MayTech Global Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), MayTech Global Investments, LLC reported 23 stock positions worth $770.4 million. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by Meta Platforms Class A (META, 7.8%) and Amazon.com (AMZN, 7.2%). Compared with Q4 2024, it sold out of 1, added to 19 and reduced 3. The biggest buy was Uber Technologies (UBER, shares +62%) and the biggest sale an exit from Despegar.com (DESP).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $770.4M (Q1 2025)
- SEC Filing
- 0001172661-25-002213 ↗ filed May 15, 2025
Holdings Value
Holdings 23 stocks · $770.4M
| NVDA Nvidia Corp. | 16.10% | 1,144,373 | $124.0M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 7.76% | 103,793 | $59.8M | Add +3.2% |
| AMZN Amazon.com Inc. | 7.22% | 292,261 | $55.6M | Add +6.4% |
| MELI MercadoLibre Inc. | 6.36% | 25,122 | $49.0M | Add +4.3% |
| AAPL Apple Inc. | 6.28% | 217,910 | $48.4M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 6.02% | 297,028 | $46.4M | Add +3.5% |
| MA Mastercard Inc. Class A | 5.76% | 81,024 | $44.4M | Add +1.0% |
| NOW ServiceNow Inc. | 5.06% | 48,948 | $39.0M | Add +2.7% |
| CRM Salesforce Inc. | 4.56% | 130,871 | $35.1M | Add +3.0% |
| ISRG Intuitive Surgical Inc. | 4.48% | 69,766 | $34.6M | Add +2.5% |
| PANW Palo Alto Networks Inc. | 4.30% | 194,104 | $33.1M | Add +3.7% |
| MMYT Makemytrip Ltd. | 3.82% | 299,959 | $29.4M | Add +4.1% |
| BKNG Booking Holdings Inc. | 3.67% | 6,130 | $28.2M | Add +0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.49% | 387,531 | $26.9M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 3.15% | 36,593 | $24.2M | Add +4.1% |
| UBER Uber Technologies Inc. | 3.01% | 317,920 | $23.2M | Add +62.3% |
| DXCM Dexcom Inc. | 2.57% | 289,813 | $19.8M | Add +3.2% |
| SYK Stryker Corp. | 2.24% | 46,434 | $17.3M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 1.84% | 91,599 | $14.2M | Reduce -0.0% |
| HDB HDFC Bank Ltd.-ADR | 1.57% | 181,744 | $12.1M | Add +2.6% |
| ACWI iShares MSCI Acwi ETF | 0.69% | 45,874 | $5.3M | Add +183.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 692 | $369K | Reduce -6.9% |
| TPST Tempest Therapeutics Inc. | 0.00% | 10,000 | $7K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +62.3% | 3.01% | +1.61 |
| MELI MercadoLibre Inc. | Add +4.3% | 6.36% | +1.54 |
| META Meta Platforms Inc. Class A | Add +3.2% | 7.76% | +0.83 |
| MA Mastercard Inc. Class A | Add +1.0% | 5.76% | +0.79 |
| SYK Stryker Corp. | Add +12.9% | 2.24% | +0.50 |
| ACWI iShares MSCI Acwi ETF | Add +183.7% | 0.69% | +0.47 |
| ISRG Intuitive Surgical Inc. | Add +2.5% | 4.48% | +0.30 |
| AAPL Apple Inc. | Add +7.2% | 6.28% | +0.29 |
| PANW Palo Alto Networks Inc. | Add +3.7% | 4.30% | +0.29 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.1% | 3.15% | +0.28 |
| HDB HDFC Bank Ltd.-ADR | Add +2.6% | 1.57% | +0.24 |
| AMZN Amazon.com Inc. | Add +6.4% | 7.22% | +0.12 |
| BKNG Booking Holdings Inc. | Add +0.5% | 3.67% | +0.09 |
| MMYT Makemytrip Ltd. | Add +4.1% | 3.82% | +0.00 |
| DXCM Dexcom Inc. | Add +3.2% | 2.57% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.6% | 3.49% | −0.34 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 6.02% | −0.42 |
| CRM Salesforce Inc. | Add +3.0% | 4.56% | −0.45 |
| NOW ServiceNow Inc. | Add +2.7% | 5.06% | −0.90 |
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 |