MayTech Global Investments, LLC
13F Reported Value
ⓘ$900.2M
Holdings
22
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MayTech Global Investments, LLC disclosed 22 positions worth $900.2M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 19.5% of the equity portfolio, followed by $GOOGL and $ASML. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $TSM and a full exit from $NOW. The portfolio is most concentrated in Technology (57.4% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$175.9M878,980 sh - 78.2#57
Quality
$96.5M273,112 sh - —
Quality
$69.5M34,952 sh - 68.7
Quality
$67.1M281,682 sh - 79.6
Quality
$63.8M113,252 sh - 65.5
Quality
$63.4M185,946 sh - 76.4
Quality
$43.1M148,882 sh - 80.2
Quality
$39.3M23,135 sh - 85.1
Quality
$39.2M76,229 sh - 78.2
Quality
$31.0M86,646 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $175.9M | 878,980 |
 Alphabet Inc.$GOOGL | 78.2#57 | $96.5M | 273,112 |
 ASML HOLDING NV$ASML | — | $69.5M | 34,952 |
 AMAZON COM INC$AMZN | 68.7 | $67.1M | 281,682 |
 Meta Platforms, Inc.$META | 79.6 | $63.8M | 113,252 |
 Palo Alto Networks Inc$PANW | 65.5 | $63.4M | 185,946 |
 Apple Inc.$AAPL | 76.4 | $43.1M | 148,882 |
 MERCADOLIBRE INC$MELI | 80.2 | $39.3M | 23,135 |
 Mastercard Inc$MA | 85.1 | $39.2M | 76,229 |
 Alphabet Inc.$GOOG | 78.2 | $31.0M | 86,646 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MayTech Global Investments, LLC's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Technology
$517.0M
Consumer Discretionary
$132.3M
Healthcare
$90.6M
Financials
$71.7M
Industrials
$70.4M
Energy
$13.2M
Other
$5.0M
Full Holdings — MayTech Global Investments, LLC (Q2 2026)
All 22 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 | $175.9M | 19.5% | -6% | 85.9 |
| 2 | $GOOGL | Alphabet Inc. | $96.5M | 10.7% | -6% | 78.2 |
| 3 | $ASML | ASML HOLDING NV | $69.5M | 7.7% | -6% | — |
| 4 | $AMZN | AMAZON COM INC | $67.1M | 7.5% | -5% | 68.7 |
| 5 | $META | Meta Platforms, Inc. | $63.8M | 7.1% | -6% | 79.6 |
| 6 | $PANW | Palo Alto Networks Inc | $63.4M | 7.0% | -6% | 65.5 |
| 7 | $AAPL | Apple Inc. | $43.1M | 4.8% | -5% | 76.4 |
| 8 | $MELI | MERCADOLIBRE INC | $39.3M | 4.4% | -5% | 80.2 |
| 9 | $MA | Mastercard Inc | $39.2M | 4.3% | -5% | 85.1 |
| 10 | $GOOG | Alphabet Inc. | $31.0M | 3.4% | -4% | 78.2 |
| 11 |  $LLY | ELI LILLY & Co | $30.9M | 3.4% | -5% | 87.5 |
| 12 |  $BKNG | Booking Holdings Inc. | $25.9M | 2.9% | +2240% | 58.5 |
| 13 |  $ISRG | INTUITIVE SURGICAL INC | $25.6M | 2.9% | -8% | 79.9 |
| 14 |  $UBER | Uber Technologies, Inc | $22.6M | 2.5% | -7% | 73.5 |
| 15 |  $NU | Nu Holdings Ltd. | $21.2M | 2.4% | -6% | — |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $20.8M | 2.3% | NEW | — |
| 17 |  $DXCM | DEXCOM INC | $19.1M | 2.1% | -5% | 76 |
| 18 |  $SYK | STRYKER CORP | $15.0M | 1.7% | -5% | 72.1 |
| 19 |  $BKR | Baker Hughes Co | $13.2M | 1.5% | NEW | 60.7 |
| 20 |  $CME | CME GROUP INC. | $11.3M | 1.3% | -3% | 69.5 |
| 21 | — | ISHARES TR - MSCI ACWI ETF | $5.0M | 0.6% | -24% | — |
| 22 |  $DOV | DOVER Corp | $819,976 | 0.1% | +232% | 58.1 |
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