0001420506-24-000301.txt : 20240213 0001420506-24-000301.hdr.sgml : 20240213 20240213135642 ACCESSION NUMBER: 0001420506-24-000301 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Maytus Capital Management, LLC CENTRAL INDEX KEY: 0001708759 ORGANIZATION NAME: 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: 24624501 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 12-31-2023 12-31-2023 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 02-12-2024 0 50 250304431 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MAYTUS CAPITAL MANAGEMENT, LLC (7217) AMAZON COM INC COM 023135106 9268340 61000 SH SOLE 61000 0 0 ANALOG DEVICES INC COM 032654105 9451456 47600 SH SOLE 47600 0 0 ARISTA NETWORKS INC COM 040413106 4121425 17500 SH SOLE 17500 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 8704580 11500 SH SOLE 11500 0 0 BLOCK INC CL A 852234103 6961500 90000 SH SOLE 90000 0 0 CISCO SYS INC COM 17275R102 4167900 82500 SH SOLE 82500 0 0 CLOUDFLARE INC CL A COM 18915M107 6030772 72433 SH SOLE 72433 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 3285750 15000 SH SOLE 15000 0 0 DATADOG INC CL A COM 23804L103 5275053 43459 SH SOLE 43459 0 0 ELASTIC N V ORD SHS N14506104 3155600 28000 SH SOLE 28000 0 0 ETSY INC COM 29786A106 1823625 22500 SH SOLE 22500 0 0 EXPEDIA GROUP INC COM NEW 30212P303 7285920 48000 SH SOLE 48000 0 0 FISERV INC COM 337738108 2656800 20000 SH SOLE 20000 0 0 FIVE9 INC COM 338307101 1416420 18000 SH SOLE 18000 0 0 FORTINET INC COM 34959E109 5654291 96605 SH SOLE 96605 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 4245000 250000 SH SOLE 250000 0 0 HP INC COM 40434L105 4814400 160000 SH SOLE 160000 0 0 HUBSPOT INC COM 443573100 6276798 10812 SH SOLE 10812 0 0 INTEL CORP COM 458140100 9045000 180000 SH SOLE 180000 0 0 JD.COM INC SPON ADR CL A 47215P106 4333500 150000 SH SOLE 150000 0 0 LAM RESEARCH CORP COM 512807108 7049340 9000 SH SOLE 9000 0 0 MARVELL TECHNOLOGY INC COM 573874104 4221700 70000 SH SOLE 70000 0 0 MATCH GROUP INC NEW COM 57667L107 4745000 130000 SH SOLE 130000 0 0 META PLATFORMS INC CL A 30303M102 8495040 24000 SH SOLE 24000 0 0 MICRON TECHNOLOGY INC COM 595112103 853400 10000 SH SOLE 10000 0 0 NETFLIX INC COM 64110L106 4868800 10000 SH SOLE 10000 0 0 NVIDIA CORPORATION COM 67066G104 8913960 18000 SH SOLE 18000 0 0 OKTA INC CL A 679295105 1765335 19500 SH SOLE 19500 0 0 ONTO INNOVATION INC COM 683344105 1376100 9000 SH SOLE 9000 0 0 ORACLE CORP COM 68389X105 2003170 19000 SH SOLE 19000 0 0 SALESFORCE INC COM 79466L302 6578500 25000 SH SOLE 25000 0 0 SAP SE SPON ADR 803054204 4637700 30000 SH SOLE 30000 0 0 SEA LTD SPONSORD ADS 81141R100 1822500 45000 SH SOLE 45000 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 5975900 70000 SH SOLE 70000 0 0 SENTINELONE INC CL A 81730H109 6585600 240000 SH SOLE 240000 0 0 SERVICENOW INC COM 81762P102 4592185 6500 SH SOLE 6500 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 7307300 65000 SH SOLE 65000 0 0 SNAP INC CL A 83304A106 3555300 210000 SH SOLE 210000 0 0 SNOWFLAKE INC CL A 833445109 7363000 37000 SH SOLE 37000 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 7569630 151000 SH SOLE 151000 0 0 THE TRADE DESK INC COM CL A 88339J105 3957800 55000 SH SOLE 55000 0 0 TRIP COM GROUP LTD ADS 89677Q107 3601000 100000 SH SOLE 100000 0 0 UNITY SOFTWARE INC COM 91332U101 5315700 130000 SH SOLE 130000 0 0 VARONIS SYS INC COM 922280102 1171303 25868 SH SOLE 25868 0 0 WAYFAIR INC CL A 94419L101 2776500 45000 SH SOLE 45000 0 0 WESTERN DIGITAL CORP. COM 958102105 3665900 70000 SH SOLE 70000 0 0 WORKDAY INC CL A 98138H101 6855398 24833 SH SOLE 24833 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 7232500 125000 SH SOLE 125000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2157300 30000 SH SOLE 30000 0 0 ZSCALER INC COM 98980G102 5317440 24000 SH SOLE 24000 0 0