Latest MayTech Global Investments, LLC Stock Portfolio
$611Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About MayTech Global Investments, LLC and it’s 13F Hedge Fund Stock Holdings
MayTech Global Investments, LLC is a hedge fund based in NEW YORK, NY. On 21-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $366.2 Millions. In it's latest 13F Holdings report, MayTech Global Investments, LLC reported an equity portfolio of $611 Millions as of 31 Mar, 2024.
The top stock holdings of MayTech Global Investments, LLC are NVDA, META, AMZN. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 10.5% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off PAYPAL HLDGS INC (PYPL), ISHARES MSCI ACWI ETF (AAXJ) and TEMPEST THERAPEUTICS INC (TPST) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), META PLATFORMS INC (META) and PIONEER NAT RES CO (PXD). MayTech Global Investments, LLC opened new stock positions in WAL-MART DE MEXICO SA SPON ADR. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), PALO ALTO NETWORKS INC (PANW) and BOOKING HOLDINGS INC (BKNG).
The top stock holdings of MayTech Global Investments, LLC are NVDA, META, AMZN. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 10.5% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off PAYPAL HLDGS INC (PYPL), ISHARES MSCI ACWI ETF (AAXJ) and TEMPEST THERAPEUTICS INC (TPST) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), META PLATFORMS INC (META) and PIONEER NAT RES CO (PXD). MayTech Global Investments, LLC opened new stock positions in WAL-MART DE MEXICO SA SPON ADR. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), PALO ALTO NETWORKS INC (PANW) and BOOKING HOLDINGS INC (BKNG).
New Buys
| Ticker | $ Bought |
|---|---|
| WAL-MART DE MEXICO SA SPON ADR | 628,966 |
| EISAI CO LTD ADR | 468,233 |
New stocks bought by MayTech Global Investments, LLC
Additions
| Ticker | % Inc. |
|---|---|
| SERVICENOW INC | 24.36 |
| PALO ALTO NETWORKS INC | 17.45 |
| BOOKING HOLDINGS INC | 15.13 |
| APPLE INC | 9.53 |
| COCA COLA CO | 6.22 |
| INTUITIVE SURGICAL INC | 6.2 |
| MERCADOLIBRE INC | 3.23 |
| MAKEMYTRIP LIMITED | 2.23 |
Additions to existing portfolio by MayTech Global Investments, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| NVIDIA CORPORATION | -5.11 |
| META PLATFORMS INC | -0.63 |
| PIONEER NAT RES CO | -0.23 |
| STRYKER CORP | -0.04 |
MayTech Global Investments, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| PAYPAL HLDGS INC | -7,095,390 |
| TEMPEST THERAPEUTICS INC | -44,000 |
| ISHARES MSCI ACWI ETF | -129,536 |
| ISHARES GLOBAL 100 ETF | -4,381 |
| VANGUARD TTL WRLD STK INDX | -1,050 |
MayTech Global Investments, LLC got rid off the above stocks
Current Stock Holdings of MayTech Global Investments, LLC
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.11 | 182,115 | 31,229,000 | ADDED | 9.53 | |
| AAXJ | ISHARES MSCI ACWI ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.10 | 1,182 | 621,324 | ADDED | 0.08 | |
| AGG | ISHARES GLOBAL 100 ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 6.46 | 218,969 | 39,497,600 | ADDED | 0.61 | |
| ASML | ASML HOLDING N V | 4.34 | 27,293 | 26,487,300 | ADDED | 1.81 | |
| BKNG | BOOKING HOLDINGS INC | 3.09 | 5,204 | 18,880,700 | ADDED | 15.13 | |
| CRM | SALESFORCE INC | 4.98 | 101,098 | 30,448,600 | ADDED | 1.35 | |
| DXCM | DEXCOM INC | 3.75 | 165,248 | 22,920,000 | ADDED | 1.47 | |
| GOOG | ALPHABET INC | 5.34 | 214,387 | 32,642,600 | ADDED | 1.74 | |
| GOOG | ALPHABET INC | 2.24 | 90,780 | 13,701,400 | ADDED | 0.03 | |
| HDB | HDFC BANK LTD | 1.20 | 131,425 | 7,355,840 | ADDED | 0.47 | |
| ISRG | INTUITIVE SURGICAL INC | 3.51 | 53,709 | 21,434,600 | ADDED | 6.2 | |
| KO | COCA COLA CO | 0.06 | 6,150 | 376,257 | ADDED | 6.22 | |
| KR | KROGER CO | 0.07 | 8,000 | 457,040 | UNCHANGED | 0.00 | |
| MA | MASTERCARD INC CL A | 5.08 | 64,487 | 31,054,900 | ADDED | 1.08 | |
| MAA | MID-AMER APT CMNTYS INC | 0.08 | 3,582 | 471,320 | UNCHANGED | 0.00 | |
| MELI | MERCADOLIBRE INC | 4.75 | 19,190 | 29,014,700 | ADDED | 3.23 | |
| META | META PLATFORMS INC | 10.48 | 131,906 | 64,050,700 | REDUCED | -0.63 | |
| MMYT | MAKEMYTRIP LIMITED | 2.79 | 240,030 | 17,054,200 | ADDED | 2.23 | |
| NOW | SERVICENOW INC | 4.77 | 38,239 | 29,153,800 | ADDED | 24.36 | |
| NVDA | NVIDIA CORPORATION | 18.21 | 123,117 | 111,244,000 | REDUCED | -5.11 | |
| NVO | NOVO NORDISK A/S ADR | 4.61 | 219,242 | 28,150,700 | ADDED | 1.19 | |
| PANW | PALO ALTO NETWORKS INC | 3.61 | 77,567 | 22,039,000 | ADDED | 17.45 | |
| PXD | PIONEER NAT RES CO | 3.33 | 77,420 | 20,322,800 | REDUCED | -0.23 | |
| PYPL | PAYPAL HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SYK | STRYKER CORP | 1.73 | 29,611 | 10,596,800 | REDUCED | -0.04 | |
| TPST | TEMPEST THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TTE | TOTALENERGIES SE | 0.04 | 3,164 | 217,778 | UNCHANGED | 0.00 | |
| VEU | VANGUARD TTL WRLD STK INDX | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WAL-MART DE MEXICO SA SPON ADR | 0.10 | 15,604 | 628,966 | NEW | |||
| BERKSHIRE HATHAWAY INC DEL | 0.08 | 1,204 | 506,306 | UNCHANGED | 0.00 | ||
| EISAI CO LTD ADR | 0.08 | 45,490 | 468,233 | NEW |