Maytus Capital Management, LLC — Q2 2021 13F Holdings

Name: Maytus Capital Management, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001708759

Total reported value

$561.9M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VRNS	Varonis Systems INC	Stock-Tech	4.64%	—	-19.84%
2	ADI	Analog Devices INC	Stock-Tech	4.53%	+1.63%	NEW
3	CRM	Salesforce INC	Stock-Tech	4.28%	—	—
4	PAYC	Paycom Software INC	Stock-Tech	4.23%	—	—
5	INTU	Intuit INC	Stock-Tech	3.90%	—	+47.06%
6	TWLO	Twilio INC - A	Stock-Tech	3.89%	—	-25.30%
7	HUBS	Hubspot INC	Stock-Tech	3.81%	+1.31%	NEW
8	TTWO	Take-two Interactive Softwre	Stock-Comm Services	3.61%	—	—
9	META	Meta Platforms Inc-class A	Stock-Comm Services	3.55%	—	-39.62%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.11%	+1.62%	+6.67%
11	MSFT	Microsoft CORP	Stock-Tech	3.02%	-3.43%	EXIT
12	QCOM	Qualcomm INC	Stock-Tech	2.73%	—	—
13	MA	Mastercard INC - A	Stock-Financials	2.68%	—	+91.67%
14	MDB	Mongodb INC	Stock-Tech	2.65%	-1.24%	EXIT
15	MRVL	Marvell Technology INC	Stock-Tech	2.60%	—	—
16	AMAT	Applied Materials INC	Stock-Tech	2.50%	+1.76%	-33.73%
17	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	2.35%	—	—
18	VOO	Vanguard S&P 500 ETF	ETF-Large Cap & Growth	2.32%	—	—
19	KLAC	Kla CORP	Stock-Tech	2.27%	—	-42.11%
20	QRVO	Qorvo INC	Stock-Tech	2.24%	—	—
21	PYPL	Paypal Holdings INC	Stock-Financials	2.23%	+0.80%	NEW
22	SE	Sea Ltd-adr	Stock-Comm Services	2.10%	—	—
23	BSY	Bentley Systems Inc-class B	Stock-Tech	1.96%	—	-29.63%
24	MCHP	Microchip Technology INC	Stock-Tech	1.91%	-2.18%	EXIT
25	Z	Zillow Group INC - C	Stock-Comm Services	1.91%	+1.22%	NEW
26	WEX	Wex INC	Stock-Tech	1.85%	—	—
27	AMD	Advanced Micro Devices	Stock-Tech	1.80%	—	+9.09%
28	JNP	Juniper Networks INC	Stock-Other	1.74%	—	—
29	VIPS	Vipshop Holdings LTD - Adr	Stock-Consumer Disc	1.70%	—	—
30	CTXSEUR	Citrix Systems INC	Stock-Other	1.68%	—	+80.00%
31	JD	Jd.com Inc-adr	Stock-Consumer Disc	1.53%	—	+33.33%
32	CSCO	Cisco Systems INC	Stock-Tech	1.52%	—	-59.09%
33	NOK	Nokia Corp-spon Adr	Stock-Tech	1.44%	+1.84%	NEW
34	FISV	Fiserv INC	Stock-Other	1.36%	-0.94%	EXIT
35	WDC	Western Digital CORP	Stock-Tech	1.36%	-2.48%	-0.17%
36	MU	Micron Technology INC	Stock-Tech	1.35%	-3.98%	EXIT
37	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.26%	+1.13%	NEW
38	ORCL	Oracle CORP	Stock-Tech	1.24%	—	—
39	PINS	Pinterest Inc- Class A	Stock-Comm Services	1.23%	—	—
40	W	Wayfair Inc- Class A	Stock-Consumer Disc	1.16%	—	—
41	BIDU	Baidu INC - Spon Adr	Stock-Comm Services	1.04%	+0.60%	-80.00%
42	DOCU	Docusign INC	Stock-Tech	0.89%	—	—
43	ASML	ASML Holding N.V.	Stock-Tech	0.44%	+1.72%	—
44	S	Sentinelone INC -class A	Stock-Tech	0.27%	—	—
45	DIDIY	Didi Global INC	Stock-Other	0.14%	—	—

Holding changes this quarter

Position changes disclosed by Maytus Capital Management, LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	—	EXIT	Sold out
2	BIDU	Baidu INC - Spon Adr	—	EXIT	Sold out
3	VRNS	Varonis Systems INC	—	EXIT	Sold out
4	META	Meta Platforms Inc-class A	—	EXIT	Sold out
5	TWLO	Twilio INC - A	—	EXIT	Sold out
6	PAYC	Paycom Software INC	—	EXIT	Sold out
7	NOW	Servicenow INC	—	EXIT	Sold out
8	KLAC	Kla CORP	—	EXIT	Sold out
9	CSCO	Cisco Systems INC	—	EXIT	Sold out
10	AMAT	Applied Materials INC	—	EXIT	Sold out
11	GPN	Global Payments INC	—	EXIT	Sold out
12	CDNS	Cadence Design Sys INC	—	EXIT	Sold out
13	COUPEUR	Coupa Software INC	—	EXIT	Sold out
14	ON	On Semiconductor	—	EXIT	Sold out
15	MRVL	Marvell Technology, Inc.	—	EXIT	Sold out
16	PANW	Palo Alto Networks INC	—	EXIT	Sold out
17	HUBS	Hubspot INC	—	EXIT	Sold out
18	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
19	WDAY	Workday Inc-class A	—	EXIT	Sold out
20	INTU	Intuit INC	—	EXIT	Sold out
21	BSY	Bentley Systems Inc-class B	—	EXIT	Sold out
22	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
23	AAPL	Apple INC	—	EXIT	Sold out
24	INTC	Intel CORP	—	EXIT	Sold out
25	TWTRUSD	Twitter INC	—	EXIT	Sold out
26	AMD	Advanced Micro Devices	—	EXIT	Sold out
27	MA	Mastercard INC - A	—	EXIT	Sold out
28	Z	Zillow Group INC - C	—	EXIT	Sold out
29	TME	Tencent Music Entertainm-adr	—	EXIT	Sold out
30	WDC	Western Digital CORP	—	EXIT	Sold out
31	PAYX	Paychex INC	—	EXIT	Sold out
32	JD	Jd.com Inc-adr	—	EXIT	Sold out
33	BKNG	Booking Holdings INC	—	EXIT	Sold out
34	WB	Weibo Corp-spon Adr	—	EXIT	Sold out
35	CTXSEUR	Citrix Systems INC	—	EXIT	Sold out
36	MU	Micron Technology INC	—	EXIT	Sold out
37	NOK	Nokia Corp-spon Adr	—	EXIT	Sold out
38	XYZ	Block INC	—	EXIT	Sold out
39	QLYS	Qualys INC	—	EXIT	Sold out