Latest MayTech Global Investments, LLC Stock Portfolio

$900Million | No. of Holdings #22

MayTech Global Investments, LLC Performance

2026 Q2+14.60%

YTD+3.44%

2025+10.78%

About MayTech Global Investments, LLC and 13F Hedge Fund Stock Holdings

MayTech Global Investments, LLC is a hedge fund based in New York, NY. On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, MayTech Global Investments, LLC reported an equity portfolio of $900.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MayTech Global Investments, LLC are NVDA, GOOG, ASML. The fund has invested 19.5% of it's portfolio in NVIDIA CORPORATION and 10.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off SERVICENOW INC (NOW), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), INTUITIVE SURGICAL INC (ISRG) and UBER TECHNOLOGIES INC (UBER). MayTech Global Investments, LLC opened new stock positions in TAIWAN SEMICONDUCTOR MANUFAC (TSM) and BAKER HUGHES COMPANY (BKR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU).

MayTech Global Investments, LLC Equity Portfolio Value

Last Reported on: 29 Jul, 2026

$900Million

as of Jul 29, 2026

MayTech Global Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MayTech Global Investments, LLC made a return of 14.6% in the last quarter. In trailing 12 months, it's portfolio return was 7.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
taiwan semiconductor manufac	20,798,800
baker hughes company	13,230,800

New stocks bought by MayTech Global Investments, LLC

Additions

Ticker	% Inc.
vanguard intl equity index f	232

Additions to existing portfolio by MayTech Global Investments, LLC

Reductions

Ticker	% Reduced
ishares tr	-23.95
intuitive surgical inc	-8.45
uber technologies inc	-6.53
asml hldg nv	-6.48
booking holdings inc	-6.39
alphabet inc	-6.08
nvidia corporation	-5.7
meta platforms inc	-5.6

MayTech Global Investments, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
servicenow inc	-25,179,700
berkshire hathaway inc del	-298,062
ishares tr	-209,705

MayTech Global Investments, LLC got rid off the above stocks

Sector Distribution

MayTech Global Investments, LLC has about 33.9% of it's holdings in Technology sector.

Technology
Communication Services
Consumer Cyclical
Others
Healthcare
Financial Services
Energy

Sector	%
Technology	33.9
Communication Services	21.2
Consumer Cyclical	14.7
Others	13
Healthcare	10.1
Financial Services	5.6
Energy	1.5

Market Cap. Distribution

MayTech Global Investments, LLC has about 87% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED

Category	%
MEGA-CAP	67.9
LARGE-CAP	19.1
UNALLOCATED	13

Stocks belong to which Index?

About 80.1% of the stocks held by MayTech Global Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	80.1
Others	19.9

Top 5 Winners (%)		%
PANW	palo alto networks inc	109.6 %
ASML	asml hldg nv	49.0 %
LLY	eli lilly & co	29.6 %
GOOG	alphabet inc	23.8 %
GOOG	alphabet inc	22.5 %

Top 5 Winners ($)		$
PANW	palo alto networks inc	34.6 M
ASML	asml hldg nv	24.2 M
NVDA	nvidia corporation	23.3 M
GOOG	alphabet inc	18.7 M
AMZN	amazon com inc	8.7 M

Top 5 Losers (%)		%
CME	cme group inc	-24.8 %
ISRG	intuitive surgical inc	-13.2 %
NU	nu hldgs ltd	-6.8 %
SYK	stryker corporation	-4.1 %
MELI	mercadolibre inc	-1.8 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-4.3 M
CME	cme group inc	-3.9 M
NU	nu hldgs ltd	-1.7 M
META	meta platforms inc	-1.0 M
MELI	mercadolibre inc	-0.8 M

MayTech Global Investments, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MayTech Global Investments, LLC

MayTech Global Investments, LLC has 22 stocks in it's portfolio. About 76.5% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for MayTech Global Investments, LLC last quarter.

$900.19MTotal Value

25.00Positions

29 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of MayTech Global Investments, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL MayTech Global Investments, LLC's holding in Apple Inc over time	4.79%	148,882	$43.08M 4.79%	decreased 4.67 percentreduced

AAXJ Ishares Tr Ishares Tr AAXJ MayTech Global Investments, LLC's holding in Ishares Tr over time	0.56%	32,029	$5.03M 0.56%	decreased 23.95 percentreduced

AMZN Amazon Com Inc Amazon Com IncAMZN MayTech Global Investments, LLC's holding in Amazon Com Inc over time	7.46%	281,682	$67.14M 7.46%	decreased 5.18 percentreduced

ASML Asml Hldg Nv Asml Hldg Nv ASML MayTech Global Investments, LLC's holding in Asml Hldg Nv over time	7.72%	34,952	$69.54M 7.72%	decreased 6.48 percentreduced

BKNG Booking Holdings Inc Booking Holdings IncBKNG MayTech Global Investments, LLC's holding in Booking Holdings Inc over time	2.88%	145,347	$25.91M 2.88%	decreased 6.39 percentreduced

BKR Baker Hughes Company Baker Hughes CompanyBKR MayTech Global Investments, LLC's holding in Baker Hughes Company over time	1.47%	238,389	$13.23M 1.47%	new position

CME Cme Group Inc Cme Group IncCME MayTech Global Investments, LLC's holding in Cme Group Inc over time	1.25%	51,112	$11.29M 1.25%	decreased 3.33 percentreduced

DXCM Dexcom Inc Dexcom IncDXCM MayTech Global Investments, LLC's holding in Dexcom Inc over time	2.12%	283,168	$19.07M 2.12%	decreased 5.47 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG MayTech Global Investments, LLC's holding in Alphabet Inc over time	10.72%	273,112	$96.50M 10.72%	decreased 6.08 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG MayTech Global Investments, LLC's holding in Alphabet Inc over time	3.44%	86,646	$30.96M 3.44%	decreased 4.2 percentreduced

IJR Ishares Tr Ishares Tr IJR MayTech Global Investments, LLC's holding in Ishares Tr over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

ISRG Intuitive Surgical Inc Intuitive Surgical IncISRG MayTech Global Investments, LLC's holding in Intuitive Surgical Inc over time	2.85%	64,436	$25.63M 2.85%	decreased 8.45 percentreduced

LLY Eli Lilly & Co Eli Lilly & CoLLY MayTech Global Investments, LLC's holding in Eli Lilly & Co over time	3.43%	25,770	$30.92M 3.43%	decreased 5.2 percentreduced

MA Mastercard Incorporated Mastercard IncorporatedMA MayTech Global Investments, LLC's holding in Mastercard Incorporated over time	4.35%	76,229	$39.15M 4.35%	decreased 5.21 percentreduced

MELI Mercadolibre Inc Mercadolibre IncMELI MayTech Global Investments, LLC's holding in Mercadolibre Inc over time	4.36%	23,135	$39.28M 4.36%	decreased 4.8 percentreduced

META Meta Platforms Inc Meta Platforms IncMETA MayTech Global Investments, LLC's holding in Meta Platforms Inc over time	7.09%	113,252	$63.80M 7.09%	decreased 5.6 percentreduced

NOW Servicenow Inc Servicenow IncNOW MayTech Global Investments, LLC's holding in Servicenow Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

NU Nu Hldgs Ltd Nu Hldgs Ltd NU MayTech Global Investments, LLC's holding in Nu Hldgs Ltd over time	2.36%	1,588,190	$21.22M 2.36%	decreased 5.6 percentreduced

NVDA Nvidia Corporation Nvidia CorporationNVDA MayTech Global Investments, LLC's holding in Nvidia Corporation over time	19.54%	878,980	$175.88M 19.54%	decreased 5.7 percentreduced

PANW Palo Alto Networks Inc Palo Alto Networks IncPANW MayTech Global Investments, LLC's holding in Palo Alto Networks Inc over time	7.04%	185,946	$63.41M 7.04%	decreased 5.59 percentreduced