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CIK: 0001731134
Total reported value
$900.2M
$900.2M
23 檔
37.4%
In Q1 2025, MayTech Global Investments, LLC's U.S. equity holdings reached a combined market value of $900.2M, distributed across 23 disclosed stock positions.
In Q1 2025, MayTech Global Investments, LLC displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.10% | -0.29% | -2.29% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.76% | -1.28% | +3.18% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.22% | -0.09% | +6.39% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.36% | -0.77% | +4.30% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.28% | -0.04% | +7.22% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.02% | +0.55% | +3.48% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.76% | -0.55% | +0.99% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 5.06% | -3.07% | EXIT | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 4.56% | — | +3.00% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.48% | -1.11% | +2.50% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.30% | +3.19% | +3.69% | |
| 12 | MMYT | MakeMyTrip Limited | Stock-Other | 3.82% | — | +4.12% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.67% | -0.31% | +0.48% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.49% | — | +2.59% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 3.15% | +1.71% | +4.11% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 3.01% | -0.43% | +62.26% | |
| 17 | DXCM | Dexcom Inc | Stock-Healthcare | 2.57% | -0.17% | +3.22% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.24% | -0.35% | +12.93% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.27% | -0.02% | |
| 20 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.57% | — | +2.65% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.69% | -0.15% | +183.68% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | -0.04% | EXIT | |
| 23 | OVASUSD | Tempest Therapeutics Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | NOW | Servicenow Inc | — | NEW | New buy |
| 9 | CRM | Salesforce Inc | — | NEW | New buy |
| 10 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 11 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 12 | MMYT | MakeMyTrip Limited | — | NEW | New buy |
| 13 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 14 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 15 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 16 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 17 | DXCM | Dexcom Inc | — | NEW | New buy |
| 18 | SYK | Stryker CORP | — | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 20 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 21 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 23 | OVASUSD | Tempest Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, MayTech Global Investments, LLC reported a total U.S. public equity portfolio value of $900.2M across 23 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, META, AMZN) accounted for 37.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $124.0M
During Q1 2025, MayTech Global Investments, LLC's top holdings by market value included NVDA (16.1%)、META (7.8%)、AMZN (7.2%). The largest single position, NVDA, represented 16.1% of total portfolio value.
In Q1 2025, MayTech Global Investments, LLC made 23 total portfolio adjustments, initiating 23 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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