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
Jabil
JBL
$22.9B
| – | – |
-25,099
|
|
||
|
JNPR
77
DELISTED
Juniper Networks
JNPR
| – | – |
-72,408
|
|
||
78
KLA
KLAC
$159B
| – | – |
-19,830
|
|
||
79
monday.com
MNDY
$7.86B
| – | – |
-20,392
|
|
||
80
Cloudflare
NET
$71.6B
| – | – |
-45,464
|
|
||
81
Okta
OKTA
$15.2B
| – | – |
-42,240
|
|
||
82
Paychex
PAYX
$40.8B
| – | – |
-8,250
|
|
||
83
Pinterest
PINS
$18.5B
| – | – |
-193,590
|
|
||
84
PayPal
PYPL
$57.3B
| – | – |
-156,523
|
|
||
85
Roku
ROKU
$13.7B
| – | – |
-54,130
|
|
||
86
SAP
SAP
$284B
| – | – |
-19,905
|
|
||
87
STMicroelectronics
STM
$22.9B
| – | – |
-188,846
|
|
||
88
Seagate
STX
$56.4B
| – | – |
-67,141
|
|
||
89
T-Mobile US
TMUS
$233B
| – | – |
-48,619
|
|
||
90
Texas Instruments
TXN
$166B
| – | – |
-72,450
|
|
||
91
Dayforce
DAY
$11.1B
| – | – |
-135,589
|
|
||
92
Reddit
RDDT
$41.8B
| – | – |
-22,660
|
|
||
|
SNDK
93
Sandisk
SNDK
$28.5B
| – | – |
-158,034
|
|
||
|
CRCL
94
Circle Internet Group
CRCL
$20.3B
| – | – |
-8,800
|
|
||
|
VOYG
95
Voyager Technologies
VOYG
$1.29B
| – | – |
-27,830
|
|
||
|
CHYM
96
Chime Financial
CHYM
$8.44B
| – | – |
-59,950
|
|