$364 Million is the total value of Maytus Capital Management, LLC's 45 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $15,454,000 | – | 32,500 | +100.0% | 4.24% | – |
| FTNT | New | FORTINET INC | $14,145,000 | – | 250,000 | +100.0% | 3.88% | – |
| AMZN | New | AMAZON COM INC | $13,807,000 | – | 130,000 | +100.0% | 3.79% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $13,587,000 | – | 72,500 | +100.0% | 3.73% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $13,296,000 | – | 400,000 | +100.0% | 3.65% | – |
| FB | New | META PLATFORMS INCcl a | $12,094,000 | – | 75,000 | +100.0% | 3.32% | – |
| QRVO | New | QORVO INC | $6,367,000 | – | 67,500 | +100.0% | 1.75% | – |
| TXN | New | TEXAS INSTRS INC | $4,994,000 | – | 32,500 | +100.0% | 1.37% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $4,621,000 | – | 100,000 | +100.0% | 1.27% | – |
| ACN | New | ACCENTURE PLC IRELAND | $3,887,000 | – | 14,000 | +100.0% | 1.07% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,773,000 | – | 10,000 | +100.0% | 1.04% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $3,265,000 | – | 75,000 | +100.0% | 0.90% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $3,239,000 | – | 30,000 | +100.0% | 0.89% | – |
| CSCO | New | CISCO SYS INC | $2,558,000 | – | 60,000 | +100.0% | 0.70% | – |
| IQ | New | IQIYI INCsponsored ads | $1,680,000 | – | 400,000 | +100.0% | 0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.