The Analysis of Maytus Capital Management, LLC's Holdings
Currently, Maytus Capital Management, LLC holds 65 types of securities in its portfolio with a total value $466.2M. In the most recent quarter, they have increased their positions in IWM (+107.0K shares, valued at $25.9M), MCHP (+203.8K shares, valued at $13.1M), AAPL (+51.2K shares, valued at $13.0M); decreased their positions in META (-28.4K shares, valued at $20.9M), NVDA (-100.9K shares, valued at $18.8M), MA (-28.0K shares, valued at $16.0M); initiated new positions in IWM (+107.0K shares, valued at $25.9M), MCHP (+203.8K shares, valued at $13.1M), AAPL (+51.2K shares, valued at $13.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MA MASTERCARD INCORPORATED48.0K shares-36.90%2025-09-302025-11-14
IWM ISHARES TR107.0K sharesnew addition2025-09-302025-11-14 WDC WESTERN DIGITAL CORP194.1K shares78.73%2025-09-302025-11-14 MSFT MICROSOFT CORP36.5K shares-38.92%2025-09-302025-11-14 EWY ISHARES INC201.3K shares55.85%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD75.6K shares152.56%2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC.203.8K sharesnew addition2025-09-302025-11-14 AAPL APPLE INC51.2K sharesnew addition2025-09-302025-11-14 T AT&T INC449.7K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC12.1K shares354.23%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC51.8K sharesnew addition2025-09-302025-11-14 ASML ASML HOLDING N V10.8K sharesnew addition2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C424.0K shares253.31%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC62.0K sharesnew addition2025-09-302025-11-14 LITE LUMENTUM HLDGS INC60.0K shares-47.79%2025-09-302025-11-14 WIX WIX COM LTD50.6K shares138.01%2025-09-302025-11-14 ON ON SEMICONDUCTOR CORP178.0K shares45.12%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC198.0K shares37.20%2025-09-302025-11-14 LRCX LAM RESEARCH CORP64.0K shares-49.46%2025-09-302025-11-14 NVDA NVIDIA CORPORATION45.0K shares-69.15%2025-09-302025-11-14 ZS ZSCALER INC28.0K shares-13.38%2025-09-302025-11-14 GLW CORNING INC94.0K sharesnew addition2025-09-302025-11-14 XYZ BLOCK INC102.9K shares-56.21%2025-09-302025-11-14 SNOW SNOWFLAKE INC32.2K shares13.29%2025-09-302025-11-14 AVGO BROADCOM INC21.6K shares-68.89%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A10.1K shares-30.32%2025-09-302025-11-14 RBLX ROBLOX CORP49.2K sharesnew addition2025-09-302025-11-14 GFS GLOBALFOUNDRIES INC190.0K sharesnew addition2025-09-302025-11-14 FLUT FLUTTER ENTMT PLC26.0K shares-27.37%2025-09-302025-11-14 GOOGL ALPHABET INC27.0K sharesnew addition2025-09-302025-11-14 ADSK AUTODESK INC20.4K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2025-09-302025-11-14 QRVO QORVO INC64.1K sharesnew addition2025-09-302025-11-14 SHOP SHOPIFY INC39.0K sharesnew addition2025-09-302025-11-14 CLS CELESTICA INC23.0K shares-55.12%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LT26.8K sharesnew addition2025-09-302025-11-14 GPN GLOBAL PMTS INC66.3K sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC15.6K shares17.21%2025-09-302025-11-14 AFRM AFFIRM HLDGS INC71.0K sharesnew addition2025-09-302025-11-14 WDAY WORKDAY INC21.5K sharesnew addition2025-09-302025-11-14 FIS FIDELITY NATL INFORMATION SV75.0K sharesnew addition2025-09-302025-11-14 FLEX FLEX LTD84.0K sharesnew addition2025-09-302025-11-14 DDOG DATADOG INC33.5K shares509.09%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN14.5K sharesnew addition2025-09-302025-11-14 TCOM TRIP COM GROUP LTD55.8K shares-65.89%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC11.8K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC13.0K shares-6.90%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS12.4K sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC70.0K sharesnew addition2025-09-302025-11-14 WMG WARNER MUSIC GROUP CORP84.4K shares-50.18%2025-09-302025-11-14 S SENTINELONE INC162.1K shares2.06%2025-09-302025-11-14 AMAT APPLIED MATLS INC13.0K sharesnew addition2025-09-302025-11-14 BIDU BAIDU INC20.2K shares-36.27%2025-09-302025-11-14 ORCL ORACLE CORP8.5K shares-77.82%2025-09-302025-11-14 PDD PDD HOLDINGS INC18.0K shares-47.83%2025-09-302025-11-14 SNPS SYNOPSYS INC4.8K shares-71.94%2025-09-302025-11-14 NTSK NETSKOPE INC102.8K sharesnew addition2025-09-302025-11-14 HUBS HUBSPOT INC4.5K sharesnew addition2025-09-302025-11-14 Z ZILLOW GROUP INC25.0K shares-67.50%2025-09-302025-11-14 META META PLATFORMS INC2.2K shares-92.82%2025-09-302025-11-14 TSLA TESLA INC3.0K sharesnew addition2025-09-302025-11-14 PCTY PAYLOCITY HLDG CORP8.0K sharesnew addition2025-09-302025-11-14 MDB MONGODB INC1.4K shares-91.18%2025-09-302025-11-14 CRWV COREWEAVE INC2.5K sharesnew addition2025-09-302025-11-14 INTU INTUIT500 shares-97.24%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available