Maytus Capital Management, LLC Portfolio Holdings by Sector
Maytus Capital Management, LLC
- $268 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
AMD NXPI TXN ON INTC NVDA GFS MU 9 stocks |
$55,792
20.85% of portfolio
|
8
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META SPOT Z PINS BIDU 5 stocks |
$42,354
15.83% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW SAP DDOG HUBS DT ADSK U 7 stocks |
$41,676
15.58% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD FTNT MDB NET S ORCL OKTA TOST 8 stocks |
$35,187
13.15% of portfolio
|
6
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V 2 stocks |
$15,598
5.83% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET DELL 2 stocks |
$15,166
5.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE TCOM 2 stocks |
$12,822
4.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$10,506
3.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE CIEN 3 stocks |
$9,315
3.48% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
JD W MELI 3 stocks |
$8,302
3.1% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$6,993
2.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$4,301
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$3,528
1.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CTSH 1 stocks |
$3,280
1.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$2,709
1.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|