MayTech Global Investments, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), MayTech Global Investments, LLC reported 30 stock positions worth $667.8 million. Its top holding was Nvidia (NVDA) at 22.5% of the portfolio, followed by Meta Platforms Class A (META, 6.8%) and Amazon.com (AMZN, 6.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 3, added to 15 and reduced 6. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale Meta Platforms Class A (META, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $667.8M (Q2 2024)
- SEC Filing
- 0001172661-24-003160 ↗ filed Aug 8, 2024
Holdings Value
Holdings 30 stocks · $667.8M
| NVDA Nvidia Corp. | 22.49% | 1,215,472 | $150.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 6.76% | 89,479 | $45.1M | Reduce -32.2% |
| AMZN Amazon.com Inc. | 6.45% | 222,873 | $43.1M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 6.03% | 219,439 | $40.2M | Add +2.4% |
| AAPL Apple Inc. | 5.42% | 171,848 | $36.2M | Reduce -5.6% |
| MELI MercadoLibre Inc. | 4.87% | 19,779 | $32.5M | Add +3.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 4.77% | 223,077 | $31.8M | Add +1.8% |
| NOW ServiceNow Inc. | 4.60% | 39,078 | $30.7M | Add +2.2% |
| MA Mastercard Inc. Class A | 4.34% | 65,736 | $29.0M | Add +1.9% |
| ASML ASML Holding NV-NY Reg SHS | 4.28% | 27,948 | $28.6M | Add +2.4% |
| PANW Palo Alto Networks Inc. | 4.02% | 79,153 | $26.8M | Add +2.0% |
| CRM Salesforce Inc. | 3.96% | 102,870 | $26.4M | Add +1.8% |
| ISRG Intuitive Surgical Inc. | 3.69% | 55,339 | $24.6M | Add +3.0% |
| MMYT Makemytrip Ltd. | 3.09% | 245,324 | $20.6M | Add +2.2% |
| DXCM Dexcom Inc. | 2.87% | 168,759 | $19.1M | Add +2.1% |
| BKNG Booking Holdings Inc. | 2.84% | 4,785 | $19.0M | Reduce -8.1% |
| GOOGL Alphabet Inc. Class A | 2.50% | 91,819 | $16.7M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.95% | 34,066 | $13.1M | New |
| DESP Despegar.com Corp. | 1.77% | 894,661 | $11.8M | New |
| SYK Stryker Corp. | 1.54% | 30,186 | $10.3M | Add +1.9% |
| HDB HDFC Bank Ltd.-ADR | 1.31% | 135,732 | $8.7M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,072 | $586K | Reduce -9.3% |
| MAA Mid-America Apartment Comm | 0.08% | 3,582 | $511K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,139 | $463K | Reduce -5.4% |
| KR Kroger Co. | 0.06% | 8,000 | $399K | No change |
| KO The Coca-Cola Co. | 0.06% | 6,150 | $391K | No change |
| ACWI iShares MSCI Acwi ETF | 0.04% | 2,582 | $290K | New |
| TTE Totalenergies SE -Spon ADR | 0.03% | 3,164 | $211K | No change |
| MSFT Microsoft Corp. | 0.03% | 448 | $200K | New |
| TPST Tempest Therapeutics Inc. | 0.00% | 10,000 | $22K | New |
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -32.2% | 6.76% | −3.73 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −3.33 |
| BKNG Booking Holdings Inc. | Reduce -8.1% | 2.84% | −0.25 |
| WMMVY Walmart DE Mexico-Spon ADR V | Sold out | 0.00% | −0.10 |
| ESAIY Eisai Co. Ltd. | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -9.3% | 0.09% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.07% | −0.01 |
| AAPL Apple Inc. | Reduce -5.6% | 5.42% | +0.31 |
| NVDA Nvidia Corp. | Reduce -1.3% | 22.49% | +4.28 |
Portfolio Buys Q1 2024 → Q2 2024
| CRWD CrowdStrike Holdings Inc. Class A | New | 1.95% | +1.95 |
| DESP Despegar.com Corp. | New | 1.77% | +1.77 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 6.03% | +0.69 |
| PANW Palo Alto Networks Inc. | Add +2.0% | 4.02% | +0.41 |
| MMYT Makemytrip Ltd. | Add +2.2% | 3.09% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 2.50% | +0.26 |
| ISRG Intuitive Surgical Inc. | Add +3.0% | 3.69% | +0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1.8% | 4.77% | +0.16 |
| MELI MercadoLibre Inc. | Add +3.1% | 4.87% | +0.12 |
| HDB HDFC Bank Ltd.-ADR | Add +3.3% | 1.31% | +0.10 |
| ACWI iShares MSCI Acwi ETF | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | New | 0.03% | +0.03 |
| TPST Tempest Therapeutics Inc. | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +1.8% | 6.45% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.4% | 4.28% | −0.05 |
| NOW ServiceNow Inc. | Add +2.2% | 4.60% | −0.17 |
| SYK Stryker Corp. | Add +1.9% | 1.54% | −0.20 |
| MA Mastercard Inc. Class A | Add +1.9% | 4.34% | −0.74 |
| DXCM Dexcom Inc. | Add +2.1% | 2.87% | −0.89 |
| CRM Salesforce Inc. | Add +1.8% | 3.96% | −1.02 |
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 |