MayTech Global Investments
New York, NYfiles as MayTech Global Investments, LLC
$900m in 22 US stocks at the end of 30 June 2026. The top 10 are 76.5% of the money. It changed about 9.9% of the portfolio this quarter.
Value
$900m
Stocks
22
Top 10 share
76.5%
Turnover
9.9%
What changed this quarter
New
Bought for the first time this quarter.
- Taiwan Semiconductor ManufacturingTSM2.3% of the fund
- Baker HughesBKR1.5% of the fund
Added
Bought more of a stock they already held.
- Vanguard Intl Equity Index FVT<0.1% of the fund+232%
Cut
Sold some of their stake.
- NvidiaNVDA19.5% of the fund-6%
- AlphabetGOOG10.7% of the fund-6%
- ASML Holding NVASML7.7% of the fund-6%
- Amazon.comAMZN7.5% of the fund-5%
- Meta PlatformsMETA7.1% of the fund-6%
- Palo Alto NetworksPANW7.0% of the fund-6%
- AppleAAPL4.8% of the fund-5%
- MercadoLibreMELI4.4% of the fund-5%
- MastercardMA4.3% of the fund-5%
- AlphabetGOOGL3.4% of the fund-4%
- Eli LillyLLY3.4% of the fund-5%
- Booking HoldingsBKNG2.9% of the fund-6%
- Intuitive SurgicalISRG2.8% of the fund-8%
- Uber TechnologiesUBER2.5% of the fund-7%
- Nu HoldingsNU2.4% of the fund-6%
- DexcomDXCM2.1% of the fund-5%
- StrykerSYK1.7% of the fund-5%
- CME GroupCME1.3% of the fund-3%
- Ishares TRACWI0.6% of the fund-24%
Sold out
Sold their entire stake.
- ServiceNowNOW-100%
- Berkshire HathawayBRK-B-100%
- Ishares TRIVV-100%
Holdings
- Ishares TRACWI
- Share
- 0.6%
- Value
- $5m
- Shares
- 32,029
-24%
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $819,976
- Shares
- 5,224
+232%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 19.5% | $176m | 878,980 | -6% |
| AlphabetGOOG | 10.7% | $97m | 273,112 | -6% |
| ASML Holding NVASML | 7.7% | $70m | 34,952 | -6% |
| Amazon.comAMZN | 7.5% | $67m | 281,682 | -5% |
| Meta PlatformsMETA | 7.1% | $64m | 113,252 | -6% |
| Palo Alto NetworksPANW | 7.0% | $63m | 185,946 | -6% |
| AppleAAPL | 4.8% | $43m | 148,882 | -5% |
| MercadoLibreMELI | 4.4% | $39m | 23,135 | -5% |
| MastercardMA | 4.3% | $39m | 76,229 | -5% |
| AlphabetGOOGL | 3.4% | $31m | 86,646 | -4% |
| Eli LillyLLY | 3.4% | $31m | 25,770 | -5% |
| Booking HoldingsBKNG | 2.9% | $26m | 145,347 | -6% |
| Intuitive SurgicalISRG | 2.8% | $26m | 64,436 | -8% |
| Uber TechnologiesUBER | 2.5% | $23m | 312,962 | -7% |
| Nu HoldingsNU | 2.4% | $21m | 1,588,187 | -6% |
| Taiwan Semiconductor ManufacturingTSM | 2.3% | $21m | 43,547 | New |
| DexcomDXCM | 2.1% | $19m | 283,168 | -5% |
| StrykerSYK | 1.7% | $15m | 47,506 | -5% |
| Baker HughesBKR | 1.5% | $13m | 238,389 | New |
| CME GroupCME | 1.3% | $11m | 51,112 | -3% |
| Ishares TRACWI | 0.6% | $5m | 32,029 | -24% |
| Vanguard Intl Equity Index FVT | <0.1% | $819,976 | 5,224 | +232% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 6.8% since 30 June 2025.
Where the money is
Technology38.0%
Media & telecom21.2%
Retail & consumer10.3%
Industrials10.2%
Health care10.1%
Financial services8.0%
Energy1.5%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.