Maytus Capital Management, LLC Top Holdings and 13F Report (2025) About Maytus Capital Management, LLCInvestment ActivityMaytus Capital Management, LLC has $324.98 million in total holdings as of March 31, 2025.Maytus Capital Management, LLC owns shares of 57 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 55.98% of the portfolio was purchased this quarter.About 41.25% of the portfolio was sold this quarter.This quarter, Maytus Capital Management, LLC has purchased 49 new stocks and bought additional shares in 14 stocks.Maytus Capital Management, LLC sold shares of 15 stocks and completely divested from 19 stocks this quarter.Largest Holdings Mastercard $22,448,255LAM RESEARCH CORP $14,329,315Meta Platforms $11,931,805NXP Semiconductors $11,843,589Analog Devices $11,529,071 Largest New Holdings this Quarter N6596X109 - NXP Semiconductors $11,843,589 Holding482480100 - KLA $11,462,788 Holding80004C200 - SANDISK CORP $9,217,296 Holding803054204 - SAP $9,027,369 Holding595112103 - Micron Technology $8,689,000 Holding Largest Purchases this Quarter NXP Semiconductors 62,315 shares (about $11.84M)KLA 16,862 shares (about $11.46M)SANDISK CORP 193,600 shares (about $9.22M)SAP 33,629 shares (about $9.03M)Micron Technology 100,000 shares (about $8.69M) Largest Sales this Quarter Amazon.com 51,323 shares (about $9.76M)Snowflake 44,260 shares (about $6.47M)Salesforce 19,629 shares (about $5.27M)Take-Two Interactive Software 20,966 shares (about $4.35M)GlobalFoundries 105,000 shares (about $3.88M) 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$22,448,255$8,197,135 ▲57.5%40,9556.9%Business ServicesLAM RESEARCH CORP$14,329,315$210,685 ▼-1.4%197,1024.4%COM NEWMETAMeta Platforms$11,931,805$6,168,205 ▲107.0%20,7023.7%Computer and TechnologyNXPINXP Semiconductors$11,843,589$11,843,589 ▲New Holding62,3153.6%Computer and TechnologyADIAnalog Devices$11,529,071$571,129 ▼-4.7%57,1683.5%Computer and TechnologyKLACKLA$11,462,788$11,462,788 ▲New Holding16,8623.5%Computer and TechnologyZZillow Group$9,363,993$3,879,193 ▲70.7%136,5812.9%FinanceSANDISK CORP$9,217,296$9,217,296 ▲New Holding193,6002.8%COMCSCOCisco Systems$9,069,087$1,421,613 ▼-13.6%146,9632.8%Computer and TechnologySAPSAP$9,027,369$9,027,369 ▲New Holding33,6292.8%Computer and TechnologyMUMicron Technology$8,689,000$8,689,000 ▲New Holding100,0002.7%Computer and TechnologyBABAAlibaba Group$8,274,160$8,274,160 ▲New Holding62,5742.5%Retail/WholesaleCHKPCheck Point Software Technologies$8,203,525$3,189,285 ▲63.6%35,9932.5%Computer and TechnologyNFLXNetflix$8,186,681$8,186,681 ▲New Holding8,7792.5%Consumer DiscretionaryNETCloudflare$7,888,3000.0%70,0002.4%Computer and TechnologyINTCIntel$7,494,300$5,223,300 ▲230.0%330,0002.3%Computer and TechnologyINTUIntuit$6,583,201$6,583,201 ▲New Holding10,7222.0%Computer and TechnologySESEA$6,449,599$6,449,599 ▲New Holding49,4262.0%Computer and TechnologyFIFiserv$5,862,595$3,875,125 ▲195.0%26,5481.8%Business ServicesFTNTFortinet$5,534,950$240,650 ▼-4.2%57,5001.7%Computer and TechnologyMNDYmonday.com$5,446,784$5,446,784 ▲New Holding22,4001.7%Computer and TechnologyLITELumentum$5,206,138$3,335,938 ▲178.4%83,5121.6%Computer and TechnologyNVDANVIDIA$5,069,800$463,650 ▲10.1%46,7781.6%Computer and TechnologyACNAccenture$5,023,844$5,023,844 ▲New Holding16,1001.5%Computer and TechnologySNOWSnowflake$4,858,358$6,469,041 ▼-57.1%33,2401.5%Computer and TechnologyWDCWestern Digital$4,852,692$2,224,742 ▲84.7%120,0271.5%Computer and TechnologyAPPLOVIN CORP$4,769,460$2,517,215 ▲111.8%18,0001.5%COM CL ADUOLINGO INC$4,666,485$4,666,485 ▲New Holding15,0271.4%CL A COMOKTAOkta$4,526,985$528,625 ▲13.2%43,0241.4%Computer and TechnologyAMZNAmazon.com$4,504,786$9,764,714 ▼-68.4%23,6771.4%Retail/WholesaleCYBRCyberArk Software$4,416,646$4,416,646 ▲New Holding13,0671.4%Computer and TechnologySTMSTMicroelectronics$4,407,021$4,407,021 ▲New Holding200,6841.4%Computer and TechnologyBIDUBaidu$4,332,864$3,029,535 ▼-41.1%47,0811.3%Computer and TechnologyDISWalt Disney$4,118,751$1,309,749 ▼-24.1%41,7301.3%Consumer DiscretionaryPAYXPaychex$4,029,331$943,731 ▲30.6%26,1171.2%Business ServicesJNPRJuniper Networks$3,912,465$3,912,465 ▲New Holding108,1091.2%Computer and TechnologyAVGOBroadcom$3,850,890$3,850,890 ▲New Holding23,0001.2%Computer and TechnologyAMDAdvanced Micro Devices$3,652,510$3,652,510 ▲New Holding35,5511.1%Computer and TechnologyFLUTTER ENTMT PLC$3,635,414$1,087,589 ▲42.7%16,4091.1%SHSMAPLEBEAR INC$3,604,062$2,452,358 ▼-40.5%90,3501.1%COMPYPLPayPal$3,595,079$3,595,079 ▲New Holding55,0971.1%Computer and TechnologyPANWPalo Alto Networks$3,412,800$3,412,800 ▲New Holding20,0001.1%Computer and TechnologyTEAMAtlassian$3,372,229$871,971 ▼-20.5%15,8911.0%Computer and TechnologyTTWOTake-Two Interactive Software$3,187,298$4,345,204 ▼-57.7%15,3791.0%Consumer DiscretionarySWKSSkyworks Solutions$3,170,166$1,030,784 ▼-24.5%49,0511.0%Computer and TechnologyCELESTICA INC$3,152,400$3,152,400 ▲New Holding40,0001.0%COMARISTA NETWORKS INC$3,081,690$3,081,690 ▲New Holding39,7740.9%COM SHSCDAYCeridian HCM$2,961,122$802,912 ▲37.2%50,7650.9%Computer and TechnologyPDDPDD$2,761,579$2,761,579 ▲New Holding23,3340.8%Retail/WholesaleHOODRobinhood Markets$2,526,500$2,526,500 ▲New Holding60,7040.8%FinanceCRMSalesforce$2,514,802$5,267,639 ▼-67.7%9,3710.8%Computer and TechnologyTCOMTrip.com Group$2,288,181$2,543,900 ▼-52.6%35,9890.7%Consumer DiscretionarySSentinelOne$2,110,807$2,110,807 ▲New Holding116,1060.6%Computer and TechnologyRBLXRoblox$1,457,250$1,457,250 ▲New Holding25,0000.4%Consumer DiscretionaryWMGWarner Music Group$1,254,000$1,254,000 ▲New Holding40,0000.4%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$1,012,800$1,012,800 ▲New Holding12,0000.3%CL AGFSGlobalFoundries$848,930$3,875,550 ▼-82.0%23,0000.3%Computer and TechnologyMSFTMicrosoft$0$13,698,750 ▼-100.0%00.0%Computer and TechnologyBLOCK INC$0$8,074,050 ▼-100.0%00.0%CL AGPNGlobal Payments$0$7,578,842 ▼-100.0%00.0%Business ServicesIBMInternational Business Machines$0$7,254,390 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$6,360,720 ▼-100.0%00.0%Computer and TechnologyJDJD.com$0$5,720,550 ▼-100.0%00.0%Retail/WholesaleCRWDCrowdStrike$0$5,645,640 ▼-100.0%00.0%Computer and TechnologyARM HOLDINGS PLC$0$4,996,080 ▼-100.0%00.0%SPONSORED ADSCDNSCadence Design Systems$0$4,957,290 ▼-100.0%00.0%Computer and TechnologyHPEHewlett Packard Enterprise$0$4,483,500 ▼-100.0%00.0%Computer and TechnologyWIXWix.com$0$4,291,000 ▼-100.0%00.0%Computer and TechnologyEXPEExpedia Group$0$4,192,425 ▼-100.0%00.0%Retail/WholesaleIWMiShares Russell 2000 ETF$0$3,386,654 ▼-100.0%00.0%FinanceTSLATesla$0$2,423,040 ▼-100.0%00.0%Auto/Tires/TrucksCOINCoinbase Global$0$2,234,700 ▼-100.0%00.0%FinanceTXNTexas Instruments$0$1,875,100 ▼-100.0%00.0%Computer and TechnologyINGRAM MICRO HLDG CORP$0$1,551,200 ▼-100.0%00.0%COMPINSPinterest$0$1,450,000 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$485,360 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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