MayTech Global Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), MayTech Global Investments, LLC reported 24 stock positions worth $965.4 million. Its top holding was Nvidia (NVDA) at 18.2% of the portfolio, followed by Meta Platforms Class A (META, 9.7%) and Amazon.com (AMZN, 7.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 17 and reduced 4. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale Apple (AAPL, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $965.4M (Q2 2025)
- SEC Filing
- 0001172661-25-003561 ↗ filed Aug 15, 2025
Holdings Value
Holdings 24 stocks · $965.4M
| NVDA Nvidia Corp. | 18.24% | 1,092,582 | $176.1M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 9.71% | 125,903 | $93.7M | Add +21.3% |
| AMZN Amazon.com Inc. | 7.03% | 304,787 | $67.9M | Add +4.3% |
| MELI MercadoLibre Inc. | 6.98% | 26,229 | $67.4M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 5.98% | 318,679 | $57.7M | Add +7.3% |
| NOW ServiceNow Inc. | 5.39% | 51,403 | $52.0M | Add +5.0% |
| MA Mastercard Inc. Class A | 4.90% | 83,986 | $47.3M | Add +3.7% |
| PANW Palo Alto Networks Inc. | 4.14% | 201,379 | $40.0M | Add +3.8% |
| ISRG Intuitive Surgical Inc. | 4.04% | 73,621 | $39.0M | Add +5.5% |
| CRM Salesforce Inc. | 3.86% | 138,140 | $37.3M | Add +5.5% |
| BKNG Booking Holdings Inc. | 3.80% | 6,401 | $36.7M | Add +4.4% |
| AAPL Apple Inc. | 3.45% | 162,001 | $33.3M | Reduce -25.7% |
| UBER Uber Technologies Inc. | 3.27% | 342,282 | $31.6M | Add +7.7% |
| ASML ASML Holding NV-NY Reg SHS | 3.14% | 38,823 | $30.4M | Add +6.1% |
| MMYT Makemytrip Ltd. | 3.14% | 311,744 | $30.3M | Add +3.9% |
| DXCM Dexcom Inc. | 2.76% | 310,631 | $26.7M | Add +7.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.76% | 410,241 | $26.7M | Add +5.9% |
| SYK Stryker Corp. | 2.02% | 49,411 | $19.5M | Add +6.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.99% | 1,433,124 | $19.2M | New |
| GOOGL Alphabet Inc. Class A | 1.67% | 91,359 | $16.1M | Reduce -0.3% |
| HDB HDFC Bank Ltd.-ADR | 1.50% | 188,950 | $14.5M | Add +4.0% |
| ACWI iShares MSCI Acwi ETF | 0.17% | 12,322 | $1.6M | Reduce -73.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 692 | $336K | No change |
| MSFT Microsoft Corp. | 0.02% | 448 | $223K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| NU Nu Holdings Ltd./Cayman Isl-A | New | 1.99% | +1.99 |
| META Meta Platforms Inc. Class A | Add +21.3% | 9.71% | +1.94 |
| MELI MercadoLibre Inc. | Add +4.4% | 6.98% | +0.62 |
| NOW ServiceNow Inc. | Add +5.0% | 5.39% | +0.33 |
| UBER Uber Technologies Inc. | Add +7.7% | 3.27% | +0.26 |
| DXCM Dexcom Inc. | Add +7.2% | 2.76% | +0.19 |
| BKNG Booking Holdings Inc. | Add +4.4% | 3.80% | +0.13 |
| MSFT Microsoft Corp. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.1% | 3.14% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +7.3% | 5.98% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Add +4.0% | 1.50% | −0.07 |
| PANW Palo Alto Networks Inc. | Add +3.8% | 4.14% | −0.15 |
| AMZN Amazon.com Inc. | Add +4.3% | 7.03% | −0.19 |
| SYK Stryker Corp. | Add +6.4% | 2.02% | −0.22 |
| ISRG Intuitive Surgical Inc. | Add +5.5% | 4.04% | −0.44 |
| MMYT Makemytrip Ltd. | Add +3.9% | 3.14% | −0.68 |
| CRM Salesforce Inc. | Add +5.5% | 3.86% | −0.69 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +5.9% | 2.76% | −0.73 |
| MA Mastercard Inc. Class A | Add +3.7% | 4.90% | −0.87 |
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 |