MondegarAI
MayTech Global Investments, LLC

Q2 2024 · 13F-HR

MayTech Global Investments, LLCholdings as filed

Filed 2024-08-08 · accession 0001172661-24-003160

$667.8M
Reported value
30
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$150.2M22.5%1,215,472CommonSOLE
30303M102METAMETA PLATFORMS INC$45.1M6.76%89,479CommonSOLE
023135106AMZNAMAZON COM INC$43.1M6.45%222,873CommonSOLE
02079K107GOOGALPHABET INC$40.2M6.03%219,439CommonSOLE
037833100AAPLAPPLE INC$36.2M5.42%171,848CommonSOLE
58733R102MELIMERCADOLIBRE INC$32.5M4.87%19,779CommonSOLE
670100205NVONOVO-NORDISK A S$31.8M4.77%223,077CommonSOLE
81762P102NOWSERVICENOW INC$30.7M4.60%39,078CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$29.0M4.34%65,736CommonSOLE
N07059210ASMLASML HOLDING N V$28.6M4.28%27,948CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$26.8M4.02%79,153CommonSOLE
79466L302CRMSALESFORCE INC$26.4M3.96%102,870CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$24.6M3.69%55,339CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$20.6M3.09%245,324CommonSOLE
252131107DXCMDEXCOM INC$19.1M2.87%168,759CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$19.0M2.84%4,785CommonSOLE
02079K305GOOGLALPHABET INC$16.7M2.50%91,819CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$13.1M1.95%34,066CommonSOLE
G27358103DESP1EURDESPEGAR COM CORP$11.8M1.77%894,661CommonSOLE
863667101SYKSTRYKER CORPORATION$10.3M1.54%30,186CommonSOLE
40415F101HDBHDFC BANK LTD$8.7M1.31%135,732CommonSOLE
464287200IVVISHARES TR$586,4980.09%1,072CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$510,8290.08%3,582CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$463,3450.07%1,139CommonSOLE
501044101KRKROGER CO$399,4400.06%8,000CommonSOLE
191216100KOCOCA COLA CO$391,4480.06%6,150CommonSOLE
464288257ACWIISHARES TR$290,2090.04%2,582CommonSOLE
89151E109TTENTOTALENERGIES SE$210,9760.03%3,164CommonSOLE
594918104MSFTMICROSOFT CORP$200,2160.03%448CommonSOLE
87978U108OVASUSDTEMPEST THERAPEUTICS INC$21,9000.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.