MayTech Global Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), MayTech Global Investments, LLC reported 27 stock positions worth $987.7 million. Its top holding was Nvidia (NVDA) at 18.0% of the portfolio, followed by Alphabet Class C (GOOG, 9.5%) and Meta Platforms Class A (META, 8.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 15 and reduced 7. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $987.7M (Q4 2025)
- SEC Filing
- 0001172661-26-000787 ↗ filed Feb 13, 2026
Holdings Value
Holdings 27 stocks · $987.7M
| NVDA Nvidia Corp. | 17.97% | 951,762 | $177.5M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 9.48% | 298,314 | $93.6M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 8.12% | 121,534 | $80.2M | Add +0.8% |
| AMZN Amazon.com Inc. | 6.99% | 299,216 | $69.1M | Add +1.7% |
| MELI MercadoLibre Inc. | 5.14% | 25,216 | $50.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 4.73% | 81,750 | $46.7M | Add +1.4% |
| AAPL Apple Inc. | 4.33% | 157,467 | $42.8M | Add +0.7% |
| ASML ASML Holding NV-NY Reg SHS | 4.09% | 37,763 | $40.4M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 4.07% | 70,955 | $40.2M | Add +2.2% |
| NOW ServiceNow Inc. | 3.81% | 245,366 | $37.6M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 3.60% | 193,227 | $35.6M | Add +0.2% |
| CRM Salesforce Inc. | 3.57% | 133,036 | $35.2M | Add +2.1% |
| BKNG Booking Holdings Inc. | 3.35% | 6,169 | $33.1M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.87% | 90,430 | $28.3M | Reduce -1.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.86% | 1,688,819 | $28.3M | Add +1.0% |
| UBER Uber Technologies Inc. | 2.73% | 329,556 | $26.9M | Add +0.2% |
| MMYT Makemytrip Ltd. | 2.55% | 306,113 | $25.1M | Add +1.3% |
| LLY Eli Lilly & Co. | 2.47% | 22,714 | $24.4M | New |
| DXCM Dexcom Inc. | 2.05% | 305,149 | $20.3M | Reduce -0.8% |
| SYK Stryker Corp. | 1.71% | 48,135 | $16.9M | Add +0.9% |
| SE Sea Ltd.-ADR | 1.59% | 123,418 | $15.7M | New |
| HDB HDFC Bank Ltd.-ADR | 1.32% | 356,320 | $13.0M | Reduce -0.1% |
| ACWI iShares MSCI Acwi ETF | 0.49% | 34,093 | $4.8M | New |
| VT Vanguard Tot World STK ETF | 0.04% | 2,513 | $355K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 622 | $313K | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 0.02% | 320 | $219K | Add +0.3% |
| MSFT Microsoft Corp. | 0.02% | 448 | $217K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −2.24 |
| NVDA Nvidia Corp. | Reduce -6.0% | 17.97% | −1.74 |
| NOW ServiceNow Inc. | Reduce -0.4% | 3.81% | −0.93 |
| DXCM Dexcom Inc. | Reduce -0.8% | 2.05% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.1% | 0.03% | −0.00 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.1% | 1.32% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 2.87% | +0.55 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 9.48% | +1.76 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | New | 2.47% | +2.47 |
| SE Sea Ltd.-ADR | New | 1.59% | +1.59 |
| ISRG Intuitive Surgical Inc. | Add +2.2% | 4.07% | +0.83 |
| ACWI iShares MSCI Acwi ETF | New | 0.49% | +0.49 |
| CRM Salesforce Inc. | Add +2.1% | 3.57% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.8% | 4.09% | +0.31 |
| AMZN Amazon.com Inc. | Add +1.7% | 6.99% | +0.25 |
| AAPL Apple Inc. | Add +0.7% | 4.33% | +0.18 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +1.0% | 2.86% | +0.07 |
| VT Vanguard Tot World STK ETF | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Add +1.4% | 4.73% | −0.06 |
| BKNG Booking Holdings Inc. | Add +0.9% | 3.35% | −0.10 |
| SYK Stryker Corp. | Add +0.9% | 1.71% | −0.13 |
| MMYT Makemytrip Ltd. | Add +1.3% | 2.55% | −0.41 |
| PANW Palo Alto Networks Inc. | Add +0.2% | 3.60% | −0.49 |
| UBER Uber Technologies Inc. | Add +0.2% | 2.73% | −0.64 |
| MELI MercadoLibre Inc. | Add +0.5% | 5.14% | −0.97 |
| META Meta Platforms Inc. Class A | Add +0.8% | 8.12% | −1.11 |
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 |