$234 Million is the total value of Maytus Capital Management, LLC's 36 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $14,586,000 | – | 26,500 | +100.0% | 6.24% | – |
| QRVO | New | QORVO INC | $10,808,000 | – | 65,000 | +100.0% | 4.62% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $10,753,000 | – | 21,500 | +100.0% | 4.60% | – |
| INTU | New | INTUIT | $10,066,000 | – | 26,500 | +100.0% | 4.30% | – |
| OKTA | New | OKTA INCcl a | $8,263,000 | – | 32,500 | +100.0% | 3.53% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $6,682,000 | – | 180,000 | +100.0% | 2.86% | – |
| WDC | New | WESTERN DIGITAL CORP. | $6,647,000 | – | 120,000 | +100.0% | 2.84% | – |
| LRCX | New | LAM RESEARCH CORP | $4,723,000 | – | 10,000 | +100.0% | 2.02% | – |
| BIDU | New | BAIDU INCspon adr rep a | $4,541,000 | – | 21,000 | +100.0% | 1.94% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $4,462,000 | – | 12,500 | +100.0% | 1.91% | – |
| WEX | New | WEX INC | $4,071,000 | – | 20,000 | +100.0% | 1.74% | – |
| ANET | New | ARISTA NETWORKS INC | $4,068,000 | – | 14,000 | +100.0% | 1.74% | – |
| TCOM | New | TRIP COM GROUP LTDads | $3,373,000 | – | 100,000 | +100.0% | 1.44% | – |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $3,066,000 | – | 16,500 | +100.0% | 1.31% | – |
| INTC | New | INTEL CORP | $2,242,000 | – | 45,000 | +100.0% | 0.96% | – |
| NIO | New | NIO INCspon ads | $1,219,000 | – | 25,000 | +100.0% | 0.52% | – |
| XPEV | New | XPENG INCads | $1,071,000 | – | 25,000 | +100.0% | 0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-12 |
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.