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CIK: 0001731134
Total reported value
$900.2M
$900.2M
30 檔
35.0%
At the close of Q2 2024, MayTech Global Investments, LLC disclosed equity holdings valued at approximately $900.2M, spread across 30 reported holdings.
During Q2 2024, MayTech Global Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 22.49% | -0.29% | +887.25% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.76% | -1.28% | -32.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.45% | -0.09% | +1.78% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.03% | +0.55% | +2.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.42% | -0.04% | -5.64% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.87% | -0.77% | +3.07% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.77% | — | +1.75% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 4.60% | -3.07% | EXIT | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 4.34% | -0.55% | +1.94% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 4.28% | +1.71% | +2.40% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.02% | +3.19% | +2.04% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 3.96% | — | +1.75% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.69% | -1.11% | +3.03% | |
| 14 | MMYT | MakeMyTrip Limited | Stock-Other | 3.09% | — | +2.21% | |
| 15 | DXCM | Dexcom Inc | Stock-Healthcare | 2.87% | -0.17% | +2.12% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.84% | -0.31% | -8.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +0.27% | +1.14% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.95% | — | — | |
| 19 | ✓ | Despegar.com CORP | Stock-Other | 1.77% | — | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.54% | -0.35% | +1.94% | |
| 21 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.31% | — | +3.28% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.03% | EXIT | |
| 23 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.08% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.04% | EXIT | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 0.06% | — | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.06% | — | — | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.04% | -0.15% | — | |
| 28 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.03% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | — | — | |
| 30 | OVASUSD | Tempest Therapeutics Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, MayTech Global Investments, LLC reported a total U.S. public equity portfolio value of $900.2M across 30 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, META, AMZN) accounted for 35.0% of total reported equity market value during Q2 2024.
During Q2 2024, MayTech Global Investments, LLC's top holdings by market value included NVDA (22.5%)、META (6.8%)、AMZN (6.5%). The largest single position, NVDA, represented 22.5% of total portfolio value.
In Q2 2024, MayTech Global Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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