MCM

Maytus Capital Management Portfolio holdings

AUM $466M
1-Year Est. Return 67.84%
This Quarter Est. Return
1 Year Est. Return
+67.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$15.9M
3
+$15.6M
4
CRWD icon
CrowdStrike
CRWD
+$12.5M
5
MDB icon
MongoDB
MDB
+$12.2M

Top Sells

1
+$20.4M
2
+$20.2M
3
+$14.2M
4
META icon
Meta Platforms (Facebook)
META
+$14M
5
SPLK
Splunk Inc
SPLK
+$13.3M

Sector Composition

1 Technology 80.68%
2 Consumer Discretionary 8.13%
3 Communication Services 7.68%
4 Financials 3.51%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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