Institutional Manager · CIK 0001731134
MayTech Global Investments, LLC
New York, NY · File #028-18381
Latest AUM
$987.7M
Positions
27
Top-10 Concentration
68.7%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SERVICENOW INC | NOW | +196,085 | +$30.0M | -$37.8M |
| NEW | ELI LILLY & CO | LLY | +22,714 | +$24.4M | $0 |
| EXITED | NOVO-NORDISK A S | 670100205 | -387,083 | -$21.5M | $0 |
| NEW | SEA LTD | SE | +123,418 | +$15.7M | $0 |
| REDUCE | NVIDIA CORPORATION | NVDA | -60,801 | -$11.3M | -$57,213 |
| NEW | ISHARES TR | 464288257 | +34,093 | +$4.8M | $0 |
| REDUCE | ALPHABET INC | GOOG | -5,304 | -$1.7M | +$21.3M |
| ADD | AMAZON COM INC | AMZN | +5,125 | +$1.2M | +$3.3M |
| ADD | INTUITIVE SURGICAL INC | ISRG | +1,548 | +$876,795 | +$8.3M |
| ADD | SALESFORCE INC | CRM | +2,741 | +$726,152 | +$3.6M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $987.7M
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $958.3M
- 13F HOLDINGS REPORTQ/E Jun 202524 pos · $965.4M
- 13F HOLDINGS REPORTQ/E Mar 202523 pos · $770.4M
- 13F HOLDINGS REPORTQ/E Dec 202424 pos · $848.9M
- 13F HOLDINGS REPORTQ/E Sep 202430 pos · $757.3M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $667.8M
- 13F HOLDINGS REPORTQ/E Mar 202428 pos · $611.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202328 pos · $429.6M
- 13F HOLDINGS REPORTQ/E Dec 202328 pos · $428.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 951,762 | $177.5M | 17.97% |
| 2 | ALPHABET INC | GOOG | 298,314 | $93.6M | 9.48% |
| 3 | META PLATFORMS INC | META | 121,534 | $80.2M | 8.12% |
| 4 | AMAZON COM INC | AMZN | 299,216 | $69.1M | 6.99% |
| 5 | MERCADOLIBRE INC | MELI | 25,216 | $50.8M | 5.14% |
| 6 | MASTERCARD INCORPORATED | MA | 81,750 | $46.7M | 4.73% |
| 7 | APPLE INC | AAPL | 157,467 | $42.8M | 4.33% |
| 8 | ASML HOLDING N V | ASMLF | 37,763 | $40.4M | 4.09% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 70,955 | $40.2M | 4.07% |
| 10 | SERVICENOW INC | NOW | 245,366 | $37.6M | 3.81% |
| 11 | PALO ALTO NETWORKS INC | PANW | 193,227 | $35.6M | 3.60% |
| 12 | SALESFORCE INC | CRM | 133,036 | $35.2M | 3.57% |
| 13 | BOOKING HOLDINGS INC | BKNG | 6,169 | $33.1M | 3.35% |
| 14 | ALPHABET INC | GOOG | 90,430 | $28.3M | 2.87% |
| 15 | NU HLDGS LTD | NU | 1,688,819 | $28.3M | 2.86% |
| 16 | UBER TECHNOLOGIES INC | UBER | 329,556 | $26.9M | 2.73% |
| 17 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 306,113 | $25.1M | 2.55% |
| 18 | ELI LILLY & CO | LLY | 22,714 | $24.4M | 2.47% |
| 19 | DEXCOM INC | DXCM | 305,149 | $20.3M | 2.05% |
| 20 | STRYKER CORPORATION | SYK | 48,135 | $16.9M | 1.71% |