13F HOLDINGS REPORT
MayTech Global Investments, LLC
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001214659-23-010991
Total Value
$504.7M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 153,485 | $64.9M | 12.86% |
| 2 | META PLATFORMS INC | META | 185,109 | $53.1M | 10.53% |
| 3 | APPLE INC | AAPL | 196,808 | $38.2M | 7.56% |
| 4 | AMAZON COM INC | AMZN | 251,373 | $32.8M | 6.49% |
| 5 | ALPHABET INC | GOOG | 254,499 | $30.8M | 6.10% |
| 6 | MASTERCARD INCORPORATED | MA | 75,901 | $29.9M | 5.91% |
| 7 | MERCADOLIBRE INC | MELI | 21,213 | $25.1M | 4.98% |
| 8 | SALESFORCE INC | CRM | 114,719 | $24.2M | 4.80% |
| 9 | PALO ALTO NETWORKS INC | PANW | 78,625 | $20.1M | 3.98% |
| 10 | PIONEER NAT RES CO | 723787107 | 96,805 | $20.1M | 3.97% |
| 11 | NOVO-NORDISK A S | NONOF | 122,804 | $19.9M | 3.94% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 57,696 | $19.7M | 3.91% |
| 13 | SERVICENOW INC | NOW | 34,567 | $19.4M | 3.85% |
| 14 | DEXCOM INC | DXCM | 133,576 | $17.2M | 3.40% |
| 15 | PAYPAL HLDGS INC | PYPL | 206,459 | $13.8M | 2.73% |
| 16 | BOOKING HOLDINGS INC | BKNG | 5,074 | $13.7M | 2.71% |
| 17 | ALPHABET INC | GOOG | 101,729 | $12.2M | 2.41% |
| 18 | SEA LTD | SE | 191,625 | $11.1M | 2.20% |
| 19 | STRYKER CORPORATION | SYK | 32,114 | $9.8M | 1.94% |
| 20 | ASML HOLDING N V | ASMLF | 12,737 | $9.2M | 1.83% |
| 21 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 193,605 | $5.2M | 1.03% |
| 22 | SELECT SECTOR SPDR TR | 81369Y886 | 50,000 | $3.3M | 0.65% |
| 23 | EISAI CO LTD ADR | 28258A107 | 139,495 | $2.4M | 0.47% |
| 24 | WAL-MART DE MEXICO SA SPON ADR | 93114W107 | 46,251 | $1.8M | 0.36% |
| 25 | WEC ENERGY GROUP INC | WEC | 17,432 | $1.5M | 0.30% |
| 26 | VANGUARD WORLD FDS | 92204A876 | 9,716 | $1.4M | 0.27% |
| 27 | ISHARES TR | 464287200 | 2,824 | $1.3M | 0.25% |
| 28 | MID-AMER APT CMNTYS INC | 59522J103 | 4,445 | $675,018 | 0.13% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,582 | $539,462 | 0.11% |
| 30 | AMERICAN EXPRESS CO | AXP | 2,832 | $493,334 | 0.10% |
| 31 | KROGER CO | KR | 8,000 | $376,000 | 0.07% |
| 32 | COCA COLA CO | KO | 5,790 | $348,674 | 0.07% |
| 33 | TOTALENERGIES SE | TTE | 4,572 | $263,530 | 0.05% |