Maytus Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Maytus Capital Management, LLC reported 47 stock positions worth $279.8 million. Its top holding was Meta Platforms Class A (META) at 5.8% of the portfolio, followed by Lam Research (LRCX, 4.3%) and Broadcom (AVGO, 3.7%). Compared with Q1 2024, it opened 18 new positions, sold out of 21, added to 18 and reduced 11. The biggest buy was a new position in Visa Class A (V) and the biggest sale an exit from Mastercard Class A (MA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001708759
- Portfolio Value
- $279.8M (Q2 2024)
- SEC Filing
- 0001420506-24-001255 ↗ filed Aug 5, 2024
Holdings Value
Holdings 47 stocks · $279.8M
| META Meta Platforms Inc. Class A | 5.77% | 32,000 | $16.1M | Add +3.6% |
| LRCX Lam Research Corp. | 4.30% | 11,294 | $12.0M | Reduce -13.1% |
| AVGO Broadcom Inc. | 3.73% | 6,500 | $10.4M | Add +62.5% |
| NXPI NXP Semiconductors NV | 3.73% | 38,736 | $10.4M | Add +121.3% |
| V Visa Inc. Class A | 3.56% | 38,000 | $10.0M | New |
| NET Cloudflare Inc. Class A | 3.48% | 117,500 | $9.7M | Add +117.6% |
| AMAT Applied Materials Inc. | 3.04% | 36,000 | $8.5M | New |
| NOW ServiceNow Inc. | 3.02% | 10,737 | $8.4M | Add +206.8% |
| AMD Advanced Micro Devices | 2.96% | 51,000 | $8.3M | Add +466.7% |
| ADI Analog Devices Inc. | 2.84% | 34,767 | $7.9M | Reduce -44.4% |
| UBER Uber Technologies Inc. | 2.68% | 103,278 | $7.5M | New |
| INTU Intuit Inc. | 2.61% | 11,120 | $7.3M | New |
| WDC Western Digital Corp. | 2.57% | 95,000 | $7.2M | Reduce -17.4% |
| Z Zillow Group Inc. Class C | 2.57% | 155,000 | $7.2M | Add +121.4% |
| CRM Salesforce Inc. | 2.48% | 26,981 | $6.9M | Add +49.9% |
| EXPE Expedia Group Inc. | 2.48% | 55,000 | $6.9M | Add +450.0% |
| XYZ Block Inc. | 2.42% | 105,000 | $6.8M | Add +55.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.37% | 68,000 | $6.6M | New |
| SAP Sap SE-Sponsored ADR | 2.33% | 32,274 | $6.5M | New |
| DDOG Datadog Inc. Class A | 2.32% | 50,000 | $6.5M | Add +53.9% |
| ZS Zscaler Inc. | 2.30% | 33,500 | $6.4M | New |
| SNPS Synopsys Inc. | 2.20% | 10,329 | $6.1M | Add +29.1% |
| QRVO Qorvo Inc. | 2.03% | 49,000 | $5.7M | New |
| SPOT Spotify Technology SA | 2.02% | 18,000 | $5.6M | Reduce -10.0% |
| HPE Hewlett Packard Enterprise | 1.97% | 260,000 | $5.5M | New |
| ABNB Airbnb Inc. Class A | 1.93% | 35,658 | $5.4M | New |
| AAPL Apple Inc. | 1.88% | 25,000 | $5.3M | Reduce -44.4% |
| ANET Arista Networks Inc. | 1.88% | 15,000 | $5.3M | New |
| PANW Palo Alto Networks Inc. | 1.88% | 15,500 | $5.3M | Add +93.8% |
| DELL Dell Technologies -C | 1.87% | 38,000 | $5.2M | Add +11.8% |
| JD Jd.com Inc.-ADR | 1.67% | 180,721 | $4.7M | Add +351.8% |
| NVDA Nvidia Corp. | 1.66% | 37,500 | $4.6M | Reduce -77.9% |
| MDB Mongodb Inc. | 1.52% | 17,000 | $4.2M | New |
| NFLX Netflix Inc. | 1.46% | 6,040 | $4.1M | New |
| GFS Globalfoundries Inc. | 1.45% | 80,000 | $4.0M | New |
| CYBR Cyberark Software Ltd./Israel | 1.39% | 14,200 | $3.9M | Add +67.1% |
| S Sentinelone Inc. Class A | 1.35% | 180,000 | $3.8M | Add +260.0% |
| OKTA Okta Inc. | 1.25% | 37,274 | $3.5M | New |
| ON On Semiconductor | 1.22% | 50,000 | $3.4M | New |
| HUBS HubSpot Inc. | 1.22% | 5,800 | $3.4M | Add +190.0% |
| ACN Accenture PLC Class A | 0.98% | 9,000 | $2.7M | New |
| DAY Dayforce Inc. | 0.90% | 50,790 | $2.5M | Reduce -21.9% |
| TCOM Trip.com Group Ltd.-ADR | 0.88% | 52,317 | $2.5M | Reduce -52.4% |
| GOOGL Alphabet Inc. Class A | 0.65% | 10,000 | $1.8M | Reduce -80.2% |
| PDD PDD Holdings Inc. | 0.48% | 10,000 | $1.3M | Reduce -44.4% |
| GPN Global Payments Inc. | 0.43% | 12,500 | $1.2M | New |
| VRNS Varonis Systems Inc. | 0.31% | 18,100 | $868K | Reduce -9.5% |
Portfolio Sells Q1 2024 → Q2 2024
| MA Mastercard Inc. Class A | Sold out | 0.00% | −6.33 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −4.99 |
| NVDA Nvidia Corp. | Reduce -77.9% | 1.66% | −4.86 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −2.88 |
| GOOGL Alphabet Inc. Class A | Reduce -80.2% | 0.65% | −2.58 |
| ADI Analog Devices Inc. | Reduce -44.4% | 2.84% | −2.40 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −2.18 |
| CART Maplebear Inc. | Sold out | 0.00% | −2.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −2.12 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −1.93 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −1.75 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.56 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −1.45 |
| AAPL Apple Inc. | Reduce -44.4% | 1.88% | −1.39 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.29 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -52.4% | 0.88% | −1.17 |
| LRCX Lam Research Corp. | Reduce -13.1% | 4.30% | −1.06 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.05 |
| DAY Dayforce Inc. | Reduce -21.9% | 0.90% | −0.92 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.89 |
| ESTC Elastic NV | Sold out | 0.00% | −0.85 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.84 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.80 |
| WDC Western Digital Corp. | Reduce -17.4% | 2.57% | −0.75 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.73 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.69 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.55 |
| PDD PDD Holdings Inc. | Reduce -44.4% | 0.48% | −0.41 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.37 |
| U Unity Software Inc. | Sold out | 0.00% | −0.34 |
| SPOT Spotify Technology SA | Reduce -10.0% | 2.02% | −0.22 |
| VRNS Varonis Systems Inc. | Reduce -9.5% | 0.31% | −0.09 |
Portfolio Buys Q1 2024 → Q2 2024
| V Visa Inc. Class A | New | 3.56% | +3.56 |
| AMAT Applied Materials Inc. | New | 3.04% | +3.04 |
| UBER Uber Technologies Inc. | New | 2.68% | +2.68 |
| INTU Intuit Inc. | New | 2.61% | +2.61 |
| TTD Trade Desk Inc./the Class A | New | 2.37% | +2.37 |
| SAP Sap SE-Sponsored ADR | New | 2.33% | +2.33 |
| ZS Zscaler Inc. | New | 2.30% | +2.30 |
| AMD Advanced Micro Devices | Add +466.7% | 2.96% | +2.27 |
| QRVO Qorvo Inc. | New | 2.03% | +2.03 |
| HPE Hewlett Packard Enterprise | New | 1.97% | +1.97 |
| ABNB Airbnb Inc. Class A | New | 1.93% | +1.93 |
| EXPE Expedia Group Inc. | Add +450.0% | 2.48% | +1.89 |
| NOW ServiceNow Inc. | Add +206.8% | 3.02% | +1.89 |
| NXPI NXP Semiconductors NV | Add +121.3% | 3.73% | +1.89 |
| ANET Arista Networks Inc. | New | 1.88% | +1.88 |
| MDB Mongodb Inc. | New | 1.52% | +1.52 |
| AVGO Broadcom Inc. | Add +62.5% | 3.73% | +1.48 |
| NFLX Netflix Inc. | New | 1.46% | +1.46 |
| GFS Globalfoundries Inc. | New | 1.45% | +1.45 |
| NET Cloudflare Inc. Class A | Add +117.6% | 3.48% | +1.26 |
| OKTA Okta Inc. | New | 1.25% | +1.25 |
| ON On Semiconductor | New | 1.22% | +1.22 |
| JD Jd.com Inc.-ADR | Add +351.8% | 1.67% | +1.20 |
| Z Zillow Group Inc. Class C | Add +121.4% | 2.57% | +1.12 |
| ACN Accenture PLC Class A | New | 0.98% | +0.98 |
| PANW Palo Alto Networks Inc. | Add +93.8% | 1.88% | +0.91 |
| S Sentinelone Inc. Class A | Add +260.0% | 1.35% | +0.86 |
| HUBS HubSpot Inc. | Add +190.0% | 1.22% | +0.69 |
| DDOG Datadog Inc. Class A | Add +53.9% | 2.32% | +0.61 |
| GPN Global Payments Inc. | New | 0.43% | +0.43 |
| CYBR Cyberark Software Ltd./Israel | Add +67.1% | 1.39% | +0.43 |
| SNPS Synopsys Inc. | Add +29.1% | 2.20% | +0.26 |
| DELL Dell Technologies -C | Add +11.8% | 1.87% | +0.23 |
| CRM Salesforce Inc. | Add +49.9% | 2.48% | +0.18 |
| XYZ Block Inc. | Add +55.6% | 2.42% | −0.00 |
| META Meta Platforms Inc. Class A | Add +3.6% | 5.77% | −0.59 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $635.7M | AMAT, STX, TXN, MU, STM |
| Q1 2026 | 62 | $561.9M | V, TXN, AMAT, ASML, T |
| Q4 2025 | 61 | $423.2M | V, T, WDC, NVDA, AMAT |
| Q3 2025 | 65 | $466.2M | MA, IWM, WDC, MSFT, EWY |
| Q2 2025 | 65 | $542.9M | MA, MSFT, NVDA, META, AVGO |
| Q1 2025 | 57 | $325.0M | MA, LRCX, META, NXPI, ADI |
| Q4 2024 | 49 | $286.2M | AMZN, LRCX, MSFT, MA, ADI |
| Q3 2024 | 50 | $284.4M | META, NOW, PYPL, AMAT, SPOT |
| Q2 2024 | 47 | $279.8M | META, LRCX, AVGO, NXPI, V |
| Q1 2024 | 50 | $235.9M | NVDA, META, MA, LRCX, ADI |