Q2 2023 · 13F-HR
MayTech Global Investments, LLCholdings as filed
Filed 2023-08-10 · accession 0001214659-23-010991
$504.7M
Reported value
33
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $64.9M | 12.9% | 153,485 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $53.1M | 10.5% | 185,109 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $38.2M | 7.56% | 196,808 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $32.8M | 6.49% | 251,373 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $30.8M | 6.10% | 254,499 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $29.9M | 5.91% | 75,901 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $25.1M | 4.98% | 21,213 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $24.2M | 4.80% | 114,719 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $20.1M | 3.98% | 78,625 | Common | SOLE |
| 723787107 | PXDEUR | PIONEER NAT RES CO | $20.1M | 3.97% | 96,805 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $19.9M | 3.94% | 122,804 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $19.7M | 3.91% | 57,696 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $19.4M | 3.85% | 34,567 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $17.2M | 3.40% | 133,576 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $13.8M | 2.73% | 206,459 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $13.7M | 2.71% | 5,074 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $12.2M | 2.41% | 101,729 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $11.1M | 2.20% | 191,625 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $9.8M | 1.94% | 32,114 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $9.2M | 1.83% | 12,737 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $5.2M | 1.03% | 193,605 | Common | SOLE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $3.3M | 0.65% | 50,000 | Common | SHARED |
| 28258A107 | ESAIY | EISAI CO LTD ADR | $2.4M | 0.47% | 139,495 | Common | SOLE |
| 93114W107 | WMMVY | WAL-MART DE MEXICO SA SPON ADR | $1.8M | 0.36% | 46,251 | Common | SOLE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $1.5M | 0.30% | 17,432 | Common | SHARED |
| 92204A876 | VPU | VANGUARD WORLD FDS | $1.4M | 0.27% | 9,716 | Common | SHARED |
| 464287200 | IVV | ISHARES TR | $1.3M | 0.25% | 2,824 | Common | SOLE |
| 59522J103 | MAA | MID-AMER APT CMNTYS INC | $675,018 | 0.13% | 4,445 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $539,462 | 0.11% | 1,582 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $493,334 | 0.10% | 2,832 | Common | SOLE |
| 501044101 | KR | KROGER CO | $376,000 | 0.07% | 8,000 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $348,674 | 0.07% | 5,790 | Common | SOLE |
| 89151E109 | TTEN | TOTALENERGIES SE | $263,530 | 0.05% | 4,572 | 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.