MCM
Maytus Capital Management Portfolio holdings
AUM
$543M
1-Year Est. Return
54.54%
1 Year Est. Return
+54.54%
AUM
$325M
AUM Growth
+$38.8M
(+14%)
Holding
76
Top Buys
| 1 | +$11.8M | |
| 2 | +$11.5M | |
| 3 | +$9.22M | |
| 4 |
SAP
SAP
|
+$9.03M |
| 5 |
Micron Technology
MU
|
+$8.69M |
Top Sells
| 1 | +$13.7M | |
| 2 | +$9.76M | |
| 3 | +$8.07M | |
| 4 |
Global Payments
GPN
|
+$7.58M |
| 5 |
IBM
IBM
|
+$7.25M |
Sector Composition
| 1 | Technology | 66.56% |
| 2 | Communication Services | 14.96% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 8.79% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CrowdStrike
CRWD
$137B
| – | – |
-16,500
|
|