MayTech Global Investments, LLC

CIK 0001731134 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

MayTech Global Investments, LLC reported 22 positions worth $900.2M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: NVDA (19.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$900.2M
2026 Q2
Positions
22
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.5%
Est. Net Flow (Q)
2026 Q2
10 / 22 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$175.9M19.54%878,980
2GOOGALPHABET INCSH$96.5M10.72%273,112
3ASMLASML HLDG NVSH$69.5M7.73%34,952
4AMZNAMAZON COM INCSH$67.1M7.46%281,682
5METAMETA PLATFORMS INCSH$63.8M7.09%113,252
6PANWPALO ALTO NETWORKS INCSH$63.4M7.04%185,946
7AAPLAPPLE INCSH$43.1M4.79%148,882
8MELIMERCADOLIBRE INCSH$39.3M4.36%23,135
9MAMASTERCARD INCORPORATEDSH$39.2M4.35%76,229
10GOOGLALPHABET INCSH$31.0M3.44%86,646

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MayTech Global Investments, LLC hold as of Q2 2026?

MayTech Global Investments, LLC reported 22 positions worth $900.2M in its Q2 2026 13F filing. Largest positions: NVDA (19.5%), GOOG (10.7%), ASML (7.7%), AMZN (7.5%) and META (7.1%).

What did MayTech Global Investments, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MayTech Global Investments, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.