MayTech Global Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), MayTech Global Investments, LLC reported 23 stock positions worth $819.8 million. Its top holding was Nvidia (NVDA) at 19.8% of the portfolio, followed by Alphabet Class C (GOOG, 10.2%) and Meta Platforms Class A (META, 8.4%). Compared with Q4 2025, it opened 1 new position, sold out of 5, added to 8 and reduced 13. The biggest buy was a new position in Cme (CME) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001731134
- Portfolio Value
- $819.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001930 ↗ filed May 14, 2026
Holdings Value
Holdings 23 stocks · $819.8M
| NVDA Nvidia Corp. | 19.83% | 932,066 | $162.6M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 10.17% | 290,778 | $83.4M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 8.37% | 119,970 | $68.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 7.55% | 297,063 | $61.9M | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 6.02% | 37,372 | $49.4M | Reduce -1.0% |
| MELI MercadoLibre Inc. | 5.13% | 24,301 | $42.0M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 4.90% | 80,418 | $40.2M | Reduce -1.6% |
| AAPL Apple Inc. | 4.83% | 156,174 | $39.6M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 3.96% | 70,382 | $32.4M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 3.85% | 196,965 | $31.6M | Add +1.9% |
| BKNG Booking Holdings Inc. | 3.19% | 6,211 | $26.2M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 3.17% | 90,441 | $26.0M | Add +0.0% |
| NOW ServiceNow Inc. | 3.07% | 240,834 | $25.2M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 3.05% | 27,183 | $25.0M | Add +19.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.95% | 1,682,438 | $24.2M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 2.94% | 334,839 | $24.1M | Add +1.6% |
| DXCM Dexcom Inc. | 2.29% | 299,552 | $18.8M | Reduce -1.8% |
| SYK Stryker Corp. | 2.01% | 50,214 | $16.5M | Add +4.3% |
| CME Cme Group Inc. | 1.91% | 52,874 | $15.6M | New |
| ACWI iShares MSCI Acwi ETF | 0.71% | 42,117 | $5.8M | Add +23.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 622 | $298K | No change |
| VT Vanguard Tot World STK ETF | 0.03% | 1,572 | $218K | Reduce -37.5% |
| IVV iShares Core S&P 500 ETF | 0.03% | 321 | $210K | Add +0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Sold out | 0.00% | −3.57 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −2.55 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −1.59 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −1.32 |
| NOW ServiceNow Inc. | Reduce -1.9% | 3.07% | −0.73 |
| ISRG Intuitive Surgical Inc. | Reduce -0.8% | 3.96% | −0.11 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -3.6% | 5.13% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -37.5% | 0.03% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.4% | 2.95% | +0.09 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 4.90% | +0.18 |
| DXCM Dexcom Inc. | Reduce -1.8% | 2.29% | +0.24 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 8.37% | +0.25 |
| AAPL Apple Inc. | Reduce -0.8% | 4.83% | +0.50 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 7.55% | +0.55 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 10.17% | +0.70 |
| NVDA Nvidia Corp. | Reduce -2.1% | 19.83% | +1.86 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.0% | 6.02% | +1.93 |
Portfolio Buys Q4 2025 → Q1 2026
| CME Cme Group Inc. | New | 1.91% | +1.91 |
| LLY Eli Lilly & Co. | Add +19.7% | 3.05% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 3.17% | +0.31 |
| SYK Stryker Corp. | Add +4.3% | 2.01% | +0.30 |
| PANW Palo Alto Networks Inc. | Add +1.9% | 3.85% | +0.25 |
| ACWI iShares MSCI Acwi ETF | Add +23.5% | 0.71% | +0.22 |
| UBER Uber Technologies Inc. | Add +1.6% | 2.94% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.03% | +0.00 |
| BKNG Booking Holdings Inc. | Add +0.7% | 3.19% | −0.16 |
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 |