Q1 2026 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001930
$819.8M
Reported value
23
Positions
2026-03-31
Period end
The Brief · MayTech Global Investments, LLC · Q1 2026
AI · grounded in 13F
MayTech Global Investments, LLC closed its position in CRM, reducing exposure by $35.2M. The fund also exited positions in MMYT and SE, while establishing a new position in CME valued at $15.6M. Additionally, the fund increased its holdings in ACWI and LLY by 23.5% and 19.7% respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $162.6M | 19.8% | 932,066 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $83.4M | 10.2% | 290,778 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $68.6M | 8.37% | 119,970 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $61.9M | 7.55% | 297,063 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $49.4M | 6.02% | 37,372 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $42.0M | 5.13% | 24,301 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $40.2M | 4.90% | 80,418 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $39.6M | 4.83% | 156,174 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $32.4M | 3.96% | 70,382 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $31.6M | 3.85% | 196,965 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $26.2M | 3.19% | 6,211 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $26.0M | 3.17% | 90,441 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $25.2M | 3.07% | 240,834 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $25.0M | 3.05% | 27,183 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $24.2M | 2.95% | 1,682,438 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $24.1M | 2.94% | 334,839 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $18.8M | 2.29% | 299,552 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $16.5M | 2.01% | 50,214 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $15.6M | 1.91% | 52,874 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $5.8M | 0.71% | 42,117 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $298,062 | 0.04% | 622 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $217,509 | 0.03% | 1,572 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $209,705 | 0.03% | 321 | 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.