MayTech Global Investments, LLC
Net seller this quarter
$900M
20
-$41.7M
76.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $176M | 19.54% | 0.00% | -5.7% | Q4 2017 |
 GOOG | $96.5M | 10.72% | Not reported | -6.1% | Q4 2017 |
 ASML | $69.5M | 7.73% | 0.01% | -6.5% | Q2 2023 |
 AMZN | $67.1M | 7.46% | 0.00% | -5.2% | Q4 2017 |
 META | $63.8M | 7.09% | Not reported | -5.6% | Q4 2017 |
 PANW | $63.4M | 7.04% | 0.02% | -5.6% | Q3 2021 |
 AAPL | $43.1M | 4.79% | 0.00% | -4.7% | Q4 2017 |
 MELI | $39.3M | 4.36% | 0.05% | -4.8% | Q1 2018 |
 MA | $39.2M | 4.35% | 0.01% | -5.2% | Q4 2017 |
| GOOGL | $31M | 3.44% | 0.00% | -4.2% | Q4 2017 |
 LLY | $30.9M | 3.43% | 0.00% | -5.2% | Q4 2025 |
 BKNG | $25.9M | 2.88% | 0.02% | -6.4% | Q1 2018 |
 ISRG | $25.6M | 2.85% | 0.02% | -8.5% | Q4 2017 |
 UBER | $22.6M | 2.51% | 0.02% | -6.5% | Q3 2024 |
 NU | $21.2M | 2.36% | Not reported | -5.6% | Q2 2025 |
 TSM | $20.8M | 2.31% | 0.00% | New | Q2 2026 |
 DXCM | $19.1M | 2.12% | 0.08% | -5.5% | Q3 2018 |
 SYK | $15M | 1.66% | 0.01% | -5.4% | Q4 2017 |
 BKR | $13.2M | 1.47% | 0.02% | New | Q2 2026 |
 CME | $11.3M | 1.25% | 0.02% | -3.3% | Q4 2017 |
| Q1 2026 | |||||
| NVDA | $163M | 19.83% | 0.00% | -2.1% | Q4 2017 |
| GOOG | $83.4M | 10.17% | Not reported | -2.5% | Q4 2017 |
| META | $68.6M | 8.37% | Not reported | -1.3% | Q4 2017 |
| AMZN | $61.9M | 7.55% | 0.00% | -0.7% | Q4 2017 |
| ASML | $49.4M | 6.02% | 0.01% | -1.0% | Q2 2023 |
| MELI | $42M | 5.13% | 0.05% | -3.6% | Q1 2018 |
| MA | $40.2M | 4.90% | 0.01% | -1.6% | Q4 2017 |
| AAPL | $39.6M | 4.83% | 0.00% | -0.8% | Q4 2017 |
| ISRG | $32.4M | 3.96% | 0.02% | -0.8% | Q4 2017 |
| PANW | $31.6M | 3.85% | 0.02% | +1.9% | Q3 2021 |
| BKNG | $26.2M | 3.19% | 0.02% | +0.7% | Q1 2018 |
| GOOGL | $26M | 3.17% | 0.00% | 0.0% | Q4 2017 |
 NOW | $25.2M | 3.07% | 0.02% | -1.9% | Q3 2019 |
| LLY | $25M | 3.05% | 0.00% | +19.7% | Q4 2025 |
| NU | $24.2M | 2.95% | Not reported | -0.4% | Q2 2025 |
| UBER | $24.1M | 2.94% | 0.02% | +1.6% | Q3 2024 |
| DXCM | $18.8M | 2.29% | 0.08% | -1.8% | Q3 2018 |
| SYK | $16.5M | 2.01% | 0.01% | +4.3% | Q4 2017 |
| CME | $15.6M | 1.91% | 0.02% | Not reported | Q4 2017 |
 BRK.B | $298K | 0.04% | Not reported | Not reported | Q3 2018 |
| Q4 2025 | |||||
| NVDA | $178M | 17.97% | 0.00% | -6.0% | Q4 2017 |
| GOOG | $93.6M | 9.48% | Not reported | -1.8% | Q4 2017 |
| META | $80.2M | 8.12% | Not reported | +0.8% | Q4 2017 |
| AMZN | $69.1M | 6.99% | 0.00% | +1.7% | Q4 2017 |
| MELI | $50.8M | 5.14% | 0.05% | +0.5% | Q1 2018 |
| MA | $46.7M | 4.73% | 0.01% | +1.4% | Q4 2017 |
| AAPL | $42.8M | 4.33% | 0.00% | +0.7% | Q4 2017 |
| ASML | $40.4M | 4.09% | 0.01% | +0.8% | Q2 2023 |
| ISRG | $40.2M | 4.07% | 0.02% | +2.2% | Q4 2017 |
| NOW | $37.6M | 3.81% | 0.02% | -0.4% | Q3 2019 |
| PANW | $35.6M | 3.60% | 0.03% | +0.2% | Q3 2021 |
 CRM | $35.2M | 3.57% | 0.01% | +2.1% | Q4 2017 |
| BKNG | $33.1M | 3.35% | 0.02% | +0.9% | Q1 2018 |
| GOOGL | $28.3M | 2.87% | 0.00% | -1.1% | Q4 2017 |
| NU | $28.3M | 2.86% | Not reported | +1.0% | Q2 2025 |
| UBER | $26.9M | 2.73% | 0.02% | +0.2% | Q3 2024 |
 MMYT | $25.1M | 2.55% | Not reported | +1.3% | Q4 2017 |
| LLY | $24.4M | 2.47% | 0.00% | New | Q4 2025 |
| DXCM | $20.3M | 2.05% | 0.08% | -0.8% | Q3 2018 |
| SYK | $16.9M | 1.71% | 0.01% | +0.9% | Q4 2017 |
 SE | $15.7M | 1.59% | 0.07% | Not reported | Q2 2019 |
 HDB | $13M | 1.32% | 0.00% | -0.1% | Q3 2023 |
| BRK.B | $313K | 0.03% | Not reported | -10.1% | Q3 2018 |
 MSFT | $217K | 0.02% | 0.00% | Not reported | Q1 2018 |
| Q3 2025 | |||||
| NVDA | $189M | 19.71% | 0.00% | -7.3% | Q4 2017 |
| META | $88.5M | 9.24% | Not reported | -4.3% | Q4 2017 |
| GOOG | $73.9M | 7.72% | Not reported | -4.7% | Q4 2017 |
| AMZN | $64.6M | 6.74% | 0.00% | -3.5% | Q4 2017 |
| MELI | $58.6M | 6.12% | 0.05% | -4.4% | Q1 2018 |
| MA | $45.8M | 4.78% | 0.01% | -4.0% | Q4 2017 |
| NOW | $45.3M | 4.73% | 0.02% | -4.1% | Q3 2019 |
| AAPL | $39.8M | 4.16% | 0.00% | -3.5% | Q4 2017 |
| PANW | $39.3M | 4.10% | 0.03% | -4.2% | Q3 2021 |
| ASML | $36.3M | 3.78% | 0.01% | -3.5% | Q2 2023 |
| BKNG | $33M | 3.45% | 0.02% | -4.5% | Q1 2018 |
| UBER | $32.2M | 3.36% | 0.02% | -3.9% | Q3 2024 |
| ISRG | $31M | 3.24% | 0.02% | -5.7% | Q4 2017 |
| CRM | $30.9M | 3.22% | 0.01% | -5.7% | Q4 2017 |
| MMYT | $28.3M | 2.95% | Not reported | -3.1% | Q4 2017 |
| NU | $26.8M | 2.79% | Not reported | +16.7% | Q2 2025 |
| GOOGL | $22.2M | 2.32% | 0.00% | +0.1% | Q4 2017 |
 NVO | $21.5M | 2.24% | Not reported | -5.6% | Q3 2022 |
| DXCM | $20.7M | 2.16% | 0.08% | -0.9% | Q3 2018 |
| SYK | $17.6M | 1.84% | 0.01% | -3.5% | Q4 2017 |
| HDB | $12.2M | 1.27% | 0.00% | -5.7% | Q3 2023 |
| BRK.B | $348K | 0.04% | Not reported | Not reported | Q3 2018 |
| MSFT | $232K | 0.02% | 0.00% | Not reported | Q1 2018 |