Maytus Capital Management, LLC Top Holdings and 13F Report (2025) About Maytus Capital Management, LLCInvestment ActivityMaytus Capital Management, LLC has $542.92 million in total holdings as of June 30, 2025.Maytus Capital Management, LLC owns shares of 65 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 59.71% of the portfolio was purchased this quarter.About 28.96% of the portfolio was sold this quarter.This quarter, Maytus Capital Management, LLC has purchased 57 new stocks and bought additional shares in 19 stocks.Maytus Capital Management, LLC sold shares of 18 stocks and completely divested from 20 stocks this quarter.Largest Holdings Mastercard $42,714,745Microsoft $29,709,802NVIDIA $23,046,633Meta Platforms $22,609,173Broadcom $19,138,380 Largest New Holdings this Quarter 594918104 - Microsoft $29,709,802 Holding852234103 - BLOCK INC $15,968,849 Holding882508104 - Texas Instruments $15,042,069 Holding872590104 - T-Mobile US $11,583,963 HoldingL8681T102 - Spotify Technology $11,122,593 Holding Largest Purchases this Quarter Microsoft 59,729 shares (about $29.71M)Mastercard 35,058 shares (about $19.70M)BLOCK INC 235,078 shares (about $15.97M)NVIDIA 99,096 shares (about $15.66M)Texas Instruments 72,450 shares (about $15.04M) Largest Sales this Quarter Analog Devices 48,108 shares (about $11.45M)Cisco Systems 113,963 shares (about $7.91M)LAM RESEARCH CORP 70,404 shares (about $6.85M)Cloudflare 24,536 shares (about $4.80M)Zillow Group 59,651 shares (about $4.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaytus Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$42,714,745$19,700,492 ▲85.6%76,0137.9%Business ServicesMSFTMicrosoft$29,709,802$29,709,802 ▲New Holding59,7295.5%Computer and TechnologyNVDANVIDIA$23,046,633$15,656,177 ▲211.8%145,8744.2%Computer and TechnologyMETAMeta Platforms$22,609,173$7,329,234 ▲48.0%30,6324.2%Computer and TechnologyAVGOBroadcom$19,138,380$12,798,430 ▲201.9%69,4303.5%Computer and TechnologyKLACKLA$17,762,524$2,658,556 ▲17.6%19,8303.3%Computer and TechnologyBLOCK INC$15,968,849$15,968,849 ▲New Holding235,0782.9%CL ATXNTexas Instruments$15,042,069$15,042,069 ▲New Holding72,4502.8%Computer and TechnologyINTUIntuit$14,251,377$5,806,408 ▲68.8%18,0942.6%Computer and TechnologyAMZNAmazon.com$13,273,095$8,078,598 ▲155.5%60,5002.4%Retail/WholesaleCYBRCyberArk Software$13,257,778$7,941,077 ▲149.4%32,5842.4%Computer and TechnologyLAM RESEARCH CORP$12,332,783$6,853,125 ▼-35.7%126,6982.3%COM NEWAMDAdvanced Micro Devices$12,210,637$7,165,950 ▲142.0%86,0512.2%Computer and TechnologyPYPLPayPal$11,632,789$7,537,980 ▲184.1%156,5232.1%Business ServicesTMUST-Mobile US$11,583,963$11,583,963 ▲New Holding48,6192.1%Computer and TechnologySPOTSpotify Technology$11,122,593$11,122,593 ▲New Holding14,4952.0%Computer and TechnologyLITELumentum$10,925,246$2,986,595 ▲37.6%114,9302.0%Computer and TechnologyFLUTTER ENTMT PLC$10,230,208$5,541,172 ▲118.2%35,8001.9%SHSZSZscaler$10,139,634$10,139,634 ▲New Holding32,2981.9%Computer and TechnologySTXSeagate Technology$9,690,461$9,690,461 ▲New Holding67,1411.8%Computer and TechnologyTCOMTrip.com Group$9,600,951$7,490,556 ▲354.9%163,7271.8%Consumer DiscretionaryEWYiShares MSCI South Korea ETF$9,269,669$9,269,669 ▲New Holding129,1401.7%ETFNETCloudflare$8,903,215$4,804,885 ▼-35.1%45,4641.6%Computer and TechnologySNPSSynopsys$8,769,391$8,769,391 ▲New Holding17,1051.6%Computer and TechnologyORCLOracle$8,379,213$8,379,213 ▲New Holding38,3261.5%Computer and TechnologyCIENCiena$8,280,045$8,280,045 ▲New Holding101,8081.5%Computer and TechnologyCELESTICA INC$7,999,701$1,755,301 ▲28.1%51,2441.5%COMCDAYCeridian HCM$7,510,275$4,698,402 ▲167.1%135,5891.4%Computer and TechnologySANDISK CORP$7,166,842$1,612,918 ▼-18.4%158,0341.3%COMWDCWestern Digital$6,950,466$730,062 ▼-9.5%108,6181.3%Computer and TechnologyPINSPinterest$6,942,137$6,942,137 ▲New Holding193,5901.3%Computer and TechnologyONON Semiconductor$6,428,453$6,428,453 ▲New Holding122,6571.2%Computer and TechnologyMNDYmonday.com$6,412,876$631,476 ▼-9.0%20,3921.2%Computer and TechnologySNOWSnowflake$6,358,425$1,079,690 ▼-14.5%28,4151.2%Computer and TechnologyVZVerizon Communications$6,245,246$6,245,246 ▲New Holding144,3321.2%Computer and TechnologySAPSAP$6,053,111$4,173,469 ▼-40.8%19,9051.1%Computer and TechnologySTMSTMicroelectronics$5,742,807$359,994 ▼-5.9%188,8461.1%Computer and TechnologyJBLJabil$5,474,092$5,474,092 ▲New Holding25,0991.0%Computer and TechnologyZZillow Group$5,388,947$4,178,553 ▼-43.7%76,9301.0%Computer and TechnologyROKURoku$4,757,486$4,757,486 ▲New Holding54,1300.9%Consumer DiscretionaryCOINCoinbase Global$4,665,022$4,665,022 ▲New Holding13,3100.9%FinanceESTCElastic$4,647,089$4,647,089 ▲New Holding55,1060.9%Computer and TechnologyWMGWarner Music Group$4,614,456$3,524,856 ▲323.5%169,4000.8%Consumer DiscretionaryMAPLEBEAR INC$4,270,611$183,177 ▲4.5%94,3990.8%COMOKTAOkta$4,222,733$78,376 ▼-1.8%42,2400.8%Computer and TechnologyPDDPDD$3,610,770$1,168,634 ▲47.9%34,5000.7%Retail/WholesaleDOORDASH INC$3,442,019$3,442,019 ▲New Holding13,9630.6%CL AAPPLOVIN CORP$3,430,784$2,870,656 ▼-45.6%9,8000.6%COM CL AREDDIT INC$3,411,916$3,411,916 ▲New Holding22,6600.6%CL ABABAAlibaba Group$3,394,475$3,702,043 ▼-52.2%29,9310.6%Retail/WholesaleWIXWix.com$3,371,078$3,371,078 ▲New Holding21,2740.6%Computer and TechnologyMDBMongoDB$3,333,171$3,333,171 ▲New Holding15,8730.6%Computer and TechnologySSentinelOne$2,903,102$780,684 ▲36.8%158,8130.5%Computer and TechnologyJNPRJuniper Networks$2,891,251$1,425,541 ▼-33.0%72,4080.5%Computer and TechnologyNOWServiceNow$2,749,086$2,749,086 ▲New Holding2,6740.5%Computer and TechnologyBIDUBaidu$2,717,391$1,320,275 ▼-32.7%31,6860.5%Computer and TechnologyHPEHewlett Packard Enterprise$2,454,000$2,454,000 ▲New Holding120,0000.5%Computer and TechnologyHOODRobinhood Markets$2,372,678$3,311,038 ▼-58.3%25,3410.4%FinanceCSCOCisco Systems$2,289,540$7,906,753 ▼-77.5%33,0000.4%Computer and TechnologyADIAnalog Devices$2,156,461$11,450,665 ▼-84.2%9,0600.4%Computer and TechnologyCHIME FINL INC$2,068,875$2,068,875 ▲New Holding59,9500.4%COM SHS CL ACIRCLE INTERNET GROUP INC$1,595,352$1,595,352 ▲New Holding8,8000.3%COM CL APAYXPaychex$1,200,045$2,598,934 ▼-68.4%8,2500.2%Computer and TechnologyVOYAGER TECHNOLOGIES INC$1,092,328$1,092,328 ▲New Holding27,8300.2%COM CL ADDOGDatadog$738,815$738,815 ▲New Holding5,5000.1%Computer and TechnologyNXPINXP Semiconductors$0$11,843,589 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$8,689,000 ▼-100.0%00.0%Computer and TechnologyCHKPCheck Point Software Technologies$0$8,203,525 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$8,186,681 ▼-100.0%00.0%Consumer DiscretionaryINTCIntel$0$7,494,300 ▼-100.0%00.0%Computer and TechnologySESEA$0$6,449,599 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$5,862,595 ▼-100.0%00.0%Business ServicesFTNTFortinet$0$5,534,950 ▼-100.0%00.0%Computer and TechnologyACNAccenture$0$5,023,844 ▼-100.0%00.0%Computer and TechnologyDUOLINGO INC$0$4,666,485 ▼-100.0%00.0%CL A COMDISWalt Disney$0$4,118,751 ▼-100.0%00.0%Consumer DiscretionaryPANWPalo Alto Networks$0$3,412,800 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$3,372,229 ▼-100.0%00.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$3,187,298 ▼-100.0%00.0%Consumer DiscretionarySWKSSkyworks Solutions$0$3,170,166 ▼-100.0%00.0%Computer and TechnologyARISTA NETWORKS INC$0$3,081,690 ▼-100.0%00.0%COM SHSCRMSalesforce$0$2,514,802 ▼-100.0%00.0%Computer and TechnologyRBLXRoblox$0$1,457,250 ▼-100.0%00.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$0$1,012,800 ▼-100.0%00.0%CL AGFSGlobalFoundries$0$848,930 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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