Q3 2025 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2025-11-12 · accession 0001172661-25-004727
$958.3M
Reported value
24
Positions
2025-09-30
Period end
The Brief · MayTech Global Investments, LLC · Q3 2025
AI · grounded in 13F
MayTech Global Investments, LLC established a new position in NVDA valued at $188.9M. The fund also initiated new stakes in META for $88.5M and GOOG for $73.9M. Additional new positions include AMZN at $64.6M, MELI at $58.6M, and MA at $45.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $188.9M | 19.7% | 1,012,563 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $88.5M | 9.24% | 120,517 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $73.9M | 7.72% | 303,618 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $64.6M | 6.74% | 294,091 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $58.6M | 6.12% | 25,081 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $45.8M | 4.78% | 80,608 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $45.3M | 4.73% | 49,281 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $39.8M | 4.16% | 156,391 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $39.3M | 4.10% | 192,843 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $36.3M | 3.78% | 37,463 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $33.0M | 3.45% | 6,112 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $32.2M | 3.36% | 328,881 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $31.0M | 3.24% | 69,407 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $30.9M | 3.22% | 130,295 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $28.3M | 2.95% | 302,080 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $26.8M | 2.79% | 1,672,709 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $22.2M | 2.32% | 91,433 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $21.5M | 2.24% | 387,083 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $20.7M | 2.16% | 307,747 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $17.6M | 1.84% | 47,701 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $12.2M | 1.27% | 356,520 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $347,896 | 0.04% | 692 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $232,131 | 0.02% | 448 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $213,533 | 0.02% | 319 | 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.