MayTech Global Investments, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), MayTech Global Investments, LLC reported 28 stock positions worth $611.0 million. Its top holding was Nvidia (NVDA) at 18.2% of the portfolio, followed by Meta Platforms Class A (META, 10.5%) and Amazon.com (AMZN, 6.5%). Compared with Q4 2023, it opened 2 new positions, sold out of 5, added to 18 and reduced 4. The biggest buy was Makemytrip (MMYT, shares +2%) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $611.0M (Q1 2024)
- SEC Filing
- 0001214659-24-009008 ↗ filed May 14, 2024
Holdings Value
Holdings 28 stocks · $611.0M
| NVDA Nvidia Corp. | 18.21% | 123,117 | $111.2M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 10.48% | 131,906 | $64.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 6.46% | 218,969 | $39.5M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 5.34% | 214,387 | $32.6M | Add +1.7% |
| AAPL Apple Inc. | 5.11% | 182,115 | $31.2M | Add +9.5% |
| MA Mastercard Inc. Class A | 5.08% | 64,487 | $31.1M | Add +1.1% |
| CRM Salesforce Inc. | 4.98% | 101,098 | $30.4M | Add +1.4% |
| NOW ServiceNow Inc. | 4.77% | 38,239 | $29.2M | Add +24.4% |
| MELI MercadoLibre Inc. | 4.75% | 19,190 | $29.0M | Add +3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 4.61% | 219,242 | $28.2M | Add +1.2% |
| ASML ASML Holding NV-NY Reg SHS | 4.33% | 27,293 | $26.5M | Add +1.8% |
| DXCM Dexcom Inc. | 3.75% | 165,248 | $22.9M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 3.61% | 77,567 | $22.0M | Add +17.4% |
| ISRG Intuitive Surgical Inc. | 3.51% | 53,709 | $21.4M | Add +6.2% |
| PXD Pioneer Natural Resources Co. | 3.33% | 77,420 | $20.3M | Reduce -0.2% |
| BKNG Booking Holdings Inc. | 3.09% | 5,204 | $18.9M | Add +15.1% |
| MMYT Makemytrip Ltd. | 2.79% | 240,030 | $17.1M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 2.24% | 90,780 | $13.7M | Add +0.0% |
| SYK Stryker Corp. | 1.73% | 29,611 | $10.6M | Reduce -0.0% |
| HDB HDFC Bank Ltd.-ADR | 1.20% | 131,425 | $7.4M | Add +0.5% |
| WMMVY Walmart DE Mexico-Spon ADR V | 0.10% | 15,604 | $629K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,182 | $621K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 1,204 | $506K | No change |
| MAA Mid-America Apartment Comm | 0.08% | 3,582 | $471K | No change |
| ESAIY Eisai Co. Ltd. | 0.08% | 45,490 | $468K | New |
| KR Kroger Co. | 0.07% | 8,000 | $457K | No change |
| KO The Coca-Cola Co. | 0.06% | 6,150 | $376K | Add +6.2% |
| TTE Totalenergies SE -Spon ADR | 0.04% | 3,164 | $218K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −1.44 |
| PXD Pioneer Natural Resources Co. | Reduce -0.2% | 3.33% | −0.20 |
| SYK Stryker Corp. | Reduce -0.0% | 1.73% | −0.06 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.03 |
| TPST Tempest Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −0.00 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 10.48% | +0.98 |
| NVDA Nvidia Corp. | Reduce -5.1% | 18.21% | +5.21 |
Portfolio Buys Q4 2023 → Q1 2024
| MMYT Makemytrip Ltd. | Add +2.2% | 2.79% | +0.56 |
| NOW ServiceNow Inc. | Add +24.4% | 4.77% | +0.38 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.8% | 4.33% | +0.23 |
| WMMVY Walmart DE Mexico-Spon ADR V | New | 0.10% | +0.10 |
| ESAIY Eisai Co. Ltd. | New | 0.08% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1.2% | 4.61% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +6.2% | 3.51% | +0.06 |
| KO The Coca-Cola Co. | Add +6.2% | 0.06% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.10% | −0.01 |
| BKNG Booking Holdings Inc. | Add +15.1% | 3.09% | −0.15 |
| AMZN Amazon.com Inc. | Add +0.6% | 6.46% | −0.23 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 2.24% | −0.32 |
| CRM Salesforce Inc. | Add +1.4% | 4.98% | −0.33 |
| PANW Palo Alto Networks Inc. | Add +17.4% | 3.61% | −0.33 |
| DXCM Dexcom Inc. | Add +1.5% | 3.75% | −0.34 |
| MA Mastercard Inc. Class A | Add +1.1% | 5.08% | −0.42 |
| HDB HDFC Bank Ltd.-ADR | Add +0.5% | 1.20% | −0.57 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 5.34% | −0.66 |
| MELI MercadoLibre Inc. | Add +3.2% | 4.75% | −1.16 |
| AAPL Apple Inc. | Add +9.5% | 5.11% | −1.36 |
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 |