0001420506-23-001653.txt : 20230814 0001420506-23-001653.hdr.sgml : 20230814 20230814143606 ACCESSION NUMBER: 0001420506-23-001653 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Maytus Capital Management, LLC CENTRAL INDEX KEY: 0001708759 IRS NUMBER: 820809795 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18992 FILM NUMBER: 231168746 BUSINESS ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-863-0080 MAIL ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Mondrian Capital Management, LLC DATE OF NAME CHANGE: 20170607 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001708759 XXXXXXXX 06-30-2023 06-30-2023 false Maytus Capital Management, LLC

437 MADISON AVENUE 21ST FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-18992 000288640 801-116957 N Tor Minesuk 646-863-0080 Tor Minesuk, Chief Compliance Officer NEW YORK NY 08-14-2023 0 46 203083893 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MAYTUS CAPITAL MANAGEMENT, LLC (6529) ADOBE SYSTEMS INCORPORATED COM 00724F101 3422930 7000 SH SOLE 7000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3334000 40000 SH SOLE 40000 0 0 AMAZON COM INC COM 023135106 9490208 72800 SH SOLE 72800 0 0 ANALOG DEVICES INC COM 032654105 7305375 37500 SH SOLE 37500 0 0 APPLE INC COM 037833100 8728650 45000 SH SOLE 45000 0 0 APPLOVIN CORP COM CL A 03831W108 900550 35000 SH SOLE 35000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 6160375 8500 SH SOLE 8500 0 0 BLOCK INC CL A 852234103 1997100 30000 SH SOLE 30000 0 0 BROADCOM INC COM 11135F101 693944 800 SH SOLE 800 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 3986840 17000 SH SOLE 17000 0 0 CERIDIAN HCM HLDG INC COM 15677J108 3884260 58000 SH SOLE 58000 0 0 CLOUDFLARE INC CL A COM 18915M107 2778225 42500 SH SOLE 42500 0 0 DATADOG INC CL A COM 23804L103 4673050 47500 SH SOLE 47500 0 0 ETSY INC COM 29786A106 380745 4500 SH SOLE 4500 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 2324750 42500 SH SOLE 42500 0 0 FISERV INC COM 337738108 3973725 31500 SH SOLE 31500 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 8400000 500000 SH SOLE 500000 0 0 HUBSPOT INC COM 443573100 2660450 5000 SH SOLE 5000 0 0 INTUIT COM 461202103 3092783 6750 SH SOLE 6750 0 0 JUNIPER NETWORKS INC COM 48203R104 4386200 140000 SH SOLE 140000 0 0 LAM RESEARCH CORP COM 512807108 3535730 5500 SH SOLE 5500 0 0 MARVELL TECHNOLOGY INC COM 573874104 4184600 70000 SH SOLE 70000 0 0 MATCH GROUP INC NEW COM 57667L107 4394250 105000 SH SOLE 105000 0 0 META PLATFORMS INC CL A 30303M102 10690005 37250 SH SOLE 37250 0 0 MICRON TECHNOLOGY INC COM 595112103 1817568 28800 SH SOLE 28800 0 0 MICROSOFT CORP COM 594918104 8854040 26000 SH SOLE 26000 0 0 MONGODB INC CL A 60937P106 6575840 16000 SH SOLE 16000 0 0 NETFLIX INC COM 64110L106 3523920 8000 SH SOLE 8000 0 0 NVIDIA CORPORATION COM 67066G104 10575500 25000 SH SOLE 25000 0 0 OKTA INC CL A 679295105 1248300 18000 SH SOLE 18000 0 0 ON SEMICONDUCTOR CORP COM 682189105 7944720 84000 SH SOLE 84000 0 0 PALO ALTO NETWORKS INC COM 697435105 3832650 15000 SH SOLE 15000 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 1113700 70000 SH SOLE 70000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 3180440 46000 SH SOLE 46000 0 0 PINTEREST INC CL A 72352L106 2734000 100000 SH SOLE 100000 0 0 QUALCOMM INC COM 747525103 4880640 41000 SH SOLE 41000 0 0 SERVICENOW INC COM 81762P102 6743640 12000 SH SOLE 12000 0 0 SHOPIFY INC CL A 82509L107 3456100 53500 SH SOLE 53500 0 0 T-MOBILE US INC COM 872590104 3125250 22500 SH SOLE 22500 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2207400 15000 SH SOLE 15000 0 0 UBER TECHNOLOGIES INC COM 90353T100 3453600 80000 SH SOLE 80000 0 0 VARONIS SYS INC COM 922280102 1066000 40000 SH SOLE 40000 0 0 VISA INC COM CL A 92826C839 12586440 53000 SH SOLE 53000 0 0 WIX COM LTD SHS M98068105 1564800 20000 SH SOLE 20000 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 2539000 100000 SH SOLE 100000 0 0 ZSCALER INC COM 98980G102 4681600 32000 SH SOLE 32000 0 0