$432 Million is the total value of Maytus Capital Management, LLC's 50 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $20,447,000 | – | 31,500 | +100.0% | 4.74% | – |
| DDOG | New | DATADOG INC | $19,592,000 | – | 110,000 | +100.0% | 4.54% | – |
| ESTC | New | ELASTIC N V | $14,155,000 | – | 115,000 | +100.0% | 3.28% | – |
| SPLK | New | SPLUNK INC | $13,308,000 | – | 115,000 | +100.0% | 3.08% | – |
| MU | New | MICRON TECHNOLOGY INC | $11,178,000 | – | 120,000 | +100.0% | 2.59% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $11,090,000 | – | 125,000 | +100.0% | 2.57% | – |
| SNOW | New | SNOWFLAKE INCcl a | $10,163,000 | – | 30,000 | +100.0% | 2.35% | – |
| COUP | New | COUPA SOFTWARE INC | $9,483,000 | – | 60,000 | +100.0% | 2.20% | – |
| JNPR | New | JUNIPER NETWORKS INC | $8,267,000 | – | 231,510 | +100.0% | 1.92% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $7,403,000 | – | 32,500 | +100.0% | 1.72% | – |
| NVDA | New | NVIDIA CORPORATION | $6,765,000 | – | 23,000 | +100.0% | 1.57% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $6,562,000 | – | 75,000 | +100.0% | 1.52% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $6,530,000 | – | 75,000 | +100.0% | 1.51% | – |
| S | New | SENTINELONE INCcl a | $6,059,000 | – | 120,000 | +100.0% | 1.40% | – |
| NFLX | New | NETFLIX INC | $6,024,000 | – | 10,000 | +100.0% | 1.40% | – |
| TTD | New | THE TRADE DESK INC | $5,498,000 | – | 60,000 | +100.0% | 1.27% | – |
| New | TDCX INCads | $5,250,000 | – | 274,137 | +100.0% | 1.22% | – | |
| COIN | New | COINBASE GLOBAL INC | $5,047,000 | – | 20,000 | +100.0% | 1.17% | – |
| WIX | New | WIX COM LTD | $4,734,000 | – | 30,000 | +100.0% | 1.10% | – |
| ROKU | New | ROKU INC | $3,423,000 | – | 15,000 | +100.0% | 0.79% | – |
| PYPL | New | PAYPAL HLDGS INC | $3,394,000 | – | 18,000 | +100.0% | 0.79% | – |
| ETSY | New | ETSY INC | $2,627,000 | – | 12,000 | +100.0% | 0.61% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $1,710,000 | – | 85,000 | +100.0% | 0.40% | – |
| WDC | New | WESTERN DIGITAL CORP. | $1,630,000 | – | 25,000 | +100.0% | 0.38% | – |
| SNAP | New | SNAP INCcl a | $1,176,000 | – | 25,000 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
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.