MayTech Global Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), MayTech Global Investments, LLC reported 22 stock positions worth $900.2 million. Its top holding was Nvidia (NVDA) at 19.5% of the portfolio, followed by Alphabet Class C (GOOG, 10.7%) and ASML Holding NV-NY Reg SHS (ASML, 7.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 1 and reduced 19. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from ServiceNow (NOW).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $900.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002894 ↗ filed Jul 29, 2026
Holdings Value
Holdings 22 stocks · $900.2M
| NVDA Nvidia Corp. | 19.54% | 878,980 | $175.9M | Reduce -5.7% |
| GOOG Alphabet Inc. Class C | 10.72% | 273,112 | $96.5M | Reduce -6.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 7.73% | 34,952 | $69.5M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 7.46% | 281,682 | $67.1M | Reduce -5.2% |
| META Meta Platforms Inc. Class A | 7.09% | 113,252 | $63.8M | Reduce -5.6% |
| PANW Palo Alto Networks Inc. | 7.04% | 185,946 | $63.4M | Reduce -5.6% |
| AAPL Apple Inc. | 4.79% | 148,882 | $43.1M | Reduce -4.7% |
| MELI MercadoLibre Inc. | 4.36% | 23,135 | $39.3M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 4.35% | 76,229 | $39.2M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 3.44% | 86,646 | $31.0M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 3.43% | 25,770 | $30.9M | Reduce -5.2% |
| BKNG Booking Holdings Inc. | 2.88% | 145,347 | $25.9M | Reduce -6.4% |
| ISRG Intuitive Surgical Inc. | 2.85% | 64,436 | $25.6M | Reduce -8.4% |
| UBER Uber Technologies Inc. | 2.51% | 312,962 | $22.6M | Reduce -6.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.36% | 1,588,187 | $21.2M | Reduce -5.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.31% | 43,547 | $20.8M | New |
| DXCM Dexcom Inc. | 2.12% | 283,168 | $19.1M | Reduce -5.5% |
| SYK Stryker Corp. | 1.66% | 47,506 | $15.0M | Reduce -5.4% |
| BKR Baker Hughes Co. | 1.47% | 238,389 | $13.2M | New |
| CME Cme Group Inc. | 1.25% | 51,112 | $11.3M | Reduce -3.3% |
| ACWI iShares MSCI Acwi ETF | 0.56% | 32,029 | $5.0M | Reduce -23.9% |
| VT Vanguard Tot World STK ETF | 0.09% | 5,224 | $820K | Add +232.3% |
Portfolio Sells Q1 2026 → Q2 2026
| NOW ServiceNow Inc. | Sold out | 0.00% | −3.07 |
| META Meta Platforms Inc. Class A | Reduce -5.6% | 7.09% | −1.29 |
| ISRG Intuitive Surgical Inc. | Reduce -8.4% | 2.85% | −1.11 |
| MELI MercadoLibre Inc. | Reduce -4.8% | 4.36% | −0.76 |
| CME Cme Group Inc. | Reduce -3.3% | 1.25% | −0.65 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -5.6% | 2.36% | −0.59 |
| MA Mastercard Inc. Class A | Reduce -5.2% | 4.35% | −0.55 |
| UBER Uber Technologies Inc. | Reduce -6.5% | 2.51% | −0.43 |
| SYK Stryker Corp. | Reduce -5.4% | 1.66% | −0.35 |
| BKNG Booking Holdings Inc. | Reduce -6.4% | 2.88% | −0.31 |
| NVDA Nvidia Corp. | Reduce -5.7% | 19.54% | −0.29 |
| DXCM Dexcom Inc. | Reduce -5.5% | 2.12% | −0.18 |
| ACWI iShares MSCI Acwi ETF | Reduce -23.9% | 0.56% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 7.46% | −0.09 |
| AAPL Apple Inc. | Reduce -4.7% | 4.79% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 3.44% | +0.27 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 3.43% | +0.38 |
| GOOG Alphabet Inc. Class C | Reduce -6.1% | 10.72% | +0.55 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.5% | 7.73% | +1.70 |
| PANW Palo Alto Networks Inc. | Reduce -5.6% | 7.04% | +3.19 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 22 | $900.2M | NVDA, GOOG, ASML, AMZN, META |
| Q1 2026 | 23 | $819.8M | NVDA, GOOG, META, AMZN, ASML |
| Q4 2025 | 27 | $987.7M | NVDA, GOOG, META, AMZN, MELI |
| Q3 2025 | 24 | $958.3M | NVDA, META, GOOG, AMZN, MELI |
| Q2 2025 | 24 | $965.4M | NVDA, META, AMZN, MELI, GOOG |
| Q1 2025 | 23 | $770.4M | NVDA, META, AMZN, MELI, AAPL |
| Q4 2024 | 24 | $848.9M | NVDA, AMZN, META, GOOG, AAPL |
| Q3 2024 | 30 | $757.3M | NVDA, META, AMZN, MELI, AAPL |
| Q2 2024 | 30 | $667.8M | NVDA, META, AMZN, GOOG, AAPL |
| Q1 2024 | 28 | $611.0M | NVDA, META, AMZN, GOOG, AAPL |