MayTech Global Investments, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), MayTech Global Investments, LLC reported 30 stock positions worth $757.3 million. Its top holding was Nvidia (NVDA) at 19.3% of the portfolio, followed by Meta Platforms Class A (META, 7.5%) and Amazon.com (AMZN, 6.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 2, added to 19 and reduced 7. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $757.3M (Q3 2024)
- SEC Filing
- 0001172661-24-004699 ↗ filed Nov 13, 2024
Holdings Value
Holdings 30 stocks · $757.3M
| NVDA Nvidia Corp. | 19.34% | 1,205,994 | $146.5M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 7.49% | 99,093 | $56.7M | Add +10.7% |
| AMZN Amazon.com Inc. | 6.41% | 260,606 | $48.6M | Add +16.9% |
| MELI MercadoLibre Inc. | 6.23% | 22,977 | $47.1M | Add +16.2% |
| AAPL Apple Inc. | 5.97% | 194,132 | $45.2M | Add +13.0% |
| GOOG Alphabet Inc. Class C | 5.79% | 262,256 | $43.8M | Add +19.5% |
| NOW ServiceNow Inc. | 5.41% | 45,791 | $41.0M | Add +17.2% |
| MA Mastercard Inc. Class A | 5.03% | 77,168 | $38.1M | Add +17.4% |
| CRM Salesforce Inc. | 4.40% | 121,831 | $33.3M | Add +18.4% |
| ISRG Intuitive Surgical Inc. | 4.20% | 64,719 | $31.8M | Add +16.9% |
| PANW Palo Alto Networks Inc. | 4.09% | 90,600 | $31.0M | Add +14.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 4.00% | 254,552 | $30.3M | Add +14.1% |
| ASML ASML Holding NV-NY Reg SHS | 3.53% | 32,050 | $26.7M | Add +14.7% |
| MMYT Makemytrip Ltd. | 3.42% | 278,442 | $25.9M | Add +13.5% |
| BKNG Booking Holdings Inc. | 3.21% | 5,773 | $24.3M | Add +20.6% |
| DXCM Dexcom Inc. | 2.30% | 259,257 | $17.4M | Add +53.6% |
| GOOGL Alphabet Inc. Class A | 2.01% | 91,750 | $15.2M | Reduce -0.1% |
| DESP Despegar.com Corp. | 1.80% | 1,101,684 | $13.7M | Add +23.1% |
| SYK Stryker Corp. | 1.78% | 37,367 | $13.5M | Add +23.8% |
| UBER Uber Technologies Inc. | 1.74% | 175,812 | $13.2M | New |
| HDB HDFC Bank Ltd.-ADR | 1.36% | 164,311 | $10.3M | Add +21.1% |
| ACWI iShares MSCI Acwi ETF | 0.12% | 7,485 | $895K | Add +189.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,106 | $509K | Reduce -2.9% |
| MAA Mid-America Apartment Comm | 0.07% | 3,191 | $507K | Reduce -10.9% |
| IVV iShares Core S&P 500 ETF | 0.06% | 850 | $490K | Reduce -20.7% |
| KR Kroger Co. | 0.06% | 7,688 | $441K | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.05% | 5,790 | $416K | Reduce -5.8% |
| TTE Totalenergies SE -Spon ADR | 0.03% | 3,164 | $204K | No change |
| CCK Crown Holdings Inc. | 0.03% | 2,123 | $204K | New |
| TPST Tempest Therapeutics Inc. | 0.00% | 10,000 | $14K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -0.8% | 19.34% | −3.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.95 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 2.01% | −0.50 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -20.7% | 0.06% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -10.9% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -5.8% | 0.05% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.07% | −0.00 |
| KR Kroger Co. | Reduce -3.9% | 0.06% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| UBER Uber Technologies Inc. | New | 1.74% | +1.74 |
| MELI MercadoLibre Inc. | Add +16.2% | 6.23% | +1.36 |
| NOW ServiceNow Inc. | Add +17.2% | 5.41% | +0.80 |
| META Meta Platforms Inc. Class A | Add +10.7% | 7.49% | +0.73 |
| MA Mastercard Inc. Class A | Add +17.4% | 5.03% | +0.69 |
| AAPL Apple Inc. | Add +13.0% | 5.97% | +0.55 |
| ISRG Intuitive Surgical Inc. | Add +16.9% | 4.20% | +0.51 |
| CRM Salesforce Inc. | Add +18.4% | 4.40% | +0.44 |
| BKNG Booking Holdings Inc. | Add +20.6% | 3.21% | +0.37 |
| MMYT Makemytrip Ltd. | Add +13.5% | 3.42% | +0.33 |
| SYK Stryker Corp. | Add +23.8% | 1.78% | +0.24 |
| ACWI iShares MSCI Acwi ETF | Add +189.9% | 0.12% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +14.5% | 4.09% | +0.07 |
| HDB HDFC Bank Ltd.-ADR | Add +21.1% | 1.36% | +0.05 |
| DESP Despegar.com Corp. | Add +23.1% | 1.80% | +0.03 |
| CCK Crown Holdings Inc. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +16.9% | 6.41% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +19.5% | 5.79% | −0.24 |
| DXCM Dexcom Inc. | Add +53.6% | 2.30% | −0.57 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.7% | 3.53% | −0.75 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +14.1% | 4.00% | −0.77 |
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 |