Q2 2026 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2026-07-29 · accession 0001172661-26-002894
$900.2M
Reported value
22
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $175.9M | 19.5% | 878,980 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $96.5M | 10.7% | 273,112 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $69.5M | 7.73% | 34,952 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $67.1M | 7.46% | 281,682 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $63.8M | 7.09% | 113,252 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $63.4M | 7.04% | 185,946 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $43.1M | 4.79% | 148,882 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $39.3M | 4.36% | 23,135 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $39.2M | 4.35% | 76,229 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $31.0M | 3.44% | 86,646 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $30.9M | 3.43% | 25,770 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $25.9M | 2.88% | 145,347 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $25.6M | 2.85% | 64,436 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $22.6M | 2.51% | 312,962 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $21.2M | 2.36% | 1,588,187 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.8M | 2.31% | 43,547 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $19.1M | 2.12% | 283,168 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $15.0M | 1.66% | 47,506 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $13.2M | 1.47% | 238,389 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $11.3M | 1.25% | 51,112 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $5.0M | 0.56% | 32,029 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $819,976 | 0.09% | 5,224 | 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.