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CIK: 0001708759
Total reported value
$635.7M
$635.7M
50 檔
9.7%
During the Q3 2024 filing period, Maytus Capital Management, LLC (CIK: 0001708759) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $635.7M across 50 reported positions.
Maytus Capital Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 25 new positions while fully exiting 22 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.39% | +2.04% | NEW | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 5.19% | — | +53.67% | |
| 3 | PYPL | Paypal Holdings Inc | Stock-Financials | 3.84% | -0.80% | EXIT | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 3.69% | +1.67% | +44.44% | |
| 5 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.63% | +0.63% | NEW | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.55% | +2.38% | NEW | |
| 7 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.42% | — | +31.68% | |
| 8 | ANETEUR | Arista Networks Inc | Stock-Other | 3.37% | — | +66.67% | |
| 9 | Z | Zillow Group Inc - C | Stock-Comm Services | 3.37% | -1.22% | EXIT | |
| 10 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.95% | +0.09% | NEW | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 2.91% | -0.22% | — | |
| 12 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.73% | +0.99% | NEW | |
| 13 | ON | On Semiconductor | Stock-Tech | 2.68% | -2.12% | EXIT | |
| 14 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 2.46% | +0.86% | — | |
| 15 | INTC | Intel CORP | Stock-Tech | 2.42% | -3.84% | EXIT | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.27% | -0.05% | — | |
| 17 | FTNT | Fortinet Inc | Stock-Tech | 2.25% | +0.68% | — | |
| 18 | TEAM | Atlassian Corp-cl A | Stock-Tech | 2.23% | +1.15% | NEW | |
| 19 | DDOG | Datadog Inc - Class A | Stock-Tech | 2.23% | +1.30% | +10.00% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | -0.39% | +33.33% | |
| 21 | MDB | Mongodb Inc | Stock-Tech | 2.00% | — | +23.53% | |
| 22 | DELL | Dell Technologies -c | Stock-Tech | 1.96% | -3.59% | EXIT | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.87% | — | — | |
| 24 | CART | Maplebear Inc | Stock-Consumer Disc | 1.79% | — | — | |
| 25 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 1.78% | — | +62.47% | |
| 26 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.71% | — | — | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.71% | -1.48% | EXIT | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | -3.28% | -55.26% | |
| 29 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.62% | +0.44% | NEW | |
| 30 | GPN | Global Payments Inc | Stock-Industrials | 1.51% | +2.06% | NEW | |
| 31 | HUBS | Hubspot Inc | Stock-Tech | 1.31% | -0.51% | +20.69% | |
| 32 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.27% | +0.74% | NEW | |
| 33 | S | Sentinelone Inc -class A | Stock-Tech | 1.26% | +0.37% | NEW | |
| 34 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.24% | — | — | |
| 35 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 1.20% | — | +6.25% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 1.20% | +0.57% | NEW | |
| 37 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.19% | +1.11% | NEW | |
| 38 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.15% | +0.67% | NEW | |
| 39 | DT | Dynatrace Inc | Stock-Tech | 1.13% | — | — | |
| 40 | OKTA | Okta Inc | Stock-Tech | 1.10% | +1.12% | NEW | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 1.09% | +4.54% | NEW | |
| 42 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.97% | +1.14% | NEW | |
| 43 | ADSK | Autodesk Inc | Stock-Tech | 0.97% | — | — | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.95% | -1.12% | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | — | — | |
| 46 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.80% | -0.33% | — | |
| 47 | TOST | Toast Inc-class A | Stock-Tech | 0.60% | — | — | |
| 48 | U | Unity Software Inc | Stock-Tech | 0.52% | -0.48% | — | |
| 49 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 50 | CIEN | Ciena CORP | Stock-Tech | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +3.8% | NEW | New buy |
| 2 | TXN | Texas Instruments Inc | +2.9% | NEW | New buy |
| 3 | TTWO | Take-two Interactive Softwre | +2.5% | NEW | New buy |
| 4 | INTC | Intel CORP | +2.4% | NEW | New buy |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +2.3% | NEW | New buy |
| 6 | FTNT | Fortinet Inc | +2.3% | NEW | New buy |
| 7 | TEAM | Atlassian Corp-cl A | +2.2% | NEW | New buy |
| 8 | NOW | Servicenow Inc | +2.2% | +53.67% | Add |
| 9 | CSCO | Cisco Systems Inc | +1.9% | NEW | New buy |
| 10 | CART | Maplebear Inc | +1.8% | NEW | New buy |
| 11 | PINS | Pinterest Inc- Class A | +1.7% | NEW | New buy |
| 12 | RDDT | Reddit Inc-cl A | +1.6% | NEW | New buy |
| 13 | SPOT | Spotify Technology S.A. | +1.6% | +55.56% | Add |
| 14 | ANETEUR | Arista Networks Inc | +1.5% | +66.67% | Add |
| 15 | ON | On Semiconductor | +1.5% | +110.00% | Add |
| 16 | DKNG | Draftkings Inc-cl A | +1.2% | NEW | New buy |
| 17 | ORCL | Oracle CORP | +1.2% | NEW | New buy |
| 18 | W | Wayfair Inc- Class A | +1.2% | NEW | New buy |
| 19 | CTSH | Cognizant Tech Solutions-a | +1.2% | NEW | New buy |
| 20 | DT | Dynatrace Inc | +1.1% | NEW | New buy |
| 21 | SAP | Sap Se-sponsored Adr | +1.1% | +31.68% | Add |
| 22 | MU | Micron Technology Inc | +1.1% | NEW | New buy |
| 23 | GPN | Global Payments Inc | +1.1% | +236.00% | Add |
| 24 | ADSK | Autodesk Inc | +1% | NEW | New buy |
| 25 | GLW | Corning Inc | +1% | NEW | New buy |
| 26 | TCOM | Trip.com Group Ltd-adr | +0.9% | +62.47% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | NEW | New buy |
| 28 | Z | Zillow Group Inc - C | +0.8% | -3.23% | Trim |
| 29 | BIDU | Baidu Inc - Spon Adr | +0.8% | NEW | New buy |
| 30 | AMAT | Applied Materials Inc | +0.7% | +44.44% | Add |
| 31 | TOST | Toast Inc-class A | +0.6% | NEW | New buy |
| 32 | AMD | Advanced Micro Devices | +0.6% | +20.59% | Add |
| 33 | U | Unity Software Inc | +0.5% | NEW | New buy |
| 34 | NVDA | Nvidia CORP | +0.5% | +33.33% | Add |
| 35 | MDB | Mongodb Inc | +0.5% | +23.53% | Add |
| 36 | MELI | Mercadolibre Inc | +0.5% | NEW | New buy |
| 37 | CIEN | Ciena CORP | +0.4% | NEW | New buy |
| 38 | EXPE | Expedia Group Inc | +0.3% | -4.55% | Trim |
| 39 | DELL | Dell Technologies -c | +0.1% | +23.68% | Add |
| 40 | HUBS | Hubspot Inc | +0.1% | +20.69% | Add |
| 41 | S | Sentinelone Inc -class A | -0.1% | -16.67% | Trim |
| 42 | DDOG | Datadog Inc - Class A | -0.1% | +10.00% | Add |
| 43 | OKTA | Okta Inc | -0.2% | +12.68% | Add |
| 44 | GFS | GLOBALFOUNDRIES Inc. | -0.3% | +6.25% | Add |
| 45 | VRNS | Varonis Systems Inc | -0.3% | EXIT | Sold out |
| 46 | META | Meta Platforms Inc-class A | -0.4% | -16.25% | Trim |
| 47 | JD | Jd.com Inc-adr | -0.4% | -50.20% | Trim |
| 48 | PDD | Pdd Holdings Inc | -0.5% | EXIT | Sold out |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | EXIT | Sold out |
| 50 | NXPI | NXP Semiconductors N.V. | -0.8% | -9.64% | Trim |
According to official SEC Form 13F filings, Maytus Capital Management, LLC reported a total U.S. public equity portfolio value of $635.7M across 50 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, NOW, PYPL) accounted for 9.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
PYPL
市值: $10.9M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $12.0M
During Q3 2024, Maytus Capital Management, LLC's top holdings by market value included META (5.4%)、NOW (5.2%)、PYPL (3.8%). The largest single position, META, represented 5.4% of total portfolio value.
In Q3 2024, Maytus Capital Management, LLC made 72 total portfolio adjustments, initiating 25 new buys, adding to 16 positions, trimming 9 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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