Institutional
MayTech Global Investments, LLC
CIK 0001731134
$900.2M
Reported AUM
22
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for MayTech Global Investments, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $190.16 | -3.48% | 13.56% | 782.99% | $175.9M | 19.54% | — | HELD |
| 2 | GOOG | ALPHABET INC | $335.92 | 1.00% | 75.60% | 130.67% | $96.5M | 10.72% | — | HELD |
| 3 | ASML | ASML HLDG NV | $1549.45 | -2.12% | 130.99% | 99.17% | $69.5M | 7.73% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $226.46 | -1.91% | 7.50% | 33.03% | $67.1M | 7.46% | — | HELD |
| 5 | META | META PLATFORMS INC | $585.07 | -1.41% | -20.62% | 57.79% | $63.8M | 7.09% | — | HELD |
| 6 | PANW | PALO ALTO NETWORKS INC | $314.15 | -1.52% | 84.52% | 315.15% | $63.4M | 7.04% | — | HELD |
| 7 | AAPL | APPLE INC | $338.10 | -0.58% | 68.71% | 129.45% | $43.1M | 4.79% | — | HELD |
| 8 | MELI | MERCADOLIBRE INC | $1863.31 | 0.04% | -21.62% | -0.28% | $39.3M | 4.36% | — | HELD |
| 9 | MA | MASTERCARD INCORPORATED | $563.56 | 0.14% | 1.14% | 67.42% | $39.2M | 4.35% | — | HELD |
| 10 | GOOGL | ALPHABET INC | $336.30 | 0.78% | 76.51% | 132.04% | $31.0M | 3.44% | — | HELD |
| 11 | LLY | ELI LILLY & CO | $1211.59 | -0.74% | 61.25% | 393.83% | $30.9M | 3.43% | — | HELD |
| 12 | BKNG | BOOKING HOLDINGS INC | $201.30 | 1.00% | -6.71% | 121.27% | $25.9M | 2.88% | — | HELD |
| 13 | ISRG | INTUITIVE SURGICAL INC | $353.10 | -2.40% | -25.11% | 3.02% | $25.6M | 2.85% | — | HELD |
| 14 | UBER | UBER TECHNOLOGIES INC | $71.21 | 0.66% | -19.24% | 79.33% | $22.6M | 2.51% | — | HELD |
| 15 | NU | NU HLDGS LTD | $14.03 | -4.43% | 21.83% | 97.84% | $21.2M | 2.36% | — | HELD |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.56 | -4.52% | 68.64% | 257.61% | $20.8M | 2.31% | — | HELD |
| 17 | DXCM | DEXCOM INC | $75.14 | 0.39% | -4.67% | -42.90% | $19.1M | 2.12% | — | HELD |
| 18 | SYK | STRYKER CORPORATION | $352.23 | 1.62% | -6.40% | 33.06% | $15.0M | 1.66% | — | HELD |
| 19 | BKR | BAKER HUGHES COMPANY | $58.73 | 0.46% | 37.29% | 188.06% | $13.2M | 1.47% | — | HELD |
| 20 | CME | CME GROUP INC | $265.44 | 2.09% | -3.79% | 59.01% | $11.3M | 1.25% | — | HELD |
| 21 | ACWI | ISHARES TR | $152.47 | -1.34% | 21.13% | 60.07% | $5.0M | 0.56% | — | HELD |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $152.22 | -1.38% | 22.31% | 60.11% | $820K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002894. 13F discloses long positions only — shorts, foreign equities, and options are excluded.