Q2 2025 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2025-08-15 · accession 0001172661-25-003561
$965.4M
Reported value
24
Positions
2025-06-30
Period end
The Brief · MayTech Global Investments, LLC · Q2 2025
AI · grounded in 13F
MayTech Global Investments, LLC established a new position in NVDA valued at $176.1M. The fund also initiated new stakes in META for $93.7M and AMZN for $67.9M. Additional new positions include MELI at $67.4M, GOOG at $57.7M, and NOW at $52.0M. The fund ended the period with 24 positions and total AUM of $965.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $176.1M | 18.2% | 1,092,582 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $93.7M | 9.71% | 125,903 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $67.9M | 7.03% | 304,787 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $67.4M | 6.98% | 26,229 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $57.7M | 5.98% | 318,679 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $52.0M | 5.39% | 51,403 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $47.3M | 4.90% | 83,986 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $40.0M | 4.14% | 201,379 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $39.0M | 4.04% | 73,621 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $37.3M | 3.86% | 138,140 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $36.7M | 3.80% | 6,401 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $33.3M | 3.45% | 162,001 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $31.6M | 3.27% | 342,282 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $30.4M | 3.14% | 38,823 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $30.3M | 3.14% | 311,744 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $26.7M | 2.76% | 310,631 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $26.7M | 2.76% | 410,241 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $19.5M | 2.02% | 49,411 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $19.2M | 1.99% | 1,433,124 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $16.1M | 1.67% | 91,359 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $14.5M | 1.50% | 188,950 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $1.6M | 0.17% | 12,322 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $336,153 | 0.03% | 692 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $222,906 | 0.02% | 448 | Common | SOLE |
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.