$217 Million is the total value of Maytus Capital Management, LLC's 39 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -10,000 | -100.0% | -0.68% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -130,000 | -100.0% | -1.48% | – |
| WEX | Exit | WEX INC | $0 | – | -19,000 | -100.0% | -1.62% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -25,000 | -100.0% | -1.73% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -14,500 | -100.0% | -1.88% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -40,000 | -100.0% | -1.98% | – |
| INTC | Exit | INTEL CORP | $0 | – | -70,000 | -100.0% | -2.16% | – |
| QRVO | Exit | QORVO INC | $0 | – | -41,000 | -100.0% | -2.33% | – |
| VMW | Exit | VMWARE INC | $0 | – | -31,500 | -100.0% | -2.51% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -3,400 | -100.0% | -2.79% | – |
| AAPL | Exit | APPLE INC | $0 | – | -15,000 | -100.0% | -2.82% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -13,000 | -100.0% | -2.92% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -34,000 | -100.0% | -2.97% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -21,000 | -100.0% | -3.08% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -50,000 | -100.0% | -3.09% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -16,000 | -100.0% | -3.13% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -35,000 | -100.0% | -3.38% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -5,000 | -100.0% | -3.65% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -42,000 | -100.0% | -3.77% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -200,000 | -100.0% | -5.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VARONIS SYS INC | 20 | Q3 2023 | 5.9% |
| ON SEMICONDUCTOR CORP | 16 | Q3 2023 | 6.7% |
| META PLATFORMS INC | 15 | Q3 2023 | 8.9% |
| ANALOG DEVICES INC | 14 | Q2 2023 | 5.0% |
| MONGODB INC | 14 | Q2 2023 | 6.9% |
| CADENCE DESIGN SYSTEM INC | 14 | Q3 2023 | 3.1% |
| BROADCOM INC | 13 | Q3 2023 | 4.7% |
| JUNIPER NETWORKS INC | 13 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 12 | Q3 2023 | 6.4% |
| PAYCOM SOFTWARE INC | 12 | Q4 2022 | 6.9% |
View Maytus Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-07 |
View Maytus Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.