MCM

Maytus Capital Management Portfolio holdings

AUM $543M
1-Year Est. Return 54.54%
This Quarter Est. Return
1 Year Est. Return
+54.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.08M
3
+$5.86M
4
PYPL icon
PayPal
PYPL
+$5.84M
5
AVLR
Avalara, Inc.
AVLR
+$4.76M

Top Sells

1
+$6.46M
2
+$6.33M
3
+$5.67M
4
ZEN
ZENDESK INC
ZEN
+$5.1M
5
PS
Pluralsight, Inc. Class A Common Stock
PS
+$4.76M

Sector Composition

1 Technology 67.56%
2 Consumer Discretionary 10.03%
3 Communication Services 7.03%
4 Financials 6.47%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 4.61%
100,000
+26,000
2
$8.04M 3.91%
+60,000
3
$7.46M 3.63%
43,000
-4,500
4
$7.37M 3.58%
25,000
-8,500
5
$7.08M 3.44%
+34,000
6
$6.77M 3.29%
60,000
7
$6.37M 3.1%
31,000
+1,000
8
$5.88M 2.86%
16,000
+4,000
9
$5.86M 2.85%
+60,000
10
$5.84M 2.84%
+51,000
11
$5.77M 2.81%
34,500
-5,500
12
$4.91M 2.39%
29,000
+4,000
13
$4.89M 2.38%
170,000
14
$4.76M 2.32%
+66,000
15
$4.66M 2.27%
175,000
-50,000
16
$4.58M 2.23%
+33,500
17
$4.56M 2.22%
+30,000
18
$4.49M 2.19%
38,000
-22,000
19
$4.43M 2.16%
+1,080,000
20
$4.33M 2.11%
47,500
-12,500
21
$4.25M 2.06%
+110,000
22
$4.19M 2.04%
+70,000
23
$4.18M 2.03%
202,500
-157,500
24
$4.14M 2.01%
+75,000
25
$3.97M 1.93%
35,000
-6,000
1
2 3