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

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PayPal Holdings, Inc.

PYPL|70450Y103

Shares:55.1K

Value:$3.6M

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

Palo Alto Networks Inc

PANW|697435105

Shares:20.0K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$325.0M)

Atlassian Corp

TEAM|049468101

Shares:15.9K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$325.0M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:15.4K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$325.0M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:49.1K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$325.0M)

CELESTICA INC

CLS|15101Q207

Shares:40.0K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$325.0M)

Arista Networks, Inc.

ANET|040413205

Shares:39.8K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$325.0M)

Dayforce, Inc.

DAY|15677J108

Shares:50.8K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.0M)

PDD Holdings Inc.

PDD|722304102

Shares:23.3K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$325.0M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:60.7K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.0M)

Salesforce, Inc.

CRM|79466L302

Shares:9.4K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.0M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:36.0K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.0M)

SentinelOne, Inc.

S|81730H109

Shares:116.1K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$325.0M)

Roblox Corp

RBLX|771049103

Shares:25.0K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$325.0M)

Warner Music Group Corp.

WMG|934550203

Shares:40.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:12.0K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$325.0M)

GLOBALFOUNDRIES Inc.

GFS|G39387108

Shares:23.0K

Value:$848.9K

% of Portfolio:0.3% ($848.9K/$325.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PayPal Holdings, Inc.(PYPLcusip70450Y103)	55.1K	QoQ NEW(+55.1K) YoY -18.97% (-12.9K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.0M)	QoQ NEW(+$3.6M) YoY -21.07% (-$960.2K)
Palo Alto Networks Inc(PANWcusip697435105)	20.0K	QoQ NEW(+20.0K) YoY +150.00% (+12.0K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$325.0M)	QoQ NEW(+$3.4M) YoY +50.14% (+$1.1M)
Atlassian Corp(TEAMcusip049468101)	15.9K	QoQ -20.54% (-4.1K) YoY NEW(+15.9K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$325.0M)	QoQ -30.72% (-$1.5M) YoY NEW(+$3.4M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	15.4K	QoQ -57.68% (-21.0K) YoY -24.98% (-5.1K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$325.0M)	QoQ -52.36% (-$3.5M) YoY +4.70% (-$143.3K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	49.1K	QoQ -24.53% (-15.9K) YoY NEW(+49.1K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$325.0M)	QoQ -45.00% (-$2.6M) YoY NEW(+$3.2M)
CELESTICA INC(CLScusip15101Q207)	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$325.0M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Arista Networks, Inc.(ANETcusip040413205)	39.8K	QoQ NEW(+39.8K) YoY NEW(+39.8K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$325.0M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
Dayforce, Inc.(DAYcusip15677J108)	50.8K	QoQ +37.20% (+13.8K) YoY -21.90% (-14.2K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.0M)	QoQ +10.17% (+$273.4K) YoY -31.19% (-$1.3M)
PDD Holdings Inc.(PDDcusip722304102)	23.3K	QoQ NEW(+23.3K) YoY +29.63% (+5.3K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$325.0M)	QoQ NEW(+$2.8M) YoY +31.97% (+$669.1K)
Robinhood Markets, Inc.(HOODcusip770700102)	60.7K	QoQ NEW(+60.7K) YoY NEW(+60.7K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.0M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Salesforce, Inc.(CRMcusip79466L302)	9.4K	QoQ -67.68% (-19.6K) YoY -47.93% (-8.6K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.0M)	QoQ -74.06% (-$7.2M) YoY -53.61% (-$2.9M)
Trip.com Group Ltd(TCOMcusip89677Q107)	36.0K	QoQ -52.64% (-40.0K) YoY -67.28% (-74.0K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.0M)	QoQ -56.14% (-$2.9M) YoY -52.60% (-$2.5M)
SentinelOne, Inc.(Scusip81730H109)	116.1K	QoQ NEW(+116.1K) YoY +132.21% (+66.1K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$325.0M)	QoQ NEW(+$2.1M) YoY +81.10% (+$945.3K)
Roblox Corp(RBLXcusip771049103)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$325.0M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Warner Music Group Corp.(WMGcusip934550203)	40.0K	QoQ NEW(+40.0K) YoY -33.33% (-20.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.0M)	QoQ NEW(+$1.3M) YoY -36.70% (-$727.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	12.0K	QoQ NEW(+12.0K) YoY -68.42% (-26.0K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$325.0M)	QoQ NEW(+$1.0M) YoY +15.83% (-$138.4K)
GLOBALFOUNDRIES Inc.(GFScusipG39387108)	23.0K	QoQ -82.03% (-105.0K) YoY NEW(+23.0K)	All Managers (Combined)	$848.9K	0.3% ($848.9K/$325.0M)	QoQ -84.54% (-$4.6M) YoY NEW(+$848.9K)