MayTech Global Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), MayTech Global Investments, LLC reported 24 stock positions worth $848.9 million. Its top holding was Nvidia (NVDA) at 18.5% of the portfolio, followed by Amazon.com (AMZN, 7.1%) and Meta Platforms Class A (META, 6.9%). Compared with Q3 2024, it sold out of 6, added to 20 and reduced 3. The biggest buy was Despegar.com (DESP, shares +5%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $848.9M (Q4 2024)
- SEC Filing
- 0001172661-25-001115 ↗ filed Feb 14, 2025
Holdings Value
Holdings 24 stocks · $848.9M
| NVDA Nvidia Corp. | 18.53% | 1,171,220 | $157.3M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 7.10% | 274,713 | $60.3M | Add +5.4% |
| META Meta Platforms Inc. Class A | 6.94% | 100,596 | $58.9M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 6.44% | 287,034 | $54.7M | Add +9.4% |
| AAPL Apple Inc. | 6.00% | 203,239 | $50.9M | Add +4.7% |
| NOW ServiceNow Inc. | 5.95% | 47,670 | $50.5M | Add +4.1% |
| CRM Salesforce Inc. | 5.00% | 127,061 | $42.5M | Add +4.3% |
| MA Mastercard Inc. Class A | 4.98% | 80,226 | $42.2M | Add +4.0% |
| MELI MercadoLibre Inc. | 4.82% | 24,086 | $41.0M | Add +4.8% |
| ISRG Intuitive Surgical Inc. | 4.19% | 68,064 | $35.5M | Add +5.2% |
| PANW Palo Alto Networks Inc. | 4.01% | 187,202 | $34.1M | Add +3.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.83% | 377,752 | $32.5M | Add +48.4% |
| MMYT Makemytrip Ltd. | 3.81% | 288,100 | $32.3M | Add +3.5% |
| BKNG Booking Holdings Inc. | 3.57% | 6,101 | $30.3M | Add +5.7% |
| ASML ASML Holding NV-NY Reg SHS | 2.87% | 35,148 | $24.4M | Add +9.7% |
| DESP Despegar.com Corp. | 2.61% | 1,152,330 | $22.2M | Add +4.6% |
| DXCM Dexcom Inc. | 2.57% | 280,766 | $21.8M | Add +8.3% |
| GOOGL Alphabet Inc. Class A | 2.04% | 91,616 | $17.3M | Reduce -0.1% |
| SYK Stryker Corp. | 1.74% | 41,116 | $14.8M | Add +10.0% |
| UBER Uber Technologies Inc. | 1.39% | 195,930 | $11.8M | Add +11.4% |
| HDB HDFC Bank Ltd.-ADR | 1.33% | 177,049 | $11.3M | Add +7.8% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 16,171 | $1.9M | Add +116.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 743 | $337K | Reduce -32.8% |
| TPST Tempest Therapeutics Inc. | 0.00% | 10,000 | $8K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Reduce -2.9% | 18.53% | −0.81 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.07 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.06 |
| KR Kroger Co. | Sold out | 0.00% | −0.06 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -32.8% | 0.04% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.03 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 2.04% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| DESP Despegar.com Corp. | Add +4.6% | 2.61% | +0.81 |
| AMZN Amazon.com Inc. | Add +5.4% | 7.10% | +0.69 |
| GOOG Alphabet Inc. Class C | Add +9.4% | 6.44% | +0.65 |
| CRM Salesforce Inc. | Add +4.3% | 5.00% | +0.60 |
| NOW ServiceNow Inc. | Add +4.1% | 5.95% | +0.55 |
| MMYT Makemytrip Ltd. | Add +3.5% | 3.81% | +0.39 |
| BKNG Booking Holdings Inc. | Add +5.7% | 3.57% | +0.36 |
| DXCM Dexcom Inc. | Add +8.3% | 2.57% | +0.28 |
| ACWI iShares MSCI Acwi ETF | Add +116.0% | 0.22% | +0.11 |
| AAPL Apple Inc. | Add +4.7% | 6.00% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +5.2% | 4.19% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Add +7.8% | 1.33% | −0.03 |
| SYK Stryker Corp. | Add +10.0% | 1.74% | −0.04 |
| MA Mastercard Inc. Class A | Add +4.0% | 4.98% | −0.06 |
| PANW Palo Alto Networks Inc. | Add +3.3% | 4.01% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +48.4% | 3.83% | −0.17 |
| UBER Uber Technologies Inc. | Add +11.4% | 1.39% | −0.35 |
| META Meta Platforms Inc. Class A | Add +1.5% | 6.94% | −0.55 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.7% | 2.87% | −0.66 |
| MELI MercadoLibre Inc. | Add +4.8% | 4.82% | −1.40 |
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 |