83.9M -$107M -$23.2M META, NVDA, MSFT, INTC, AMAT 13F-HR 11/13/2023, 03:03 PM
Q2 2023 46 $203M +$119M -$93.7M +$25.3M V, META, NVDA, AMZN, MSFT 13F-HR 8/14/2023, 02:36 PM
Q1 2023 44 $155M +$97.4M -$49.7M +$47.7M META, NVDA, NXPI, V, AMAT 13F-HR 5/11/2023, 05:46 PM
Q4 2022 39 $88.6M +$55.6M -$80.4M -$24.7M NVDA, META, MA, KLAC, AMAT 13F-HR 2/6/2023, 12:34 PM
Q3 2022 33 $112M +$52.4M -$303M -$251M ON, MA, PAYC, PANW, ADI 13F-HR 11/14/2022, 11:45 AM
Q2 2022 45 $364M +$191M -$158M +$33M CRWD, ORCL, PANW, NOW, PAYC 13F-HR 8/12/2022, 04:13 PM
Q1 2022 50 $404M +$235M -$235M +$687K ORCL, MDB, PAYC, PANW, DDOG 13F-HR 5/13/2022, 11:43 AM
Q4 2021 50 $432M +$268M -$131M +$137M NOW, PANW, MSFT, MA, DDOG 13F-HR 2/7/2022, 02:39 PM
Q3 2021 45 $292M +$120M -$149M -$28.7M VRNS, TWLO, INTU, CRM, GOOGL 13F-HR 11/12/2021, 10:24 AM
Q2 2021 45 $314M +$163M -$166M -$2.96M VRNS, ADI, CRM, PAYC, INTU 13F-HR 8/16/2021, 12:00 PM
Q1 2021 39 $299M +$205M -$137M +$67.7M MSFT, BIDU, VRNS, META, TWLO 13F-HR 5/12/2021, 01:21 PM
Q4 2020 36 $234M +$119M -$131M -$12M NOW, VRNS, TWLO, CRWD, QRVO 13F-HR 2/8/2021, 05:15 PM
Q3 2020 39 $217M +$140M -$132M +$8.27M VRNS, MSFT, ADI, TWLO, MDB 13F-HR 11/4/2020, 11:18 AM
Q2 2020 36 $194M +$126M -$117M +$9.01M ORCL, VRNS, MDB, MSFT, CRWD 13F-HR 8/11/2020, 01:02 PM
Q1 2020 37 $165M +$101M -$128M -$27.5M AMZN, MSFT, HPQ, ADI, NFLX 13F-HR 5/8/2020, 11:19 AM
Q4 2019 45 $202M +$126M -$145M -$19.4M FIS, INTU, WDAY, ADI, ON 13F-HR 2/4/2020, 12:40 PM
Q3 2019 49 $207M +$119M -$114M +$4.24M FI, AVGO, META, ADI, MSFT 13F-HR 11/12/2019, 09:03 AM
Q2 2019 53 $206M +$104M -$94.9M +$9.38M AMZN, MSFT, V, ADBE, WEX 13F-HR 8/2/2019, 02:56 PM
Q1 2019 46 $192M +$104M -$118M -$13.3M ADBE, V, VMW, KLAC, VRNS 13F-HR 5/13/2019, 12:50 PM
Q4 2018 44 $184M $0 $0 V, AVGO, ULTI, ADBE, NXPI Restatement 2/5/2019, 12:46 PM