MayTech Global Investments, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), MayTech Global Investments, LLC reported 24 stock positions worth $958.3 million. Its top holding was Nvidia (NVDA) at 19.7% of the portfolio, followed by Meta Platforms Class A (META, 9.2%) and Alphabet Class C (GOOG, 7.7%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 19. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +17%) and the biggest sale MercadoLibre (MELI, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $958.3M (Q3 2025)
- SEC Filing
- 0001172661-25-004727 ↗ filed Nov 12, 2025
Holdings Value
Holdings 24 stocks · $958.3M
| NVDA Nvidia Corp. | 19.71% | 1,012,563 | $188.9M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 9.24% | 120,517 | $88.5M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 7.72% | 303,618 | $73.9M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 6.74% | 294,091 | $64.6M | Reduce -3.5% |
| MELI MercadoLibre Inc. | 6.12% | 25,081 | $58.6M | Reduce -4.4% |
| MA Mastercard Inc. Class A | 4.78% | 80,608 | $45.8M | Reduce -4.0% |
| NOW ServiceNow Inc. | 4.73% | 49,281 | $45.3M | Reduce -4.1% |
| AAPL Apple Inc. | 4.16% | 156,391 | $39.8M | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 4.10% | 192,843 | $39.3M | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS | 3.78% | 37,463 | $36.3M | Reduce -3.5% |
| BKNG Booking Holdings Inc. | 3.45% | 6,112 | $33.0M | Reduce -4.5% |
| UBER Uber Technologies Inc. | 3.36% | 328,881 | $32.2M | Reduce -3.9% |
| ISRG Intuitive Surgical Inc. | 3.24% | 69,407 | $31.0M | Reduce -5.7% |
| CRM Salesforce Inc. | 3.22% | 130,295 | $30.9M | Reduce -5.7% |
| MMYT Makemytrip Ltd. | 2.95% | 302,080 | $28.3M | Reduce -3.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.79% | 1,672,709 | $26.8M | Add +16.7% |
| GOOGL Alphabet Inc. Class A | 2.32% | 91,433 | $22.2M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.24% | 387,083 | $21.5M | Reduce -5.6% |
| DXCM Dexcom Inc. | 2.16% | 307,747 | $20.7M | Reduce -0.9% |
| SYK Stryker Corp. | 1.84% | 47,701 | $17.6M | Reduce -3.5% |
| HDB HDFC Bank Ltd.-ADR | 1.27% | 356,520 | $12.2M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 692 | $348K | No change |
| MSFT Microsoft Corp. | 0.02% | 448 | $232K | No change |
| IVV iShares Core S&P 500 ETF | 0.02% | 319 | $214K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MELI MercadoLibre Inc. | Reduce -4.4% | 6.12% | −0.86 |
| ISRG Intuitive Surgical Inc. | Reduce -5.7% | 3.24% | −0.80 |
| NOW ServiceNow Inc. | Reduce -4.1% | 4.73% | −0.66 |
| CRM Salesforce Inc. | Reduce -5.7% | 3.22% | −0.64 |
| DXCM Dexcom Inc. | Reduce -0.9% | 2.16% | −0.60 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.6% | 2.24% | −0.52 |
| META Meta Platforms Inc. Class A | Reduce -4.3% | 9.24% | −0.47 |
| BKNG Booking Holdings Inc. | Reduce -4.5% | 3.45% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 6.74% | −0.29 |
| HDB HDFC Bank Ltd.-ADR | Reduce -5.7% | 1.27% | −0.23 |
| MMYT Makemytrip Ltd. | Reduce -3.1% | 2.95% | −0.19 |
| SYK Stryker Corp. | Reduce -3.5% | 1.84% | −0.18 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -4.0% | 4.78% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -4.2% | 4.10% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -3.9% | 3.36% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.5% | 3.78% | +0.64 |
| AAPL Apple Inc. | Reduce -3.5% | 4.16% | +0.70 |
| NVDA Nvidia Corp. | Reduce -7.3% | 19.71% | +1.48 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 7.72% | +1.74 |
Portfolio Buys Q2 2025 → Q3 2025
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 |