MayTech Global Investments, LLC — 13F Holdings & Portfolio
CIK 1731134 · latest 13F-HR filed 2026-07-29
MayTech Global Investments, LLC manages $900.2M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (19.54%), GOOG (10.72%), ASML (7.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 3, added to 9, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
STE 2700
NEW YORK, NY 10022
$900.2M
Long-equity book
22
Distinct positions
2026-06-30
Filed 2026-07-29
+2 / −3 / ↑9 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$31.8M +100.8%
- ASML HLDG NV$20.2M +40.9%
- NVIDIA CORPORATION$13.3M +8.2%
- ALPHABET INC$13.1M +15.7%
- ELI LILLY & CO$5.9M +23.6%
Top Trims
- INTUITIVE SURGICAL INC-$6.8M -21.0%
- META PLATFORMS INC-$4.8M -7.1%
- CME GROUP INC-$4.3M -27.7%
- NU HLDGS LTD-$3.0M -12.2%
- MERCADOLIBRE INC-$2.7M -6.5%
Exited Positions
- SERVICENOW INC$25.2M
- BERKSHIRE HATHAWAY INC DEL$298.1K
- ISHARES TR$209.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $175.9M | 19.54% | 878,980 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $96.5M | 10.72% | 273,112 | SH |
| 3 | ASML HLDG NV | ASML | N07059210 | $69.5M | 7.73% | 34,952 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $67.1M | 7.46% | 281,682 | SH |
| 5 | META PLATFORMS INC | META | 30303M102 | $63.8M | 7.09% | 113,252 | SH |
| 6 | PALO ALTO NETWORKS INC | PANW | 697435105 | $63.4M | 7.04% | 185,946 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $43.1M | 4.79% | 148,882 | SH |
| 8 | MERCADOLIBRE INC | MELI | 58733R102 | $39.3M | 4.36% | 23,135 | SH |
| 9 | MASTERCARD INCORPORATED | MA | 57636Q104 | $39.2M | 4.35% | 76,229 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $31.0M | 3.44% | 86,646 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $30.9M | 3.43% | 25,770 | SH |
| 12 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $25.9M | 2.88% | 145,347 | SH |
| 13 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $25.6M | 2.85% | 64,436 | SH |
| 14 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $22.6M | 2.51% | 312,962 | SH |
| 15 | NU HLDGS LTD | NU | G6683N103 | $21.2M | 2.36% | 1,588,187 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $20.8M | 2.31% | 43,547 | SH |
| 17 | DEXCOM INC | DXCM | 252131107 | $19.1M | 2.12% | 283,168 | SH |
| 18 | STRYKER CORPORATION | SYK | 863667101 | $15.0M | 1.66% | 47,506 | SH |
| 19 | BAKER HUGHES COMPANY | BKR | 05722G100 | $13.2M | 1.47% | 238,389 | SH |
| 20 | CME GROUP INC | CME | 12572Q105 | $11.3M | 1.25% | 51,112 | SH |
| 21 | ISHARES TR | ACWI | 464288257 | $5.0M | 0.56% | 32,029 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $820.0K | 0.09% | 5,224 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $900.2M | 22 | 0001172661-26-002894 |
| 2026-03-31 | 2026-05-14 | $819.8M | 23 | 0001172661-26-001930 |
| 2025-12-31 | 2026-02-13 | $987.7M | 27 | 0001172661-26-000787 |
| 2025-09-30 | 2025-11-12 | $958.3M | 24 | 0001172661-25-004727 |