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CIK: 0001731134
Total reported value
$900.2M
$900.2M
23 檔
47.3%
The Q1 2026 SEC filing reveals that MayTech Global Investments, LLC held a total portfolio value of $900.2M, covering 23 public equity positions.
In Q1 2026, MayTech Global Investments, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 19.83% | -0.29% | -2.07% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.17% | +0.55% | -2.53% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.37% | -1.28% | -1.29% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.55% | -0.09% | -0.72% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 6.02% | +1.71% | -1.04% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 5.13% | -0.77% | -3.63% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 4.90% | -0.55% | -1.63% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.04% | -0.82% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.96% | -1.11% | -0.81% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.85% | +3.19% | +1.93% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.19% | -0.31% | +0.68% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.17% | +0.27% | +0.01% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 3.07% | -3.07% | EXIT | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.05% | +0.38% | +19.68% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 2.95% | -0.59% | -0.38% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 2.94% | -0.43% | +1.60% | |
| 17 | DXCM | Dexcom Inc | Stock-Healthcare | 2.29% | -0.17% | -1.83% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.01% | -0.35% | +4.32% | |
| 19 | CME | Cme Group Inc | Stock-Financials | 1.91% | -0.65% | — | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.71% | -0.15% | +23.54% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | -0.04% | EXIT | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.03% | +0.06% | -37.45% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +1.9% | -1.04% | Trim |
| 2 | NVDA | Nvidia CORP | +1.9% | -2.07% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | -2.53% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.6% | +19.68% | Add |
| 5 | AMZN | Amazon.com Inc | +0.6% | -0.72% | Trim |
| 6 | AAPL | Apple Inc | +0.5% | -0.82% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.01% | Add |
| 8 | SYK | Stryker CORP | +0.3% | +4.32% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -1.29% | Trim |
| 10 | PANW | Palo Alto Networks Inc | +0.3% | +1.93% | Add |
| 11 | DXCM | Dexcom Inc | +0.2% | -1.83% | Trim |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.2% | +23.54% | Add |
| 13 | UBER | Uber Technologies Inc | +0.2% | +1.60% | Add |
| 14 | MA | Mastercard Inc - A | +0.2% | -1.63% | Trim |
| 15 | NU | Nu Holdings Ltd. | +0.1% | -0.38% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +0.31% | Add |
| 18 | MELI | Mercadolibre Inc | 0% | -3.63% | Trim |
| 19 | VT | Vanguard Tot World Stk ETF | 0% | -37.45% | Trim |
| 20 | ISRG | Intuitive Surgical Inc | -0.1% | -0.81% | Trim |
| 21 | BKNG | Booking Holdings Inc | -0.2% | +0.68% | Add |
| 22 | NOW | Servicenow Inc | -0.7% | -1.85% | Trim |
| 23 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 24 | MMYT | MakeMyTrip Limited | — | EXIT | Sold out |
| 25 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 26 | CME | Cme Group Inc | — | NEW | New buy |
| 27 | HDB | Hdfc Bank Ltd-adr | — | EXIT | Sold out |
| 28 | MSFT | Microsoft CORP | — | EXIT | Sold out |
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 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOG, META) accounted for 47.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CME
市值: $15.6M
Top Position Liquidated / Trimmed
CRM
前期市值: $35.2M
During Q1 2026, MayTech Global Investments, LLC's top holdings by market value included NVDA (19.8%)、GOOG (10.2%)、META (8.4%). The largest single position, NVDA, represented 19.8% of total portfolio value.
In Q1 2026, MayTech Global Investments, LLC made 27 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 13 holdings, and fully liquidating 5 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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