Q4 2025 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2026-02-13 · accession 0001172661-26-000787
$987.7M
Reported value
27
Positions
2025-12-31
Period end
The Brief · MayTech Global Investments, LLC · Q4 2025
AI · grounded in 13F
MayTech Global Investments, LLC initiated a new position in LLY worth $24.4M. The fund closed its entire position in NVO, resulting in a $21.5M reduction. Other notable activity includes a new $15.7M stake in SE and a new position in ACWI valued at $4.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $177.5M | 18.0% | 951,762 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $93.6M | 9.48% | 298,314 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $80.2M | 8.12% | 121,534 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $69.1M | 6.99% | 299,216 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $50.8M | 5.14% | 25,216 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $46.7M | 4.73% | 81,750 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $42.8M | 4.33% | 157,467 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $40.4M | 4.09% | 37,763 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $40.2M | 4.07% | 70,955 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $37.6M | 3.81% | 245,366 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $35.6M | 3.60% | 193,227 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $35.2M | 3.57% | 133,036 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $33.1M | 3.35% | 6,169 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $28.3M | 2.87% | 90,430 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $28.3M | 2.86% | 1,688,819 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $26.9M | 2.73% | 329,556 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $25.1M | 2.55% | 306,113 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $24.4M | 2.47% | 22,714 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $20.3M | 2.05% | 305,149 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $16.9M | 1.71% | 48,135 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $15.7M | 1.59% | 123,418 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $13.0M | 1.32% | 356,320 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $4.8M | 0.49% | 34,093 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $354,628 | 0.04% | 2,513 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $312,648 | 0.03% | 622 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $219,295 | 0.02% | 320 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $216,766 | 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.