Investor Details
| Filer Name: | MAYTUS CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1708759 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 49 |
| Portfolio Value: | $0.29B |
Maytus Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 75,000 | $16M | 5.75% | 100.0% | - |
| LRCX | US | LAM RESEARCH CORP | 200,000 | $14M | 5.05% | 100.0% | - |
| MSFT | US | MICROSOFT CORP | 32,500 | $14M | 4.79% | 100.0% | - |
| MA | US | MASTERCARD INC - A | 26,000 | $14M | 4.78% | 100.0% | - |
| ADI | US | ANALOG DEVICES INC | 60,000 | $13M | 4.45% | 100.0% | - |
| SNOW | US | SNOWFLAKE INC-CLASS A | 77,500 | $12M | 4.18% | 100.0% | - |
| CSCO | US | CISCO SYSTEMS INC | 170,000 | $10M | 3.52% | 70.0% | - |
| CRM | US | SALESFORCE INC | 29,000 | $10M | 3.39% | 100.0% | - |
| SQ | US | BLOCK INC | 95,000 | $8M | 2.82% | 100.0% | - |
| GPN | US | GLOBAL PAYMENTS INC | 67,632 | $8M | 2.65% | 61.0% | - |
| NET | US | CLOUDFLARE INC - CLASS A | 70,000 | $8M | 2.63% | 16.7% | - |
| IBM | US | INTL BUSINESS MACHINES CORP | 33,000 | $7M | 2.53% | 100.0% | - |
| BIDU | US | BAIDU INC - SPON ADR | 80,000 | $7M | 2.36% | 272.1% | - |
| TTWO | US | TAKE-TWO INTERACTIVE SOFTWRE | 36,345 | $7M | 2.34% | -20.1% | - |
| NOW | US | SERVICENOW INC | 6,000 | $6M | 2.22% | -63.6% | - |
| CART | US | MAPLEBEAR INC | 151,828 | $6M | 2.20% | 21.5% | - |
| DIS | US | WALT DISNEY CO/THE | 55,000 | $6M | 2.14% | 100.0% | - |
| Z | US | ZILLOW GROUP INC - C | 80,000 | $6M | 2.07% | -46.7% | - |
| META | US | META PLATFORMS INC-CLASS A | 10,000 | $6M | 2.05% | -62.7% | - |
| SWKS | US | SKYWORKS SOLUTIONS INC | 65,000 | $6M | 2.01% | 100.0% | - |