Investment company Maytus Capital Management, LLC (Current Portfolio) buys ServiceNow Inc., Datadog Inc., Elastic NV, Splunk Inc., Mastercard Inc., sells Salesforce.com Inc., Alphabet Inc., McAfee Corp., Analog Devices Inc., Global Payments Inc. during the 3-month period that ended in 2021Q4, according to the latest filing of the investment company, Maytus Capital Management, LLC. In 2021Q4, Maytus Capital Management, LLC owned 50 stocks with a total value of $ 432 million. These are the details of purchases and sales.
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New Purchases: NOW, DDOG, ESTC, SPLK, MU, CTSH, SNOW, COUP, JNPR, NXPI, NVDA, MRVL, MCHP, NFLX, S, S, TTD, TDCX, COIN, WIX, ROKU, PYPL, ETSY, BEKE, WDC, SNAP,
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Positions Added: MA, MDB, PANW, MSFT, PAYC, FB, XPEV, IS, QRVO, MTCH, VRNS, SYF, Z, NOK, HUBS, UBER, BKNG, NIO,
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Reduced Positions: JD, ON, INTU, KLAC, AMAT, ZNGA, TWLO,
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Gone: CRM, GOOGL, MCFE, ADI, GPN, BSY, SE, ASML, SQ, BMBL, ERIC, FISV, ATVI, PDD, ADBE, ZM, CSCO, ABNB, VMW, DELL, TTWO,
For details of buying and selling stock of Maytus Capital Management, LLC,
go to https://www.gurufocus.com/guru/maytus+capital+management%2C+llc/current-portfolio/portfolio
These are the top 5 held by Maytus Capital Management, LLC
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ServiceNow Inc (NOW) – 31,500 shares, 4.74% of total portfolio. New Position
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Palo Alto Networks Inc (PANW) – 36,500 shares, 4.71% of the total portfolio. Parts added by 108.57%
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Microsoft Corp (MSFT) – 60,000 shares, 4.67% of total portfolio. Added shares of 100.00%
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Mastercard Inc (MA) – 55,000 shares, 4.58% of total portfolio. Added shares of 197.30%
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Datadog Inc (DDOG) – 110,000 shares, 4.54% of total portfolio. New Position
New Purchase: ServiceNow Inc (NOW)
Maytus Capital Management, LLC began holding ServiceNow Inc. Purchase prices are between $ 599.57 and $ 701.73, with an estimated average price of $ 656.59. The stock is now trading at approximately $ 573.2 million. The impact on a portfolio due to this purchase is 4.74%. The holding was 31,500 shares in 2021-12-31.
New Purchase: Datadog Inc (DDOG)
Maytus Capital Management, LLC began handling Datadog Inc. Purchase prices were between $ 137.1 and $ 196.56, with an estimated average price of $ 170.44. The stock is now trading at approximately $ 152.620000. The impact on a portfolio due to this purchase is 4.54%. The holding was 110,000 shares in 2021-12-31.
New Purchase: Elastic NV (ESTC)
Maytus Capital Management, LLC began handling Elastic NV. Purchase prices are between $ 110.55 and $ 186.78, with an estimated average price of $ 150.73. The stock is now trading at approximately $ 89.920000. The impact on a portfolio due to this purchase is 3.28%. The holding was 115,000 shares in 2021-12-31.
New Purchase: Splunk Inc (SPLK)
Maytus Capital Management, LLC began handling Splunk Inc. Purchase prices are between $ 108.91 and $ 173.31, with an estimated average price of $ 138.99. The stock is now trading at approximately $ 117.780000. The impact on a portfolio due to this purchase is 3.08%. The holding was 115,000 shares in 2021-12-31.
New Purchase: Micron Technology Inc (MU)
Maytus Capital Management, LLC began holding Micron Technology Inc. Purchase prices are between $ 66.38 and $ 96.17, with an estimated average price of $ 78.57. The stock is now trading at approximately $ 80.87 million. The impact on a portfolio due to this purchase is 2.59%. The holding was 120,000 shares in 2021-12-31.
New Purchase: Cognizant Technology Solutions Corp (CTSH)
Maytus Capital Management, LLC began handling Cognizant Technology Solutions Corp. Purchase prices are between $ 74.34 and $ 89.59, with an estimated average price of $ 80.6. The stock is now trading at around $ 87.7 million. The impact on a portfolio due to this purchase is 2.57%. The holding was 125,000 shares in 2021-12-31.
Added: Mastercard Inc (MA)
Maytus Capital Management, LLC added a holding in Mastercard Inc. of 197.30%. Purchase prices are between $ 306.28 and $ 369.56, with an estimated average price of $ 345.75. The stock is now trading at around $ 376.130000. The impact on a portfolio due to this purchase is 3.04%. The holding was 55,000 shares in 2021-12-31.
Added: Palo Alto Networks Inc (PANW)
Maytus Capital Management, LLC added a holding to Palo Alto Networks Inc. of 108.57%. Purchase prices are between $ 469.54 and $ 568.34, with an estimated average price of $ 520.64. The stock is now trading at approximately $ 510.980000. The impact on a portfolio due to this purchase is 2.45%. The holding was 36,500 shares in 2021-12-31.
Added: MongoDB Inc (MDB)
Maytus Capital Management, LLC added a holding to MongoDB Inc. of 133.33%. Purchase prices are between $ 429.34 and $ 585.03, with an estimated average price of $ 513.15. The stock is now trading at approximately $ 407.830000. The impact on a portfolio due to this purchase is 2.45%. The holding was 35,000 shares in 2021-12-31.
Added: Microsoft Corp (MSFT)
Maytus Capital Management, LLC added a holding in Microsoft Corp. of 100.00%. Purchase prices are between $ 283.11 and $ 343.11, with an estimated average price of $ 325.12. The stock is now trading at approximately $ 300.950000. The impact on a portfolio due to this purchase is 2.34%. The holding was 60,000 shares in 2021-12-31.
Added: Paycom Software Inc (PAYC)
Maytus Capital Management, LLC added a holding in Paycom Software Inc of 141.38%. Purchase prices are between $ 399.37 and $ 553.23, with an estimated average price of $ 471.9. The stock is now trading at approximately $ 328.580000. The impact on a portfolio due to this purchase is 1.97%. The holding was 35,000 shares in 2021-12-31.
Added: Meta Platforms Inc (FB)
Maytus Capital Management, LLC added a holding in Meta Platforms Inc. of 38.33%. Purchase prices were between $ 306.84 and $ 347.56, with an estimated average price of $ 332.02. The stock is now trading at approximately $ 224.910000. The impact on a portfolio due to this purchase is 0.9%. The holding was 41,500 shares in 2021-12-31.
Sold Out: Salesforce.com Inc (CRM)
Maytus Capital Management, LLC bought a stake in Salesforce.com Inc. Sale prices are between $ 247.21 and $ 309.96, with an estimated average price of $ 280.77.
Sold Out: Alphabet Inc (GOOGL)
Maytus Capital Management, LLC bought a stake in Alphabet Inc. The sale prices were between $ 2673.19 and $ 2996.77, with an estimated average price of $ 2884.33.
Sold Out: McAfee Corp (MCFE)
Maytus Capital Management, LLC bought a stake in McAfee Corp. Sale prices are between $ 20.6 and $ 25.85, with an estimated average price of $ 24.18.
Expired: Analog Devices Inc (ADI)
Maytus Capital Management, LLC bought a stake in Analog Devices Inc. The sale prices were between $ 164.02 and $ 188.8, with an estimated average price of $ 177.37.
Sold Out: Global Payments Inc (GPN)
Maytus Capital Management, LLC bought a stake in Global Payments Inc. The sale prices were between $ 117.86 and $ 161.31, with an estimated average price of $ 137.3.
Exhausted: Bentley Systems Inc (BSY)
Maytus Capital Management, LLC bought a stake in Bentley Systems Inc. Sale prices are between $ 46.65 and $ 60.5, with an estimated average price of $ 53.84.
Here is the complete portfolio of Maytus Capital Management, LLC. See also:
1. Maytus Capital Management, LLC’s Undervalued Stocks
2. Maytus Capital Management, LLC’s Top Growth Companies, at
3. Maytus Capital Management, LLC’s High Yield stocks
4. Stocks continuously purchased by Maytus Capital Management, LLCAThis article first appeared on GuruFocus.