13F HOLDINGS REPORT
MayTech Global Investments, LLC
Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001214659-23-006746
Total Value
$363.8M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 135,542 | $37.6M | 10.35% |
| 2 | APPLE INC | AAPL | 172,711 | $28.5M | 7.83% |
| 3 | META PLATFORMS INC | META | 133,410 | $28.3M | 7.77% |
| 4 | MERCADOLIBRE INC | MELI | 18,295 | $24.1M | 6.63% |
| 5 | MASTERCARD INCORPORATED | MA | 65,980 | $24.0M | 6.59% |
| 6 | AMAZON COM INC | AMZN | 219,075 | $22.6M | 6.22% |
| 7 | ALPHABET INC | GOOG | 215,062 | $22.4M | 6.15% |
| 8 | SALESFORCE INC | CRM | 98,775 | $19.7M | 5.42% |
| 9 | PIONEER NAT RES CO | 723787107 | 83,620 | $17.1M | 4.69% |
| 10 | NOVO-NORDISK A S | NONOF | 105,657 | $16.8M | 4.62% |
| 11 | SERVICENOW INC | NOW | 29,826 | $13.9M | 3.81% |
| 12 | DEXCOM INC | DXCM | 116,382 | $13.5M | 3.72% |
| 13 | PAYPAL HLDGS INC | PYPL | 173,938 | $13.2M | 3.63% |
| 14 | PALO ALTO NETWORKS INC | PANW | 64,981 | $13.0M | 3.57% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 48,918 | $12.5M | 3.44% |
| 16 | SEA LTD | SE | 138,031 | $11.9M | 3.28% |
| 17 | BOOKING HOLDINGS INC | BKNG | 4,319 | $11.5M | 3.15% |
| 18 | ALPHABET INC | GOOG | 96,545 | $10.0M | 2.75% |
| 19 | STRYKER CORPORATION | SYK | 28,621 | $8.2M | 2.25% |
| 20 | DR REDDYS LABS LTD | 256135203 | 91,041 | $5.2M | 1.42% |
| 21 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 164,144 | $4.0M | 1.10% |
| 22 | WAL-MART DE MEXICO SA SPON ADR | 93114W107 | 42,576 | $1.7M | 0.47% |
| 23 | ISHARES TR | 464287200 | 3,365 | $1.4M | 0.38% |
| 24 | MID-AMER APT CMNTYS INC | 59522J103 | 4,445 | $671,373 | 0.18% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,582 | $488,474 | 0.13% |
| 26 | AMERICAN EXPRESS CO | AXP | 2,832 | $467,138 | 0.13% |
| 27 | KROGER CO | KR | 8,000 | $394,960 | 0.11% |
| 28 | COCA COLA CO | KO | 5,790 | $359,154 | 0.10% |
| 29 | TOTALENERGIES SE | TTE | 4,572 | $269,977 | 0.07% |
| 30 | ISHARES MSCI ACWI ETF | 464288257 | 1,211 | $110,394 | 0.03% |