MayTech Global Investments, LLC 13F Holdings Tracker

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$819.8M

Reporting period: 2026-03-31 · Number of holdings: 23

MayTech Global Investments, LLC disclosed 23 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $819.8M and a quarterly turnover rate of 24.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 33.36
Portfolio Stability: 24.37
Momentum/Contrarian: 100
Sector conviction: 72.21
Diversification: 46
Sizing Uniformity: 90.2

Recent moves

Add ASML
-1.0%　$9.0M
Add NVDA
-2.1%　-$15.0M
Trim NOW
-1.8%　-$12.4M
Add GOOG
-2.5%　-$10.2M
Add LLY
+19.7%　$590.8K
Add AMZN
-0.7%　-$7.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	19.83%	+1.86%	-2.07%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	10.17%	+0.69%	-2.53%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	8.37%	+0.25%	-1.29%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	7.55%	+0.56%	-0.72%
5	ASML	ASML Holding N.V.	Stock-Tech	6.02%	+1.93%	-1.04%
6	MELI	Mercadolibre INC	Stock-Consumer Disc	5.13%	-0.01%	-3.63%
7	MA	Mastercard INC - A	Stock-Financials	4.90%	+0.17%	-1.63%
8	AAPL	Apple INC	Stock-Tech	4.83%	+0.50%	-0.82%
9	ISRG	Intuitive Surgical INC	Stock-Healthcare	3.96%	-0.11%	-0.81%
10	PANW	Palo Alto Networks INC	Stock-Tech	3.85%	+0.25%	+1.93%
11	BKNG	Booking Holdings INC	Stock-Consumer Disc	3.19%	-0.16%	+0.68%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.17%	+0.30%	+0.01%
13	NOW	Servicenow INC	Stock-Tech	3.07%	-0.74%	-1.85%
14	LLY	Eli Lilly & Co	Stock-Healthcare	3.05%	+0.58%	+19.68%
15	NU	Nu Holdings Ltd.	Stock-Financials	2.95%	+0.09%	-0.38%
16	UBER	Uber Technologies INC	Stock-Industrials	2.94%	+0.21%	+1.60%
17	DXCM	Dexcom INC	Stock-Healthcare	2.29%	+0.24%	-1.83%
18	SYK	Stryker CORP	Stock-Healthcare	2.01%	+0.30%	+4.32%
19	CME	Cme Group INC	Stock-Financials	1.91%	+1.90%	NEW
20	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.71%	+0.22%	+23.54%
21	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.04%	+0.01%	—
22	VT	Vanguard Tot World Stk ETF	ETF-Other	0.03%	-0.01%	-37.45%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.03%	+0.01%	+0.31%

Portfolio Performance

Performance for Q3 2026

+1.1%

Performance Last 4 Quarters

+9.9%

Based on 90% of reported portfolio value with available pricing

Stdev: +18.3%
Beta: +1.24
Alpha: -3.8%
Max Drawdown: -13.4%
Annualized Perf: +18.9%
Batting Avg vs S&P: +50%
Sortino: +1.87
Stutzer: +0.3
Treynor: +0.15
Sterling: +0.91
Calmar: +1.41
Information Ratio: +0.07
Tracking Error: +8.9%
Stdev Down: +10.2%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +48.7%
Worst 12 Months: +1.3%
Efficiency Ratio: +0.43
Sharpe: +1.04
Stdev Sectors: +11.1%
Skewness: -0.07
Kurtosis: +0.1
Upside Potential: +3.55

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	23	$819.8M	24	1NVDA 2GOOG 3META Top holdings2026-03-31 1.NVDA 2.GOOG 3.META 4.AMZN 5.ASML 6.MELI 7.MA 8.AAPL 9.ISRG 10.PANW
2025-12-31	27	$987.7M	17	1NVDA 2GOOG 3META Top holdings2025-12-31 1.NVDA 2.GOOG 3.META 4.AMZN 5.MELI 6.MA 7.AAPL 8.ASML 9.ISRG 10.NOW
2025-09-30	24	$958.3M	25	1NVDA 2META 3GOOG Top holdings2025-09-30 1.NVDA 2.META 3.GOOG 4.AMZN 5.MELI 6.MA 7.NOW 8.AAPL 9.PANW 10.ASML
2025-06-30	24	$965.4M	0	1NVDA 2META 3AMZN Top holdings2025-06-30 1.NVDA 2.META 3.AMZN 4.MELI 5.GOOG 6.NOW 7.MA 8.PANW 9.ISRG 10.CRM
2025-03-31	23	$770.4M	100	1NVDA 2META 3AMZN Top holdings2025-03-31 1.NVDA 2.META 3.AMZN 4.MELI 5.AAPL 6.GOOG 7.MA 8.NOW 9.CRM 10.ISRG
2024-12-31	24	$848.9M	0	1NVDA 2AMZN 3META Top holdings2024-12-31 1.NVDA 2.AMZN 3.META 4.GOOG 5.AAPL 6.NOW 7.CRM 8.MA 9.MELI 10.ISRG
2024-09-30	30	$757.3M	0	1NVDA 2META 3AMZN Top holdings2024-09-30 1.NVDA 2.META 3.AMZN 4.MELI 5.AAPL 6.GOOG 7.NOW 8.MA 9.CRM 10.ISRG
2024-06-30	30	$667.8M	0	1NVDA 2META 3AMZN Top holdings2024-06-30 1.NVDA 2.META 3.AMZN 4.GOOG 5.AAPL 6.MELI 7.NVO 8.NOW 9.MA 10.ASML
2024-03-31	28	$611.0M	0	1NVDA 2META 3AMZN Top holdings2024-03-31 1.NVDA 2.META 3.AMZN 4.GOOG 5.AAPL 6.MA 7.CRM 8.NOW 9.MELI 10.NVO
2023-12-31	31	$494.4M	0	1NVDA 2META 3AMZN Top holdings2023-12-31 1.NVDA 2.META 3.AMZN 4.AAPL 5.GOOG 6.MELI 7.MA 8.CRM 9.NVO 10.NOW
2023-09-30	28	$429.6M	0	1NVDA 2META 3GOOG Top holdings2023-09-30 1.NVDA 2.META 3.GOOG 4.AMZN 5.AAPL 6.MA 7.MELI 8.CRM 9.NVO 10.PXDEUR
2023-06-30	33	$504.7M	0	1NVDA 2META 3AAPL Top holdings2023-06-30 1.NVDA 2.META 3.AAPL 4.AMZN 5.GOOG 6.MA 7.MELI 8.CRM 9.PANW 10.PXDEUR
2023-03-31	30	$363.8M	0	1NVDA 2AAPL 3META Top holdings2023-03-31 1.NVDA 2.AAPL 3.META 4.MELI 5.MA 6.AMZN 7.GOOG 8.CRM 9.PXDEUR 10.NVO
2022-12-31	63	$301.6M	0	1MA 2AAPL 3META Top holdings2022-12-31 1.MA 2.AAPL 3.META 4.NVDA 5.PXDEUR 6.GOOG 7.AMZN 8.MELI 9.NVO 10.DXCM
2022-09-30	31	$273.9M	0	1AMZN 2AAPL 3GOOG Top holdings2022-09-30 1.AMZN 2.AAPL 3.GOOG 4.MA 5.META 6.PXDEUR 7.NVDA 8.MELI 9.NOW 10.CRM
2022-06-30	71	$315.8M	0	1META 2GOOG 3AAPL Top holdings2022-06-30 1.META 2.GOOG 3.AAPL 4.AMZN 5.MA 6.NVDA 7.PXDEUR 8.NOW 9.CRM 10.ISRG
2022-03-31	76	$434.9M	0	1META 2AAPL 3NVDA Top holdings2022-03-31 1.META 2.AAPL 3.NVDA 4.AMZN 5.GOOG 6.MA 7.MELI 8.NOW 9.PXDEUR 10.CRM
2021-12-31	99	$496.8M	0	1META 2NVDA 3AMZN Top holdings2021-12-31 1.META 2.NVDA 3.AMZN 4.AAPL 5.GOOG 6.SE 7.NOW 8.MELI 9.CRM 10.MA
2021-09-30	68	$482.8M	0	1META 2NVDA 3AMZN Top holdings2021-09-30 1.META 2.NVDA 3.AMZN 4.SE 5.PYPL 6.MELI 7.AAPL 8.GOOG 9.CRM 10.NOW
2021-06-30	67	$478.0M	93	1META 2AMZN 3NVDA Top holdings2021-06-30 1.META 2.AMZN 3.NVDA 4.SE 5.PYPL 6.AAPL 7.MELI 8.GOOG 9.MA 10.TDOC
2021-03-31	59	$416.2M	13	1META 2AMZN 3NVDA Top holdings2021-03-31 1.META 2.AMZN 3.NVDA 4.SE 5.PYPL 6.MELI 7.AAPL 8.MA 9.GOOG 10.TDOC
2020-12-31	59	$421.1M	22	1META 2AMZN 3MELI Top holdings2020-12-31 1.META 2.AMZN 3.MELI 4.NVDA 5.AAPL 6.PYPL 7.SE 8.TDOC 9.MA 10.PDD
2020-09-30	55	$374.3M	19	1META 2AMZN 3NVDA Top holdings2020-09-30 1.META 2.AMZN 3.NVDA 4.AAPL 5.CRM 6.PYPL 7.MA 8.MELI 9.SE 10.TDOC
2020-06-30	55	$318.3M	37	1META 2AMZN 3NVDA Top holdings2020-06-30 1.META 2.AMZN 3.NVDA 4.PYPL 5.AAPL 6.MELI 7.MA 8.CRM 9.DXCM 10.TDOC
2020-03-31	54	$218.9M	27	1META 2AMZN 3MA Top holdings2020-03-31 1.META 2.AMZN 3.MA 4.NVDA 5.AAPL 6.CRM 7.DXCM 8.TDOC 9.GOOG 10.PYPL
2019-12-31	53	$230.0M	43	1AMZN 2MA 3AAPL Top holdings2019-12-31 1.AMZN 2.MA 3.AAPL 4.META 5.CRM 6.GOOG 7.NVDA 8.PYPL 9.CME 10.MELI
2019-09-30	50	$202.8M	53	10000002MA 3META Top holdings2019-09-30 1.000000 2.MA 3.META 4.CRM 5.CME 6.GOOG 7.PYPL 8.MELI 9.NVDA 10.ISRG
2019-06-30	47	$199.2M	11	1AMZN 2MA 3META Top holdings2019-06-30 1.AMZN 2.MA 3.META 4.CRM 5.PYPL 6.MELI 7.ILMN 8.CME 9.GOOG 10.AAPL
2019-03-31	46	$189.5M	23	1AMZN 2MA 3CRM Top holdings2019-03-31 1.AMZN 2.MA 3.CRM 4.META 5.GOOG 6.PYPL 7.MELI 8.AAPL 9.ISRG 10.ILMN
2018-12-31	46	$155.7M	31	1AMZN 2MA 3CRM Top holdings2018-12-31 1.AMZN 2.MA 3.CRM 4.CME 5.GOOG 6.PYPL 7.ILMN 8.ISRG 9.AAPL 10.META
2018-09-30	46	$205.7M	22	1AMZN 2NVDA 3MA Top holdings2018-09-30 1.AMZN 2.NVDA 3.MA 4.CRM 5.META 6.GOOG 7.AAPL 8.BABA 9.ILMN 10.CME
2018-06-30	45	$179.1M	19	1AMZN 2META 3MA Top holdings2018-06-30 1.AMZN 2.META 3.MA 4.BABA 5.NVDA 6.CRM 7.GOOG 8.AAPL 9.CME 10.BKNG
2018-03-31	48	$171.2M	27	1AMZN 2NVDA 3MA Top holdings2018-03-31 1.AMZN 2.NVDA 3.MA 4.META 5.BABA 6.CRM 7.GOOG 8.AAPL 9.CME 10.BKNG
2017-12-31	27	$151.8M	0	1AMZN 2META 3BABA Top holdings2017-12-31 1.AMZN 2.META 3.BABA 4.MA 5.CTLEUR 6.NVDA 7.GOOG 8.AAPL 9.CRM 10.CME

Holding changes this quarter

MayTech Global Investments, LLC's most significant position changes for 2026-03-31: Sold out: Salesforce INC (CRM); Sold out: MakeMyTrip Limited (MMYT); Sold out: Sea Ltd-adr (SE); New buy: Cme Group INC (CME); Sold out: Hdfc Bank Ltd-adr (HDB).

Position changes disclosed by MayTech Global Investments, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is MayTech Global Investments, LLC and what type of investor is it?

MayTech Global Investments, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $819.8M, spread across 23 disclosed positions.

What are MayTech Global Investments, LLC's largest equity positions?

Based on the latest 13F filing, MayTech Global Investments, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $162.6M (19.8%) 2. Alphabet Inc-cl C (GOOG) — $83.4M (10.2%) 3. Meta Platforms Inc-class A (META) — $68.6M (8.4%) 4. Amazon.com INC (AMZN) — $61.9M (7.5%) 5. ASML Holding N.V. (ASML) — $49.4M (6.0%)

What changes did MayTech Global Investments, LLC make in its most recent portfolio filing?

In the latest reported quarter, MayTech Global Investments, LLC made 27 notable position adjustments: 1 new positions were initiated, 8 existing holdings were added to, 13 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Salesforce INC (CRM); Sold out: MakeMyTrip Limited (MMYT); Sold out: Sea Ltd-adr (SE); New buy: Cme Group INC (CME); Sold out: Hdfc Bank Ltd-adr (HDB)

What sectors does MayTech Global Investments, LLC focus on?

MayTech Global Investments, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.9% • Communication Services: 21.9% • Consumer Discretionary: 16.0% • Health Care: 11.4% • Financials: 9.9% • Industrials: 3.0%

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MayTech Global Investments, LLC 13F Holdings Tracker

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$819.8M

Reporting period: 2026-03-31 · Number of holdings: 23

MayTech Global Investments, LLC disclosed 23 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $819.8M and a quarterly turnover rate of 24.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 33.36
Portfolio Stability: 24.37
Momentum/Contrarian: 100
Sector conviction: 72.21
Diversification: 46
Sizing Uniformity: 90.2

Recent moves

Add ASML
-1.0%　$9.0M
Add NVDA
-2.1%　-$15.0M
Trim NOW
-1.8%　-$12.4M
Add GOOG
-2.5%　-$10.2M
Add LLY
+19.7%　$590.8K
Add AMZN
-0.7%　-$7.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	19.83%	+1.86%	-2.07%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	10.17%	+0.69%	-2.53%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	8.37%	+0.25%	-1.29%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	7.55%	+0.56%	-0.72%
5	ASML	ASML Holding N.V.	Stock-Tech	6.02%	+1.93%	-1.04%
6	MELI	Mercadolibre INC	Stock-Consumer Disc	5.13%	-0.01%	-3.63%
7	MA	Mastercard INC - A	Stock-Financials	4.90%	+0.17%	-1.63%
8	AAPL	Apple INC	Stock-Tech	4.83%	+0.50%	-0.82%
9	ISRG	Intuitive Surgical INC	Stock-Healthcare	3.96%	-0.11%	-0.81%
10	PANW	Palo Alto Networks INC	Stock-Tech	3.85%	+0.25%	+1.93%
11	BKNG	Booking Holdings INC	Stock-Consumer Disc	3.19%	-0.16%	+0.68%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.17%	+0.30%	+0.01%
13	NOW	Servicenow INC	Stock-Tech	3.07%	-0.74%	-1.85%
14	LLY	Eli Lilly & Co	Stock-Healthcare	3.05%	+0.58%	+19.68%
15	NU	Nu Holdings Ltd.	Stock-Financials	2.95%	+0.09%	-0.38%
16	UBER	Uber Technologies INC	Stock-Industrials	2.94%	+0.21%	+1.60%
17	DXCM	Dexcom INC	Stock-Healthcare	2.29%	+0.24%	-1.83%
18	SYK	Stryker CORP	Stock-Healthcare	2.01%	+0.30%	+4.32%
19	CME	Cme Group INC	Stock-Financials	1.91%	+1.90%	NEW
20	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.71%	+0.22%	+23.54%
21	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.04%	+0.01%	—
22	VT	Vanguard Tot World Stk ETF	ETF-Other	0.03%	-0.01%	-37.45%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.03%	+0.01%	+0.31%

Portfolio Performance

Performance for Q3 2026

+1.1%

Performance Last 4 Quarters

+9.9%

Based on 90% of reported portfolio value with available pricing

Stdev: +18.3%
Beta: +1.24
Alpha: -3.8%
Max Drawdown: -13.4%
Annualized Perf: +18.9%
Batting Avg vs S&P: +50%
Sortino: +1.87
Stutzer: +0.3
Treynor: +0.15
Sterling: +0.91
Calmar: +1.41
Information Ratio: +0.07
Tracking Error: +8.9%
Stdev Down: +10.2%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +48.7%
Worst 12 Months: +1.3%
Efficiency Ratio: +0.43
Sharpe: +1.04
Stdev Sectors: +11.1%
Skewness: -0.07
Kurtosis: +0.1
Upside Potential: +3.55

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	23	$819.8M	24	1NVDA 2GOOG 3META Top holdings2026-03-31 1.NVDA 2.GOOG 3.META 4.AMZN 5.ASML 6.MELI 7.MA 8.AAPL 9.ISRG 10.PANW
2025-12-31	27	$987.7M	17	1NVDA 2GOOG 3META Top holdings2025-12-31 1.NVDA 2.GOOG 3.META 4.AMZN 5.MELI 6.MA 7.AAPL 8.ASML 9.ISRG 10.NOW
2025-09-30	24	$958.3M	25	1NVDA 2META 3GOOG Top holdings2025-09-30 1.NVDA 2.META 3.GOOG 4.AMZN 5.MELI 6.MA 7.NOW 8.AAPL 9.PANW 10.ASML
2025-06-30	24	$965.4M	0	1NVDA 2META 3AMZN Top holdings2025-06-30 1.NVDA 2.META 3.AMZN 4.MELI 5.GOOG 6.NOW 7.MA 8.PANW 9.ISRG 10.CRM
2025-03-31	23	$770.4M	100	1NVDA 2META 3AMZN Top holdings2025-03-31 1.NVDA 2.META 3.AMZN 4.MELI 5.AAPL 6.GOOG 7.MA 8.NOW 9.CRM 10.ISRG
2024-12-31	24	$848.9M	0	1NVDA 2AMZN 3META Top holdings2024-12-31 1.NVDA 2.AMZN 3.META 4.GOOG 5.AAPL 6.NOW 7.CRM 8.MA 9.MELI 10.ISRG
2024-09-30	30	$757.3M	0	1NVDA 2META 3AMZN Top holdings2024-09-30 1.NVDA 2.META 3.AMZN 4.MELI 5.AAPL 6.GOOG 7.NOW 8.MA 9.CRM 10.ISRG
2024-06-30	30	$667.8M	0	1NVDA 2META 3AMZN Top holdings2024-06-30 1.NVDA 2.META 3.AMZN 4.GOOG 5.AAPL 6.MELI 7.NVO 8.NOW 9.MA 10.ASML
2024-03-31	28	$611.0M	0	1NVDA 2META 3AMZN Top holdings2024-03-31 1.NVDA 2.META 3.AMZN 4.GOOG 5.AAPL 6.MA 7.CRM 8.NOW 9.MELI 10.NVO
2023-12-31	31	$494.4M	0	1NVDA 2META 3AMZN Top holdings2023-12-31 1.NVDA 2.META 3.AMZN 4.AAPL 5.GOOG 6.MELI 7.MA 8.CRM 9.NVO 10.NOW
2023-09-30	28	$429.6M	0	1NVDA 2META 3GOOG Top holdings2023-09-30 1.NVDA 2.META 3.GOOG 4.AMZN 5.AAPL 6.MA 7.MELI 8.CRM 9.NVO 10.PXDEUR
2023-06-30	33	$504.7M	0	1NVDA 2META 3AAPL Top holdings2023-06-30 1.NVDA 2.META 3.AAPL 4.AMZN 5.GOOG 6.MA 7.MELI 8.CRM 9.PANW 10.PXDEUR
2023-03-31	30	$363.8M	0	1NVDA 2AAPL 3META Top holdings2023-03-31 1.NVDA 2.AAPL 3.META 4.MELI 5.MA 6.AMZN 7.GOOG 8.CRM 9.PXDEUR 10.NVO
2022-12-31	63	$301.6M	0	1MA 2AAPL 3META Top holdings2022-12-31 1.MA 2.AAPL 3.META 4.NVDA 5.PXDEUR 6.GOOG 7.AMZN 8.MELI 9.NVO 10.DXCM
2022-09-30	31	$273.9M	0	1AMZN 2AAPL 3GOOG Top holdings2022-09-30 1.AMZN 2.AAPL 3.GOOG 4.MA 5.META 6.PXDEUR 7.NVDA 8.MELI 9.NOW 10.CRM
2022-06-30	71	$315.8M	0	1META 2GOOG 3AAPL Top holdings2022-06-30 1.META 2.GOOG 3.AAPL 4.AMZN 5.MA 6.NVDA 7.PXDEUR 8.NOW 9.CRM 10.ISRG
2022-03-31	76	$434.9M	0	1META 2AAPL 3NVDA Top holdings2022-03-31 1.META 2.AAPL 3.NVDA 4.AMZN 5.GOOG 6.MA 7.MELI 8.NOW 9.PXDEUR 10.CRM
2021-12-31	99	$496.8M	0	1META 2NVDA 3AMZN Top holdings2021-12-31 1.META 2.NVDA 3.AMZN 4.AAPL 5.GOOG 6.SE 7.NOW 8.MELI 9.CRM 10.MA
2021-09-30	68	$482.8M	0	1META 2NVDA 3AMZN Top holdings2021-09-30 1.META 2.NVDA 3.AMZN 4.SE 5.PYPL 6.MELI 7.AAPL 8.GOOG 9.CRM 10.NOW
2021-06-30	67	$478.0M	93	1META 2AMZN 3NVDA Top holdings2021-06-30 1.META 2.AMZN 3.NVDA 4.SE 5.PYPL 6.AAPL 7.MELI 8.GOOG 9.MA 10.TDOC
2021-03-31	59	$416.2M	13	1META 2AMZN 3NVDA Top holdings2021-03-31 1.META 2.AMZN 3.NVDA 4.SE 5.PYPL 6.MELI 7.AAPL 8.MA 9.GOOG 10.TDOC
2020-12-31	59	$421.1M	22	1META 2AMZN 3MELI Top holdings2020-12-31 1.META 2.AMZN 3.MELI 4.NVDA 5.AAPL 6.PYPL 7.SE 8.TDOC 9.MA 10.PDD
2020-09-30	55	$374.3M	19	1META 2AMZN 3NVDA Top holdings2020-09-30 1.META 2.AMZN 3.NVDA 4.AAPL 5.CRM 6.PYPL 7.MA 8.MELI 9.SE 10.TDOC
2020-06-30	55	$318.3M	37	1META 2AMZN 3NVDA Top holdings2020-06-30 1.META 2.AMZN 3.NVDA 4.PYPL 5.AAPL 6.MELI 7.MA 8.CRM 9.DXCM 10.TDOC
2020-03-31	54	$218.9M	27	1META 2AMZN 3MA Top holdings2020-03-31 1.META 2.AMZN 3.MA 4.NVDA 5.AAPL 6.CRM 7.DXCM 8.TDOC 9.GOOG 10.PYPL
2019-12-31	53	$230.0M	43	1AMZN 2MA 3AAPL Top holdings2019-12-31 1.AMZN 2.MA 3.AAPL 4.META 5.CRM 6.GOOG 7.NVDA 8.PYPL 9.CME 10.MELI
2019-09-30	50	$202.8M	53	10000002MA 3META Top holdings2019-09-30 1.000000 2.MA 3.META 4.CRM 5.CME 6.GOOG 7.PYPL 8.MELI 9.NVDA 10.ISRG
2019-06-30	47	$199.2M	11	1AMZN 2MA 3META Top holdings2019-06-30 1.AMZN 2.MA 3.META 4.CRM 5.PYPL 6.MELI 7.ILMN 8.CME 9.GOOG 10.AAPL
2019-03-31	46	$189.5M	23	1AMZN 2MA 3CRM Top holdings2019-03-31 1.AMZN 2.MA 3.CRM 4.META 5.GOOG 6.PYPL 7.MELI 8.AAPL 9.ISRG 10.ILMN
2018-12-31	46	$155.7M	31	1AMZN 2MA 3CRM Top holdings2018-12-31 1.AMZN 2.MA 3.CRM 4.CME 5.GOOG 6.PYPL 7.ILMN 8.ISRG 9.AAPL 10.META
2018-09-30	46	$205.7M	22	1AMZN 2NVDA 3MA Top holdings2018-09-30 1.AMZN 2.NVDA 3.MA 4.CRM 5.META 6.GOOG 7.AAPL 8.BABA 9.ILMN 10.CME
2018-06-30	45	$179.1M	19	1AMZN 2META 3MA Top holdings2018-06-30 1.AMZN 2.META 3.MA 4.BABA 5.NVDA 6.CRM 7.GOOG 8.AAPL 9.CME 10.BKNG
2018-03-31	48	$171.2M	27	1AMZN 2NVDA 3MA Top holdings2018-03-31 1.AMZN 2.NVDA 3.MA 4.META 5.BABA 6.CRM 7.GOOG 8.AAPL 9.CME 10.BKNG
2017-12-31	27	$151.8M	0	1AMZN 2META 3BABA Top holdings2017-12-31 1.AMZN 2.META 3.BABA 4.MA 5.CTLEUR 6.NVDA 7.GOOG 8.AAPL 9.CRM 10.CME

Holding changes this quarter

Position changes disclosed by MayTech Global Investments, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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