Maytus-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "HOOD",
  "SNOW",
  "MU",
  "ACN",
  "BABA",
  null,
  "TEAM",
  "AVGO",
  "APP",
  "CLS",
  "BIDU",
  "GFS",
  "INTU",
  "META",
  "LRCX",
  "MA",
  "DUOL",
  "ANET",
  "KLAC",
  "PAYX",
  "PANW",
  "PYPL",
  "NVDA",
  "INTC",
  "PLTR",
  "SAP",
  null,
  "LITE",
  "WMG",
  "AMD",
  "FI",
  "FTNT",
  "AMZN",
  "TTWO",
  "PDD",
  "WDC",
  "Z",
  "CART",
  "CHKP",
  "JNPR",
  "NXPI",
  "MNDY",
  "OKTA",
  "TCOM",
  "CRM",
  "SWKS",
  "RBLX",
  "S",
  "STM",
  "CSCO",
  "NET",
  "CYBR",
  "DAY",
  "ADI",
  "DIS",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 57
Total Value: 324981798
Accession Number: 0001420506-25-001158
Form Type: 13F-HR
CIK: maytus-capital-management
Manager Name: Maytus-Capital-Management

Data Enrichment

96% identified

55 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $325.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 3

Sort by:

monday.com Ltd.

MNDY|M7S64H106

Shares:22.4K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$325.0M)

Lumentum Holdings Inc.

LITE|55024U109

Shares:83.5K

Value:$5.2M

% of Portfolio:1.6% ($5.2M/$325.0M)

NVIDIA CORP

NVDA|67066G104

Shares:46.8K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$325.0M)

Accenture plc

ACN|G1151C101

Shares:16.1K

Value:$5.0M

% of Portfolio:1.5% ($5.0M/$325.0M)

Snowflake Inc.

SNOW|833445109

Shares:33.2K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$325.0M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:120.0K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$325.0M)

AppLovin Corp

APP|03831W108

Shares:18.0K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$325.0M)

Duolingo, Inc.

DUOL|26603R106

Shares:15.0K

Value:$4.7M

% of Portfolio:1.4% ($4.7M/$325.0M)

Okta, Inc.

OKTA|679295105

Shares:43.0K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$325.0M)

AMAZON COM INC

AMZN|023135106

Shares:23.7K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$325.0M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:13.1K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$325.0M)

STMicroelectronics N.V.

STM|861012102

Shares:200.7K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$325.0M)

Baidu, Inc.

BIDU|056752108

Shares:47.1K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$325.0M)

Walt Disney Co

DIS|254687106

Shares:41.7K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$325.0M)

PAYCHEX INC

PAYX|704326107

Shares:26.1K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.0M)

JUNIPER NETWORKS INC

JNPR|48203R104

Shares:108.1K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$325.0M)

Broadcom Inc.

AVGO|11135F101

Shares:23.0K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$325.0M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:35.6K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$325.0M)

G3643J108

Shares:16.4K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$325.0M)

Maplebear Inc.

CART|565394103

Shares:90.3K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$325.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
monday.com Ltd.(MNDYcusipM7S64H106)	22.4K	QoQ NEW(+22.4K) YoY NEW(+22.4K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$325.0M)	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)
Lumentum Holdings Inc.(LITEcusip55024U109)	83.5K	QoQ +178.37% (+53.5K) YoY NEW(+83.5K)	All Managers (Combined)	$5.2M	1.6% ($5.2M/$325.0M)	QoQ +106.71% (+$2.7M) YoY NEW(+$5.2M)
NVIDIA CORP(NVDAcusip67066G104)	46.8K	QoQ +10.06% (-4.3K) YoY +175.16% (-29.8K)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$325.0M)	QoQ -11.17% (-$637.5K) YoY -66.99% (-$10.3M)
Accenture plc(ACNcusipG1151C101)	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$5.0M	1.5% ($5.0M/$325.0M)	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
Snowflake Inc.(SNOWcusip833445109)	33.2K	QoQ -57.10% (-44.3K) YoY +7.22% (-2.2K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$325.0M)	QoQ -59.40% (-$7.1M) YoY -3.01% (-$151.2K)
WESTERN DIGITAL CORP(WDCcusip958102105)	120.0K	QoQ +84.65% (+55.0K) YoY +4.37% (-5.0K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$325.0M)	QoQ +25.20% (+$976.7K) YoY -38.16% (-$3.0M)
AppLovin Corp(APPcusip03831W108)	18.0K	QoQ +111.76% (+9.5K) YoY NEW(+18.0K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$325.0M)	QoQ +73.27% (+$2.0M) YoY NEW(+$4.8M)
Duolingo, Inc.(DUOLcusip26603R106)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$4.7M	1.4% ($4.7M/$325.0M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Okta, Inc.(OKTAcusip679295105)	43.0K	QoQ +13.22% (+5.0K) YoY NEW(+43.0K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$325.0M)	QoQ +51.18% (+$1.5M) YoY NEW(+$4.5M)
AMAZON COM INC(AMZNcusip023135106)	23.7K	QoQ -68.43% (-51.3K) YoY NEW(+23.7K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$325.0M)	QoQ -72.62% (-$11.9M) YoY NEW(+$4.5M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	13.1K	QoQ NEW(+13.1K) YoY +53.72% (+4.6K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$325.0M)	QoQ NEW(+$4.4M) YoY +95.61% (+$2.2M)
STMicroelectronics N.V.(STMcusip861012102)	200.7K	QoQ NEW(+200.7K) YoY NEW(+200.7K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$325.0M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Baidu, Inc.(BIDUcusip056752108)	47.1K	QoQ -41.14% (-32.9K) YoY +135.40% (+27.1K)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$325.0M)	QoQ -35.75% (-$2.4M) YoY +105.77% (+$2.2M)
Walt Disney Co(DIScusip254687106)	41.7K	QoQ -24.12% (-13.3K) YoY +39.10% (+11.7K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$325.0M)	QoQ -32.74% (-$2.0M) YoY +12.20% (+$448.0K)
PAYCHEX INC(PAYXcusip704326107)	26.1K	QoQ +30.58% (+6.1K) YoY NEW(+26.1K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$325.0M)	QoQ +43.67% (+$1.2M) YoY NEW(+$4.0M)
JUNIPER NETWORKS INC(JNPRcusip48203R104)	108.1K	QoQ NEW(+108.1K) YoY NEW(+108.1K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$325.0M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Broadcom Inc.(AVGOcusip11135F101)	23.0K	QoQ NEW(+23.0K) YoY +475.00% (-19.0K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$325.0M)	QoQ NEW(+$3.9M) YoY -27.36% (-$1.5M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	35.6K	QoQ NEW(+35.6K) YoY +295.01% (+26.6K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$325.0M)	QoQ NEW(+$3.7M) YoY +124.85% (+$2.0M)
(cusipG3643J108)✕	16.4K	QoQ +42.68% (+4.9K) YoY NEW(+16.4K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.0M)	QoQ +22.31% (+$663.2K) YoY NEW(+$3.6M)
Maplebear Inc.(CARTcusip565394103)	90.3K	QoQ -40.49% (-61.5K) YoY -33.07% (-44.6K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.0M)	QoQ -42.69% (-$2.7M) YoY -28.40% (-$1.4M)