MC
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Maytus Capital Management, LLC13F | |
| Maytus Capital Management, LLC | |
| Last update 2024-11-14 | 50 Stocks (25 new) |
| Value $284.00 Mil | Turnover 50 % |
Maytus Capital Management, LLC... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 26,800 | 15,341.4 | -16.25% | 5.390 | -0.94% | 0.000 | +18.36% | +75.79% | 1,566,066.5 | Interactive Media | |
NOW | ServiceNow Inc | 16,500 | 14,757.4 | +53.67% | 5.190 | +1.81% | 0.010 | +27.55% | +58.69% | 231,302.0 | Software | |
PYPL | PayPal Holdings Inc | 140,000 | 10,924.2 | New Holding | 3.840 | +3.84% | 0.010 | +29.84% | +48.22% | 91,251.1 | Credit Services | |
AMAT | Applied Materials Inc | 52,000 | 10,506.6 | +44.44% | 3.690 | +1.14% | 0.010 | -9.93% | +5.31% | 137,797.5 | Semiconductors | |
SPOT | Spotify Technology SA | 28,000 | 10,318.8 | +55.56% | 3.630 | +1.30% | 0.010 | +43.03% | +157.20% | 97,666.6 | Interactive Media | |
AMD | Advanced Micro Devices Inc | 61,500 | 10,090.9 | +20.59% | 3.550 | +0.61% | 0.000 | -16.68% | -13.91% | 205,950.5 | Semiconductors | |
SAP | SAP SE | 42,500 | 9,736.8 | +31.68% | 3.420 | +0.82% | 0.000 | +14.47% | +65.91% | 295,474.5 | Software | |
ANET | Arista Networks Inc | 100,000 | 9,595.5 | +66.67% | 3.370 | +1.35% | 0.010 | +24.94% | +90.85% | 141,559.2 | Hardware | |
Z | Zillow Group Inc | 150,000 | 9,577.5 | -3.23% | 3.370 | -0.08% | 0.060 | +33.80% | +38.14% | 18,481.3 | Interactive Media | |
NXPI | NXP Semiconductors NV | 35,000 | 8,400.4 | -9.64% | 2.950 | -0.36% | 0.010 | -5.26% | -3.99% | 55,111.1 | Semiconductors |
Maytus Capital Management, LLC's Historical Top Holdings Breakdowns
Maytus Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2022-12-31 | New Buy | +8.33% | 11.23 ($14.67) 18.07 | $134.25 | 815.13% | New holding | 505,000 | 50,500 | |
META | Meta Platforms Inc | 2022-12-31 | New Buy | +6.52% | 88.91 ($117.43) 140.28 | $620.35 | 428.27% | New holding | 48,000 | 48,000 | |
MSFT | Microsoft Corp | 2023-12-31 | Sold Out | -6.42% | 313.39 ($355.93) 382.7 | $447.27 | 25.66% | Sold Out | 0 | -36,500 | |
MA | Mastercard Inc | 2024-03-31 | New Buy | +6.33% | 418.77 ($457.15) 488.64 | $529.00 | 15.72% | New holding | 31,000 | 31,000 | |
MA | Mastercard Inc | 2024-06-30 | Sold Out | -6.33% | 441.1 ($455.54) 479.43 | $529.00 | 16.13% | Sold Out | 0 | -31,000 | |
MA | Mastercard Inc | 2023-03-31 | Sold Out | -6.28% | 344.71 ($363.23) 382.39 | $529.00 | 45.64% | Sold Out | 0 | -16,000 | |
PANW | Palo Alto Networks Inc | 2022-12-31 | Sold Out | -5.25% | 137.33 ($160.59) 178.4 | $196.56 | 22.40% | Sold Out | 0 | -36,000 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -5.07% | 76.2 ($101.1) 135.58 | $134.25 | 32.79% | Reduce -77.94% | 37,500 | -132,500 | |
MSFT | Microsoft Corp | 2024-03-31 | New Buy | +4.99% | 367.75 ($404.82) 429.37 | $447.27 | 10.49% | New holding | 28,000 | 28,000 | |
MSFT | Microsoft Corp | 2024-06-30 | Sold Out | -4.99% | 389.33 ($422.32) 452.85 | $447.27 | 5.91% | Sold Out | 0 | -28,000 |
Maytus Capital Management, LLC Total Holding History ($B)
Maytus Capital Management, LLC's Asset Allocation
Maytus Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Maytus Capital Management, LLC's Hypothetical Growth since 2024-09-30
Maytus Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Maytus Capital Management, LLC's Holdings Heat Map
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Maytus Capital Management, LLC's Holdings Bubble Chart
Maytus Capital Management, LLC News
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