Filed: 5/15/2025ACC: 0001420506-25-001158
📋 What this filing means
MAYTUS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $324.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$324.98M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$148.80M45.8%
CL A$51.72M15.9%
COM NEW$25.79M7.9%
SHS$13.50M4.2%
CL A COM$12.55M3.9%
SPONSORED ADS$11.04M3.4%
CL C CAP STK$9.36M2.9%
Portfolio Concentration
Top 3$48.71M15.0%
4–10$71.51M22.0%
11–25$98.77M30.4%
Rest$105.99M32.6%
Top 3 weight
15.0%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
MASTERCARD INCORPORATED
SOLEShares40.95K
TypeSH
Market value$22.45M
6.91%
Sole
40.95K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares197.10K
TypeSH
Market value$14.33M
4.41%
Sole
197.10K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.70K
TypeSH
Market value$11.93M
3.67%
Sole
20.70K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares62.31K
TypeSH
Market value$11.84M
3.64%
Sole
62.31K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares57.17K
TypeSH
Market value$11.53M
3.55%
Sole
57.17K
Shared
0.00
None
0.00
KLA CORP
SOLEShares16.86K
TypeSH
Market value$11.46M
3.53%
Sole
16.86K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares136.58K
TypeSH
Market value$9.36M
2.88%
Sole
136.58K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares193.60K
TypeSH
Market value$9.22M
2.84%
Sole
193.60K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares146.96K
TypeSH
Market value$9.07M
2.79%
Sole
146.96K
Shared
0.00
None
0.00
SAP SE
SOLEShares33.63K
TypeSH
Market value$9.03M
2.78%
Sole
33.63K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares100K
TypeSH
Market value$8.69M
2.67%
Sole
100K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares62.57K
TypeSH
Market value$8.27M
2.55%
Sole
62.57K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECH LT
SOLEShares35.99K
TypeSH
Market value$8.20M
2.52%
Sole
35.99K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares8.78K
TypeSH
Market value$8.19M
2.52%
Sole
8.78K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares70K
TypeSH
Market value$7.89M
2.43%
Sole
70K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares330K
TypeSH
Market value$7.49M
2.31%
Sole
330K
Shared
0.00
None
0.00
INTUIT
SOLEShares10.72K
TypeSH
Market value$6.58M
2.03%
Sole
10.72K
Shared
0.00
None
0.00
SEA LTD
SOLEShares49.43K
TypeSH
Market value$6.45M
1.98%
Sole
49.43K
Shared
0.00
None
0.00
FISERV INC
SOLEShares26.55K
TypeSH
Market value$5.86M
1.80%
Sole
26.55K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares57.50K
TypeSH
Market value$5.53M
1.70%
Sole
57.50K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares22.40K
TypeSH
Market value$5.45M
1.68%
Sole
22.40K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares83.51K
TypeSH
Market value$5.21M
1.60%
Sole
83.51K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares46.78K
TypeSH
Market value$5.07M
1.56%
Sole
46.78K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares16.10K
TypeSH
Market value$5.02M
1.55%
Sole
16.10K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares33.24K
TypeSH
Market value$4.86M
1.49%
Sole
33.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 40.95K | SH | $22.45M 6.91% | 40.95K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 197.10K | SH | $14.33M 4.41% | 197.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.70K | SH | $11.93M 3.67% | 20.70K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 62.31K | SH | $11.84M 3.64% | 62.31K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 57.17K | SH | $11.53M 3.55% | 57.17K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 16.86K | SH | $11.46M 3.53% | 16.86K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 136.58K | SH | $9.36M 2.88% | 136.58K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 193.60K | SH | $9.22M 2.84% | 193.60K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 146.96K | SH | $9.07M 2.79% | 146.96K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 33.63K | SH | $9.03M 2.78% | 33.63K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 100K | SH | $8.69M 2.67% | 100K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 62.57K | SH | $8.27M 2.55% | 62.57K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 35.99K | SH | $8.20M 2.52% | 35.99K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 8.78K | SH | $8.19M 2.52% | 8.78K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 70K | SH | $7.89M 2.43% | 70K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 330K | SH | $7.49M 2.31% | 330K | 0.00 | 0.00 |
INTUITSOLE | COM | 10.72K | SH | $6.58M 2.03% | 10.72K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 49.43K | SH | $6.45M 1.98% | 49.43K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 26.55K | SH | $5.86M 1.80% | 26.55K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 57.50K | SH | $5.53M 1.70% | 57.50K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 22.40K | SH | $5.45M 1.68% | 22.40K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 83.51K | SH | $5.21M 1.60% | 83.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 46.78K | SH | $5.07M 1.56% | 46.78K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 16.10K | SH | $5.02M 1.55% | 16.10K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 33.24K | SH | $4.86M 1.49% | 33.24K | 0.00 | 0.00 |
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