MC

Maytus Capital Management, LLC

13F
Maytus Capital Management, LLC
Last update 2024-08-05 47 Stocks (18 new)
Value $280.00 Mil Turnover 56 %
Countries:
Top Holdings: META(5.77%)LRCX(4.30%)AVGO(3.73%)NXPI(3.73%)V(3.56%)
Portfolio Report
Summary Stock Picks Current Portfolio
Maytus Capital Management, LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
32,000
16135.040
+3.56%
5.770
+0.20%
0.000
+13.46%
+65.72%
1476371.384
Interactive Media
LRCX 		Lam Research Corp
112,940
12026.420
-13.12%
4.300
-0.70%
0.010
-6.36%
-2.67%
97402.055
Semiconductors
AVGO 		Broadcom Inc
65,000
10435.950
+62.50%
3.730
+1.43%
0.000
+18.96%
+59.57%
823048.917
Semiconductors
NXPI 		NXP Semiconductors NV
38,736
10423.470
+121.35%
3.730
+2.04%
0.020
-5.99%
-0.92%
57131.633
Semiconductors
V 		Visa Inc
38,000
9973.860
New Holding
3.560
+3.56%
0.000
+19.45%
+19.92%
601631.435
Credit Services
NET 		Cloudflare Inc
117,500
9732.530
+117.59%
3.480
+1.88%
0.030
+18.63%
+9.19%
31199.759
Software
AMAT 		Applied Materials Inc
36,000
8495.640
New Holding
3.040
+3.04%
0.000
-3.17%
+15.77%
153842.047
Semiconductors
NOW 		ServiceNow Inc
10,737
8446.480
+206.77%
3.020
+2.04%
0.010
+29.96%
+48.38%
216280.048
Software
AMD 		Advanced Micro Devices Inc
51,000
8272.710
+466.67%
2.960
+2.44%
0.000
+5.02%
-2.56%
233083.819
Semiconductors
ADI 		Analog Devices Inc
34,767
7935.920
-44.37%
2.840
-2.33%
0.010
+3.93%
+11.97%
109005.138
Semiconductors

Maytus Capital Management, LLC's Historical Top Holdings Breakdowns

Maytus Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MA 		Mastercard Inc2024-06-30Sold Out
-6.33%
●
441.1 ($455.54) 479.43
$529.17
16.16%
Sold Out
0
-31,000
NVDA 		NVIDIA Corp2024-06-30Reduce
-5.07%
●
76.2 ($101.1) 135.58
$148.29
46.68%
Reduce -77.94%
37,500
-132,500
MSFT 		Microsoft Corp2024-06-30Sold Out
-4.99%
●
389.33 ($422.32) 452.85
$423.03
0.17%
Sold Out
0
-28,000
V 		Visa Inc2024-06-30New Buy
+3.56%
●
262.47 ($274.09) 281.5
$309.85
13.05%
New holding
38,000
38,000
AMAT 		Applied Materials Inc2024-06-30New Buy
+3.04%
●
189.46 ($214.68) 247.83
$186.61
-13.08%
New holding
36,000
36,000
ASML 		ASML Holding NV2024-06-30Sold Out
-2.88%
●
852.84 ($961.34) 1068.86
$669.18
-30.39%
Sold Out
0
-7,000
UBER 		Uber Technologies Inc2024-06-30New Buy
+2.68%
●
63.52 ($69.5) 77.16
$71.37
2.69%
New holding
103,278
103,278
INTU 		Intuit Inc2024-06-30New Buy
+2.61%
●
562.97 ($620.28) 670.27
$699.47
12.77%
New holding
11,120
11,120
GOOGL 		Alphabet Inc2024-06-30Reduce
-2.59%
●
150.53 ($168.57) 185.41
$181.62
7.74%
Reduce -80.2%
10,000
-40,500
AMD 		Advanced Micro Devices Inc2024-06-30Add
+2.44%
●
144.27 ($160.87) 183.34
$143.63
-10.72%
Add 466.67%
51,000
42,000

Maytus Capital Management, LLC Total Holding History ($B)

To

Maytus Capital Management, LLC's Asset Allocation

To

Maytus Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Maytus Capital Management, LLC's Hypothetical Growth since 2024-06-30

Maytus Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Maytus Capital Management, LLC's Holdings Heat Map

Size field:

Maytus Capital Management, LLC's Holdings Bubble Chart

Maytus Capital Management, LLC News

  • 1

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