MCM
Maytus Capital Management Portfolio holdings
AUM
$466M
1-Year Est. Return
67.84%
1 Year Est. Return
+67.84%
AUM
$466M
AUM Growth
-$76.7M
(-14%)
Holding
96
Top Buys
| 1 | +$25.9M | |
| 2 | +$13.1M | |
| 3 | +$13M | |
| 4 |
AT&T
T
|
+$12.7M |
| 5 |
Palo Alto Networks
PANW
|
+$10.5M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$18.8M | |
| 3 | +$17.8M | |
| 4 |
Mastercard
MA
|
+$16M |
| 5 |
Broadcom
AVGO
|
+$15.8M |
Sector Composition
| 1 | Technology | 63.75% |
| 2 | Communication Services | 10.92% |
| 3 | Consumer Discretionary | 8.16% |
| 4 | Financials | 6.98% |
| 5 | Industrials | 1.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Reddit
RDDT
$43.8B
| – | – |
-22,660
|
|
||
|
SNDK
77
Sandisk
SNDK
$60.6B
| – | – |
-158,034
|
|
||
|
CRCL
78
Circle Internet Group
CRCL
$18.5B
| – | – |
-8,800
|
|
||
|
VOYG
79
Voyager Technologies
VOYG
$2.07B
| – | – |
-27,830
|
|
||
|
CHYM
80
Chime Financial
CHYM
$9.77B
| – | – |
-59,950
|
|
||
|
JNPR
81
DELISTED
Juniper Networks
JNPR
| – | – |
-72,408
|
|
||
82
KLA
KLAC
$206B
| – | – |
-19,830
|
|
||
83
monday.com
MNDY
$6.53B
| – | – |
-20,392
|
|
||
84
Cloudflare
NET
$64.5B
| – | – |
-45,464
|
|
||
85
Okta
OKTA
$15.9B
| – | – |
-42,240
|
|
||
86
Paychex
PAYX
$39.9B
| – | – |
-8,250
|
|
||
87
Pinterest
PINS
$17.5B
| – | – |
-193,590
|
|
||
88
PayPal
PYPL
$53.2B
| – | – |
-156,523
|
|
||
89
Seagate
STX
$71.1B
| – | – |
-67,141
|
|
||
90
T-Mobile US
TMUS
$208B
| – | – |
-48,619
|
|
||
91
Applovin
APP
$192B
| – | – |
-9,800
|
|
||
92
Maplebear
CART
$10.3B
| – | – |
-94,399
|
|
||
93
Ciena
CIEN
$34.3B
| – | – |
-101,808
|
|
||
94
Cisco
CSCO
$297B
| – | – |
-33,000
|
|
||
95
CyberArk
CYBR
$22.9B
| – | – |
-32,584
|
|
||
96
Elastic
ESTC
$7.52B
| – | – |
-55,106
|
|