Maytus Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 106,970 | +106,970 | 0 | 25,882,461 | 5.55% | +25,882,461 |
| WESTERN DIGITAL CORP(WDC) | 108,618 | 194,131 | +85,513 | 6,950,466 | 23,307,368 | 5.00% | +16,356,902 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 203,779 | +203,779 | 0 | 13,086,687 | 2.81% | +13,086,687 |
| APPLE INC(AAPL) | 0 | 51,210 | +51,210 | 0 | 13,039,602 | 2.80% | +13,039,602 |
| AT&T INC(T) | 0 | 449,711 | +449,711 | 0 | 12,699,839 | 2.72% | +12,699,839 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 51,761 | +51,761 | 0 | 10,539,575 | 2.26% | +10,539,575 |
| ASML HOLDING N V | 0 | 10,800 | +10,800 | 0 | 10,455,372 | 2.24% | +10,455,372 |
| MICRON TECHNOLOGY INC(MU) | 0 | 62,000 | +62,000 | 0 | 10,373,840 | 2.23% | +10,373,840 |
| ALIBABA GROUP HLDG LTD(BABA) | 29,931 | 75,594 | +45,663 | 3,394,475 | 13,510,916 | 2.90% | +10,116,441 |
| SERVICENOW INC(NOW) | 2,674 | 12,146 | +9,472 | 2,749,086 | 11,177,721 | 2.40% | +8,428,635 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 120,000 | 423,973 | +303,973 | 2,454,000 | 10,412,777 | 2.23% | +7,958,777 |
| CORNING INC(GLW) | 0 | 94,000 | +94,000 | 0 | 7,710,820 | 1.65% | +7,710,820 |
| SNOWFLAKE INC(SNOW) | 0 | 32,192 | +32,192 | 0 | 7,260,906 | 1.56% | +7,260,906 |
| ISHARES INC | 129,140 | 201,270 | +72,130 | 9,269,669 | 16,121,727 | 3.46% | +6,852,058 |
| ROBLOX CORP(RBLX) | 0 | 49,200 | +49,200 | 0 | 6,815,184 | 1.46% | +6,815,184 |
| GLOBALFOUNDRIES INC(GFS) | 0 | 190,000 | +190,000 | 0 | 6,809,600 | 1.46% | +6,809,600 |
| ALPHABET INC(GOOG) | 0 | 27,000 | +27,000 | 0 | 6,563,700 | 1.41% | +6,563,700 |
| AUTODESK INC | 0 | 20,400 | +20,400 | 0 | 6,480,468 | 1.39% | +6,480,468 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 1,200 | +1,200 | 0 | 6,479,124 | 1.39% | +6,479,124 |
| QORVO INC(QRVO) | 0 | 64,058 | +64,058 | 0 | 5,834,403 | 1.25% | +5,834,403 |
| SHOPIFY INC(SHOP) | 0 | 39,000 | +39,000 | 0 | 5,795,790 | 1.24% | +5,795,790 |
| WIX COM LTD | 21,274 | 50,635 | +29,361 | 3,371,078 | 8,994,295 | 1.93% | +5,623,217 |
| CHECK POINT SOFTWARE TECH LT | 0 | 26,848 | +26,848 | 0 | 5,555,120 | 1.19% | +5,555,120 |
| GLOBAL PMTS INC(GPN) | 0 | 66,266 | +66,266 | 0 | 5,505,379 | 1.18% | +5,505,379 |
| AFFIRM HLDGS INC(AFRM) | 0 | 71,000 | +71,000 | 0 | 5,188,680 | 1.11% | +5,188,680 |
| WORKDAY INC(WDAY) | 0 | 21,540 | +21,540 | 0 | 5,185,324 | 1.11% | +5,185,324 |
| FIDELITY NATL INFORMATION SV(FIS) | 0 | 75,004 | +75,004 | 0 | 4,945,764 | 1.06% | +4,945,764 |
| FLEX LTD(FLEX) | 0 | 84,000 | +84,000 | 0 | 4,869,480 | 1.04% | +4,869,480 |
| AUTOMATIC DATA PROCESSING IN | 0 | 14,500 | +14,500 | 0 | 4,255,750 | 0.91% | +4,255,750 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 0 | 11,826 | +11,826 | 0 | 4,154,001 | 0.89% | +4,154,001 |
| DATADOG INC(DDOG) | 5,500 | 33,500 | +28,000 | 738,815 | 4,770,400 | 1.02% | +4,031,585 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 12,400 | +12,400 | 0 | 3,498,784 | 0.75% | +3,498,784 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 70,000 | +70,000 | 0 | 3,355,800 | 0.72% | +3,355,800 |
| APPLIED MATLS INC | 0 | 13,000 | +13,000 | 0 | 2,661,620 | 0.57% | +2,661,620 |
| VERIZON COMMUNICATIONS INC(VZ) | 144,332 | 198,026 | +53,694 | 6,245,246 | 8,703,243 | 1.87% | +2,457,997 |
| ON SEMICONDUCTOR CORP(ON) | 122,657 | 178,003 | +55,346 | 6,428,453 | 8,777,328 | 1.88% | +2,348,875 |
| NETSKOPE INC(NTSK) | 0 | 102,800 | +102,800 | 0 | 2,336,644 | 0.50% | +2,336,644 |
| HUBSPOT INC(HUBS) | 0 | 4,500 | +4,500 | 0 | 2,105,100 | 0.45% | +2,105,100 |
| TESLA INC(TSLA) | 0 | 3,000 | +3,000 | 0 | 1,334,160 | 0.29% | +1,334,160 |
| PAYLOCITY HLDG CORP(PCTY) | 0 | 8,000 | +8,000 | 0 | 1,274,160 | 0.27% | +1,274,160 |
| COINBASE GLOBAL INC(COIN) | 13,310 | 15,600 | +2,290 | 4,665,022 | 5,264,844 | 1.13% | +599,822 |
| COREWEAVE INC(CRWV) | 0 | 2,500 | +2,500 | 0 | 342,125 | 0.07% | +342,125 |
| DOORDASH INC(DASH) | 13,963 | 13,000 | -963 | 3,442,019 | 3,535,870 | 0.76% | +93,851 |
| SENTINELONE INC(S) | 158,813 | 162,080 | +3,267 | 2,903,102 | 2,854,229 | 0.61% | -48,873 |
| BAIDU INC | 31,686 | 20,194 | -11,492 | 2,717,391 | 2,660,963 | 0.57% | -56,428 |
| VOYAGER TECHNOLOGIES INC(VOYG) | 27,830 | 0 | -27,830 | 1,092,328 | 0 | — | -1,092,328 |
| LUMENTUM HLDGS INC(LITE) | 114,930 | 60,000 | -54,930 | 10,925,246 | 9,762,600 | 2.09% | -1,162,646 |
| PAYCHEX INC(PAYX) | 8,250 | 0 | -8,250 | 1,200,045 | 0 | — | -1,200,045 |
| PDD HOLDINGS INC(PDD) | 34,500 | 18,000 | -16,500 | 3,610,770 | 2,379,060 | 0.51% | -1,231,710 |
| CIRCLE INTERNET GROUP INC(CRCL) | 8,800 | 0 | -8,800 | 1,595,352 | 0 | — | -1,595,352 |
| WARNER MUSIC GROUP CORP(WMG) | 169,400 | 84,395 | -85,005 | 4,614,456 | 2,874,494 | 0.62% | -1,739,962 |
| ZSCALER INC(ZS) | 32,298 | 27,976 | -4,322 | 10,139,634 | 8,383,288 | 1.80% | -1,756,346 |
| CHIME FINL INC(CHYM) | 59,950 | 0 | -59,950 | 2,068,875 | 0 | — | -2,068,875 |
| ANALOG DEVICES INC(ADI) | 9,060 | 0 | -9,060 | 2,156,461 | 0 | — | -2,156,461 |
| CISCO SYS INC(CSCO) | 33,000 | 0 | -33,000 | 2,289,540 | 0 | — | -2,289,540 |
| CELESTICA INC(CLS) | 51,244 | 23,000 | -28,244 | 7,999,701 | 5,666,740 | 1.22% | -2,332,961 |
| ROBINHOOD MKTS INC(HOOD) | 25,341 | 0 | -25,341 | 2,372,678 | 0 | — | -2,372,678 |
| JUNIPER NETWORKS INC | 72,408 | 0 | -72,408 | 2,891,251 | 0 | — | -2,891,251 |
| MONGODB INC(MDB) | 15,873 | 1,400 | -14,473 | 3,333,171 | 434,532 | 0.09% | -2,898,639 |
| REDDIT INC(RDDT) | 22,660 | 0 | -22,660 | 3,411,916 | 0 | — | -3,411,916 |
| APPLOVIN CORP(APP) | 9,800 | 0 | -9,800 | 3,430,784 | 0 | — | -3,430,784 |
| ZILLOW GROUP INC(Z) | 76,930 | 25,000 | -51,930 | 5,388,947 | 1,926,250 | 0.41% | -3,462,697 |
| FLUTTER ENTMT PLC(FLUT) | 35,800 | 26,000 | -9,800 | 10,230,208 | 6,604,000 | 1.42% | -3,626,208 |
| LAM RESEARCH CORP(LRCX) | 126,698 | 64,034 | -62,664 | 12,332,783 | 8,574,153 | 1.84% | -3,758,630 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 14,495 | 10,100 | -4,395 | 11,122,593 | 7,049,800 | 1.51% | -4,072,793 |
| OKTA INC(OKTA) | 42,240 | 0 | -42,240 | 4,222,733 | 0 | — | -4,222,733 |
| MAPLEBEAR INC(CART) | 94,399 | 0 | -94,399 | 4,270,611 | 0 | — | -4,270,611 |
| ELASTIC N V | 55,106 | 0 | -55,106 | 4,647,089 | 0 | — | -4,647,089 |
| ROKU INC(ROKU) | 54,130 | 0 | -54,130 | 4,757,486 | 0 | — | -4,757,486 |
| TRIP COM GROUP LTD(TCOM) | 163,727 | 55,849 | -107,878 | 9,600,951 | 4,199,845 | 0.90% | -5,401,106 |
| JABIL INC(JBL) | 25,099 | 0 | -25,099 | 5,474,092 | 0 | — | -5,474,092 |
| STMICROELECTRONICS N V(STM) | 188,846 | 0 | -188,846 | 5,742,807 | 0 | — | -5,742,807 |
| ORACLE CORP(ORCL) | 38,326 | 8,500 | -29,826 | 8,379,213 | 2,390,540 | 0.51% | -5,988,673 |
| SAP SE(SAP) | 19,905 | 0 | -19,905 | 6,053,111 | 0 | — | -6,053,111 |
| SNOWFLAKE INC(SNOW) | 28,415 | 0 | -28,415 | 6,358,425 | 0 | — | -6,358,425 |
| SYNOPSYS INC(SNPS) | 17,105 | 4,800 | -12,305 | 8,769,391 | 2,368,272 | 0.51% | -6,401,119 |
| MONDAY COM LTD | 20,392 | 0 | -20,392 | 6,412,876 | 0 | — | -6,412,876 |
| PINTEREST INC(PINS) | 193,590 | 0 | -193,590 | 6,942,137 | 0 | — | -6,942,137 |
| SANDISK CORP(SNDK) | 158,034 | 0 | -158,034 | 7,166,842 | 0 | — | -7,166,842 |
| DAYFORCE INC | 135,589 | 0 | -135,589 | 7,510,275 | 0 | — | -7,510,275 |
| CIENA CORP(CIEN) | 101,808 | 0 | -101,808 | 8,280,045 | 0 | — | -8,280,045 |
| BLOCK INC(XYZ) | 235,078 | 102,931 | -132,147 | 15,968,849 | 7,438,823 | 1.60% | -8,530,026 |
| CLOUDFLARE INC(NET) | 45,464 | 0 | -45,464 | 8,903,215 | 0 | — | -8,903,215 |
| SEAGATE TECHNOLOGY HLDNGS PL | 67,141 | 0 | -67,141 | 9,690,461 | 0 | — | -9,690,461 |
| MICROSOFT CORP(MSFT) | 59,729 | 36,480 | -23,249 | 29,709,802 | 18,894,816 | 4.05% | -10,814,986 |
| T-MOBILE US INC(TMUS) | 48,619 | 0 | -48,619 | 11,583,963 | 0 | — | -11,583,963 |
| PAYPAL HLDGS INC(PYPL) | 156,523 | 0 | -156,523 | 11,632,789 | 0 | — | -11,632,789 |
| BROADCOM INC(AVGO) | 69,430 | 21,600 | -47,830 | 19,138,380 | 7,126,056 | 1.53% | -12,012,324 |
| ADVANCED MICRO DEVICES INC(AMD) | 86,051 | 0 | -86,051 | 12,210,637 | 0 | — | -12,210,637 |
| CYBERARK SOFTWARE LTD | 32,584 | 0 | -32,584 | 13,257,778 | 0 | — | -13,257,778 |
| AMAZON COM INC(AMZN) | 60,500 | 0 | -60,500 | 13,273,095 | 0 | — | -13,273,095 |
| INTUIT(INTU) | 18,094 | 500 | -17,594 | 14,251,377 | 341,455 | 0.07% | -13,909,922 |
| NVIDIA CORPORATION(NVDA) | 145,874 | 45,000 | -100,874 | 23,046,633 | 8,396,100 | 1.80% | -14,650,533 |
| TEXAS INSTRS INC(TXN) | 72,450 | 0 | -72,450 | 15,042,069 | 0 | — | -15,042,069 |
| MASTERCARD INCORPORATED(MA) | 76,013 | 47,967 | -28,046 | 42,714,745 | 27,284,109 | 5.85% | -15,430,636 |
| KLA CORP(KLAC) | 19,830 | 0 | -19,830 | 17,762,524 | 0 | — | -17,762,524 |
| META PLATFORMS INC(META) | 30,632 | 2,200 | -28,432 | 22,609,173 | 1,615,636 | 0.35% | -20,993,537 |