MayTech Global Investments, LLC
MayTech Global Investments, LLC reported 22 holdings worth US$900M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
MayTech Global Investments, LLC reported 22 holdings worth US$900M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Asml Holding Nv. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$900M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 879K | US$176M | 19.5% |
| Alphabet Inc (google) Class C | 357K | US$127M | 14.2% |
| Asml Holding Nv | 34,952 | US$69.5M | 7.7% |
| Amazon.com, Inc. | 282K | US$67.1M | 7.5% |
| Meta Platforms, Inc. | 113K | US$63.8M | 7.1% |
| Palo Alto Networks, Inc. | 186K | US$63.4M | 7.0% |
| Apple Inc | 149K | US$43.1M | 4.8% |
| Mercadolibre, Inc. | 23,135 | US$39.3M | 4.4% |
| Mastercard Incorporated | 76,229 | US$39.2M | 4.3% |
| Eli Lilly And Company | 25,770 | US$30.9M | 3.4% |
| Booking Holdings Inc. Common Stock | 145K | US$25.9M | 2.9% |
| Intuitive Surgical, Inc. | 64,436 | US$25.6M | 2.8% |
| Uber Technologies, Inc. | 313K | US$22.6M | 2.5% |
| Nu Holdings Ltd. | 1.59M | US$21.2M | 2.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 43,547 | US$20.8M | 2.3% |
| Dexcom, Inc. | 283K | US$19.1M | 2.1% |
| Stryker Corporation | 47,506 | US$15M | 1.7% |
| Baker Hughes Company | 238K | US$13.2M | 1.5% |
| Cme Group Inc. | 51,112 | US$11.3M | 1.3% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |