MayTech Global Investments, LLC
13F Reported Value
ⓘ$819.8M
Holdings
23
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MayTech Global Investments, LLC disclosed 23 positions worth $819.8M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 19.8% of the equity portfolio, followed by $GOOGL and $META. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $CME and a full exit from $CRM. The portfolio is most concentrated in Technology (56.2% of disclosed assets). All figures are sourced directly from MayTech Global Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1731134.
AI Fund Analysis
Concentrating
$NVDA
$GOOG
$META
$AMZN
$ASML
$PANW
$BKNG
$UBER
$SYKSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$162.6M932,066 sh - 80.2#45
Quality
$83.4M290,778 sh - 80.9#35
Quality
$68.6M119,970 sh - 74.6
Quality
$61.9M297,063 sh - —
Quality
$49.4M37,372 sh - 77.5
Quality
$42.0M24,301 sh - 81.7
Quality
$40.2M80,418 sh - 76.1
Quality
$39.6M156,174 sh - 81.4
Quality
$32.4M70,382 sh - 66.5
Quality
$31.6M196,965 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $162.6M | 932,066 |
 Alphabet Inc.$GOOGL | 80.2#45 | $83.4M | 290,778 |
| Meta Platforms, Inc.$META | 80.9#35 | $68.6M | 119,970 |
| AMAZON COM INC$AMZN | 74.6 | $61.9M | 297,063 |
| ASML HOLDING NV$ASML | — | $49.4M | 37,372 |
 MERCADOLIBRE INC$MELI | 77.5 | $42.0M | 24,301 |
 Mastercard Inc$MA | 81.7 | $40.2M | 80,418 |
 Apple Inc.$AAPL | 76.1 | $39.6M | 156,174 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $32.4M | 70,382 |
| Palo Alto Networks Inc$PANW | 66.5 | $31.6M | 196,965 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MayTech Global Investments, LLC's 23 positions.
Showing top 10 of 23 holdings.
Sector Allocation
Technology
$461.1M
Consumer Discretionary
$130.1M
Healthcare
$92.8M
Financials
$80.3M
Industrials
$49.6M
Other
$6.0M
Full Holdings — MayTech Global Investments, LLC (Q1 2026)
All 23 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $162.6M | 19.8% | -2% | 90.2 |
| 2 | $GOOGL | Alphabet Inc. | $83.4M | 10.2% | -3% | 80.2 |
| 3 | $META | Meta Platforms, Inc. | $68.6M | 8.4% | -1% | 80.9 |
| 4 | $AMZN | AMAZON COM INC | $61.9M | 7.5% | -1% | 74.6 |
| 5 | $ASML | ASML HOLDING NV | $49.4M | 6.0% | -1% | — |
| 6 | $MELI | MERCADOLIBRE INC | $42.0M | 5.1% | -4% | 77.5 |
| 7 | $MA | Mastercard Inc | $40.2M | 4.9% | -2% | 81.7 |
| 8 | $AAPL | Apple Inc. | $39.6M | 4.8% | -1% | 76.1 |
| 9 | $ISRG | INTUITIVE SURGICAL INC | $32.4M | 4.0% | -1% | 81.4 |
| 10 | $PANW | Palo Alto Networks Inc | $31.6M | 3.9% | +2% | 66.5 |
| 11 | $BKNG | Booking Holdings Inc. | $26.2M | 3.2% | +1% | 55.3 |
| 12 | $GOOG | Alphabet Inc. | $26.0M | 3.2% | +0% | 80.2 |
| 13 |  $NOW | ServiceNow, Inc. | $25.2M | 3.1% | -2% | 76 |
| 14 |  $LLY | ELI LILLY & Co | $25.0M | 3.0% | +20% | 89.3 |
| 15 |  $NU | Nu Holdings Ltd. | $24.2M | 3.0% | -0% | — |
| 16 | $UBER | Uber Technologies, Inc | $24.1M | 2.9% | +2% | 79.3 |
| 17 |  $DXCM | DEXCOM INC | $18.8M | 2.3% | -2% | 77.9 |
| 18 | $SYK | STRYKER CORP | $16.5M | 2.0% | +4% | 69.8 |
| 19 |  $CME | CME GROUP INC. | $15.6M | 1.9% | NEW | 74.5 |
| 20 | — | ISHARES TR | $5.8M | 0.7% | +24% | — |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $298,062 | 0.0% | +0% | 64.5 |
| 22 |  $DOV | DOVER Corp | $217,509 | 0.0% | -37% | 63.1 |
| 23 | — | ISHARES TR | $209,705 | 0.0% | +0% | — |
New Positions (1)
$CME CME GROUP INC.$15.6M
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