Maytus Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Maytus Capital Management, LLC reported 50 stock positions worth $284.4 million. Its top holding was Meta Platforms Class A (META) at 5.4% of the portfolio, followed by ServiceNow (NOW, 5.2%) and PayPal (PYPL, 3.8%). Compared with Q2 2024, it opened 25 new positions, sold out of 22, added to 16 and reduced 9. The biggest buy was a new position in PayPal (PYPL) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001708759
- Portfolio Value
- $284.4M (Q3 2024)
- SEC Filing
- 0001420506-24-002415 ↗ filed Nov 14, 2024
Holdings Value
Holdings 50 stocks · $284.4M
| META Meta Platforms Inc. Class A | 5.39% | 26,800 | $15.3M | Reduce -16.3% |
| NOW ServiceNow Inc. | 5.19% | 16,500 | $14.8M | Add +53.7% |
| PYPL PayPal Holdings Inc. | 3.84% | 140,000 | $10.9M | New |
| AMAT Applied Materials Inc. | 3.69% | 52,000 | $10.5M | Add +44.4% |
| SPOT Spotify Technology SA | 3.63% | 28,000 | $10.3M | Add +55.6% |
| AMD Advanced Micro Devices | 3.55% | 61,500 | $10.1M | Add +20.6% |
| SAP Sap SE-Sponsored ADR | 3.42% | 42,500 | $9.7M | Add +31.7% |
| ANET Arista Networks Inc. | 3.37% | 25,000 | $9.6M | Add +66.7% |
| Z Zillow Group Inc. Class C | 3.37% | 150,000 | $9.6M | Reduce -3.2% |
| NXPI NXP Semiconductors NV | 2.95% | 35,000 | $8.4M | Reduce -9.6% |
| TXN Texas Instruments Inc. | 2.91% | 40,000 | $8.3M | New |
| EXPE Expedia Group Inc. | 2.73% | 52,500 | $7.8M | Reduce -4.5% |
| ON On Semiconductor | 2.68% | 105,000 | $7.6M | Add +110.0% |
| TTWO Take-Two Interactive Softwre | 2.46% | 45,500 | $7.0M | New |
| INTC Intel Corp. | 2.42% | 293,000 | $6.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 2.27% | 23,000 | $6.5M | New |
| FTNT Fortinet Inc. | 2.25% | 82,500 | $6.4M | New |
| TEAM Atlassian Corp. Class A | 2.23% | 40,000 | $6.4M | New |
| DDOG Datadog Inc. Class A | 2.23% | 55,000 | $6.3M | Add +10.0% |
| NVDA Nvidia Corp. | 2.14% | 50,000 | $6.1M | Add +33.3% |
| MDB Mongodb Inc. | 2.00% | 21,000 | $5.7M | Add +23.5% |
| DELL Dell Technologies -C | 1.96% | 47,000 | $5.6M | Add +23.7% |
| CSCO Cisco Systems Inc. | 1.87% | 100,000 | $5.3M | New |
| CART Maplebear Inc. | 1.79% | 125,000 | $5.1M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.78% | 85,000 | $5.1M | Add +62.5% |
| PINS Pinterest Inc. Class A | 1.71% | 150,000 | $4.9M | New |
| NET Cloudflare Inc. Class A | 1.71% | 60,000 | $4.9M | Reduce -48.9% |
| V Visa Inc. Class A | 1.64% | 17,000 | $4.7M | Reduce -55.3% |
| RDDT Reddit Inc. Class A | 1.62% | 70,000 | $4.6M | New |
| GPN Global Payments Inc. | 1.51% | 42,000 | $4.3M | Add +236.0% |
| HUBS HubSpot Inc. | 1.31% | 7,000 | $3.7M | Add +20.7% |
| JD Jd.com Inc.-ADR | 1.27% | 90,000 | $3.6M | Reduce -50.2% |
| S Sentinelone Inc. Class A | 1.26% | 150,000 | $3.6M | Reduce -16.7% |
| DKNG Draftkings Inc. Class A | 1.24% | 90,000 | $3.5M | New |
| GFS Globalfoundries Inc. | 1.20% | 85,000 | $3.4M | Add +6.3% |
| ORCL Oracle Corp. | 1.20% | 20,000 | $3.4M | New |
| W Wayfair Inc. Class A | 1.19% | 60,000 | $3.4M | New |
| CTSH Cognizant Tech Solutions-A | 1.15% | 42,500 | $3.3M | New |
| DT Dynatrace Inc. | 1.13% | 60,000 | $3.2M | New |
| OKTA Okta Inc. | 1.10% | 42,000 | $3.1M | Add +12.7% |
| MU Micron Technology Inc. | 1.09% | 30,000 | $3.1M | New |
| HPE Hewlett Packard Enterprise | 0.97% | 135,000 | $2.8M | Reduce -48.1% |
| ADSK Autodesk Inc. | 0.97% | 10,000 | $2.8M | New |
| GLW Corning Inc. | 0.95% | 60,000 | $2.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.85% | 13,900 | $2.4M | New |
| BIDU Baidu Inc. - Spon ADR | 0.80% | 21,500 | $2.3M | New |
| TOST Toast Inc. Class A | 0.60% | 60,000 | $1.7M | New |
| U Unity Software Inc. | 0.52% | 65,000 | $1.5M | New |
| MELI MercadoLibre Inc. | 0.47% | 650 | $1.3M | New |
| CIEN Ciena Corp. | 0.43% | 20,000 | $1.2M | New |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −4.30 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −3.73 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −2.84 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −2.68 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.61 |
| WDC Western Digital Corp. | Sold out | 0.00% | −2.57 |
| CRM Salesforce Inc. | Sold out | 0.00% | −2.48 |
| XYZ Block Inc. | Sold out | 0.00% | −2.42 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −2.37 |
| ZS Zscaler Inc. | Sold out | 0.00% | −2.30 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −2.20 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −2.03 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −1.93 |
| V Visa Inc. Class A | Reduce -55.3% | 1.64% | −1.92 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.88 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.88 |
| NET Cloudflare Inc. Class A | Reduce -48.9% | 1.71% | −1.77 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.46 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.39 |
| HPE Hewlett Packard Enterprise | Reduce -48.1% | 0.97% | −1.00 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.98 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.90 |
| NXPI NXP Semiconductors NV | Reduce -9.6% | 2.95% | −0.77 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.65 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.48 |
| JD Jd.com Inc.-ADR | Reduce -50.2% | 1.27% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -16.3% | 5.39% | −0.37 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.31 |
| S Sentinelone Inc. Class A | Reduce -16.7% | 1.26% | −0.09 |
| EXPE Expedia Group Inc. | Reduce -4.5% | 2.73% | +0.26 |
| Z Zillow Group Inc. Class C | Reduce -3.2% | 3.37% | +0.80 |
Portfolio Buys Q2 2024 → Q3 2024
| PYPL PayPal Holdings Inc. | New | 3.84% | +3.84 |
| TXN Texas Instruments Inc. | New | 2.91% | +2.91 |
| TTWO Take-Two Interactive Softwre | New | 2.46% | +2.46 |
| INTC Intel Corp. | New | 2.42% | +2.42 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 2.27% | +2.27 |
| FTNT Fortinet Inc. | New | 2.25% | +2.25 |
| TEAM Atlassian Corp. Class A | New | 2.23% | +2.23 |
| NOW ServiceNow Inc. | Add +53.7% | 5.19% | +2.17 |
| CSCO Cisco Systems Inc. | New | 1.87% | +1.87 |
| CART Maplebear Inc. | New | 1.79% | +1.79 |
| PINS Pinterest Inc. Class A | New | 1.71% | +1.71 |
| RDDT Reddit Inc. Class A | New | 1.62% | +1.62 |
| SPOT Spotify Technology SA | Add +55.6% | 3.63% | +1.61 |
| ANET Arista Networks Inc. | Add +66.7% | 3.37% | +1.50 |
| ON On Semiconductor | Add +110.0% | 2.68% | +1.46 |
| DKNG Draftkings Inc. Class A | New | 1.24% | +1.24 |
| ORCL Oracle Corp. | New | 1.20% | +1.20 |
| W Wayfair Inc. Class A | New | 1.19% | +1.19 |
| CTSH Cognizant Tech Solutions-A | New | 1.15% | +1.15 |
| DT Dynatrace Inc. | New | 1.13% | +1.13 |
| SAP Sap SE-Sponsored ADR | Add +31.7% | 3.42% | +1.10 |
| MU Micron Technology Inc. | New | 1.09% | +1.09 |
| GPN Global Payments Inc. | Add +236.0% | 1.51% | +1.08 |
| ADSK Autodesk Inc. | New | 0.97% | +0.97 |
| GLW Corning Inc. | New | 0.95% | +0.95 |
| TCOM Trip.com Group Ltd.-ADR | Add +62.5% | 1.78% | +0.90 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.85% | +0.85 |
| BIDU Baidu Inc. - Spon ADR | New | 0.80% | +0.80 |
| AMAT Applied Materials Inc. | Add +44.4% | 3.69% | +0.66 |
| TOST Toast Inc. Class A | New | 0.60% | +0.60 |
| AMD Advanced Micro Devices | Add +20.6% | 3.55% | +0.59 |
| U Unity Software Inc. | New | 0.52% | +0.52 |
| NVDA Nvidia Corp. | Add +33.3% | 2.14% | +0.48 |
| MDB Mongodb Inc. | Add +23.5% | 2.00% | +0.48 |
| MELI MercadoLibre Inc. | New | 0.47% | +0.47 |
| CIEN Ciena Corp. | New | 0.43% | +0.43 |
| DELL Dell Technologies -C | Add +23.7% | 1.96% | +0.09 |
| HUBS HubSpot Inc. | Add +20.7% | 1.31% | +0.09 |
| DDOG Datadog Inc. Class A | Add +10.0% | 2.23% | −0.09 |
| OKTA Okta Inc. | Add +12.7% | 1.10% | −0.15 |
| GFS Globalfoundries Inc. | Add +6.3% | 1.20% | −0.24 |
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 |