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Latest MayTech Global Investments, LLC Stock Portfolio

$494Million

Equity Portfolio Value
Last Reported on: 14 Feb, 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 $429.6 Millions as of 30 Sep, 2023.

The top stock holdings of MayTech Global Investments, LLC are NVDA, META, GOOG. The fund has invested 13.3% of it's portfolio in NVIDIA CORPORATION and 9.3% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off SEA LTD, SELECT SECTOR SPDR TR (XLB) and WEC ENERGY GROUP INC (WEC) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), APPLE INC (AAPL) and ALPHABET INC (GOOG). MayTech Global Investments, LLC opened new stock positions in HDFC BANK LTD and ISHARES MSCI ACWI ETF (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V and DEXCOM INC (DXCM).

New Buys

Ticker$ Bought
TEMPEST THERAPEUTICS INC44,000
ISHARES GLOBAL 100 ETF4,381
VANGUARD TTL WRLD STK INDX1,050
New stocks bought by MayTech Global Investments, LLC

Additions

Ticker% Inc.
ISHARES MSCI ACWI ETF184
APPLE INC3.73
HDFC BANK LTD0.91
DEXCOM INC0.71
AMAZON COM INC0.61
MAKEMYTRIP LIMITED MAURITIUS0.59
PALO ALTO NETWORKS INC0.57
BOOKING HOLDINGS INC0.51
Additions to existing portfolio by MayTech Global Investments, LLC

Reductions

Ticker% Reduced
ISHARES TR-52.85
PAYPAL HLDGS INC-36.92
TOTALENERGIES SE-30.8
BERKSHIRE HATHAWAY INC DEL-19.95
MID-AMER APT CMNTYS INC-19.42
PIONEER NAT RES CO-3.72
NVIDIA CORPORATION-1.11
ALPHABET INC-0.96
MayTech Global Investments, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by MayTech Global Investments, LLC

Current Stock Holdings of MayTech Global Investments, LLC

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC6.47166,26232,010,400ADDED3.73
AAXJISHARES MSCI ACWI ETF0.031,273129,536ADDED184
AGGISHARES TR0.111,181564,006REDUCED-52.85
AGGISHARES GLOBAL 100 ETF0.0054.004,381NEW
AMZNAMAZON COM INC6.69217,65133,069,900ADDED0.61
ASMLASML HOLDING N V4.1026,80820,291,500ADDED0.46
BKNGBOOKING HOLDINGS INC3.244,52016,032,400ADDED0.51
CRMSALESFORCE INC5.3199,75526,249,500ADDED0.18
DXCMDEXCOM INC4.09162,85220,208,300ADDED0.71
GOOGALPHABET INC6.01210,72129,696,900ADDED0.34
GOOGALPHABET INC2.5690,75612,677,700REDUCED-0.96
HDBHDFC BANK LTD1.78130,8118,778,740ADDED0.91
ISRGINTUITIVE SURGICAL INC3.4550,57517,062,000ADDED0.37
KOCOCA COLA CO0.075,790341,205UNCHANGED0.00
KRKROGER CO0.078,000365,680UNCHANGED0.00
MAMASTERCARD INCORPORATED5.5063,79927,210,800ADDED0.24
MAAMID-AMER APT CMNTYS INC0.103,582481,636REDUCED-19.42
MELIMERCADOLIBRE INC5.9118,58929,214,000ADDED0.08
METAMETA PLATFORMS INC9.50132,73846,983,900ADDED0.11
MMYTMAKEMYTRIP LIMITED MAURITIUS2.23234,79011,030,400ADDED0.59
NOWSERVICENOW INC4.3930,74921,723,800ADDED0.31
NVDANVIDIA CORPORATION13.00129,74864,253,700REDUCED-1.11
NVONOVO-NORDISK A S4.53216,65522,413,000ADDED0.23
PANWPALO ALTO NETWORKS INC3.9466,04119,474,100ADDED0.57
PXDPIONEER NAT RES CO3.5377,59617,449,800REDUCED-3.72
PYPLPAYPAL HLDGS INC1.44115,5417,095,390REDUCED-36.92
SYKSTRYKER CORPORATION1.7929,6248,871,310ADDED0.19
TPSTTEMPEST THERAPEUTICS INC0.0110,00044,000NEW
TTETOTALENERGIES SE0.043,164213,190REDUCED-30.8
VEUVANGUARD TTL WRLD STK INDX0.0010.001,050NEW
BERKSHIRE HATHAWAY INC DEL0.091,204429,419REDUCED-19.95