MayTech Global Investments, LLC — 13F Holdings & Portfolio
CIK 1731134 · latest 13F-HR filed 2026-05-14
MayTech Global Investments, LLC manages $819.8M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (19.83%), GOOG (10.17%), META (8.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 5, added to 2, and trimmed 16.
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.
$819.8M
Long-equity book
23
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −5 / ↑2 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NVIDIA CORPORATION-$15.0M -8.4%
- SERVICENOW INC-$12.4M -33.0%
- META PLATFORMS INC-$11.6M -14.4%
- ALPHABET INC-$10.2M -10.9%
- MERCADOLIBRE INC-$8.8M -17.3%
Exited Positions
- SALESFORCE INC$35.2M
- MAKEMYTRIP LIMITED MAURITIUS$25.1M
- SEA LTD$15.7M
- HDFC BANK LTD$13.0M
- MICROSOFT CORP$216.8K
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 | $162.6M | 19.83% | 932,066 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $83.4M | 10.17% | 290,778 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $68.6M | 8.37% | 119,970 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $61.9M | 7.55% | 297,063 | SH |
| 5 | ASML HLDG NV | ASML | N07059210 | $49.4M | 6.02% | 37,372 | SH |
| 6 | MERCADOLIBRE INC | MELI | 58733R102 | $42.0M | 5.13% | 24,301 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $40.2M | 4.90% | 80,418 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $39.6M | 4.83% | 156,174 | SH |
| 9 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $32.4M | 3.96% | 70,382 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $31.6M | 3.85% | 196,965 | SH |
| 11 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $26.2M | 3.19% | 6,211 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $26.0M | 3.17% | 90,441 | SH |
| 13 | SERVICENOW INC | NOW | 81762P102 | $25.2M | 3.07% | 240,834 | SH |
| 14 | ELI LILLY & CO | LLY | 532457108 | $25.0M | 3.05% | 27,183 | SH |
| 15 | NU HLDGS LTD | NU | G6683N103 | $24.2M | 2.95% | 1,682,438 | SH |
| 16 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $24.1M | 2.94% | 334,839 | SH |
| 17 | DEXCOM INC | DXCM | 252131107 | $18.8M | 2.29% | 299,552 | SH |
| 18 | STRYKER CORPORATION | SYK | 863667101 | $16.5M | 2.01% | 50,214 | SH |
| 19 | CME GROUP INC | CME | 12572Q105 | $15.6M | 1.91% | 52,874 | SH |
| 20 | ISHARES TR | ACWI | 464288257 | $5.8M | 0.71% | 42,117 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $298.1K | 0.04% | 622 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $217.5K | 0.03% | 1,572 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $209.7K | 0.03% | 321 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |