# MayTech Global Investments, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1731134. Source: https://holderbook.com/funds/1731134-maytech-global-investments-llc/

- Reported value: $900.2M
- Positions: 22
- Weight of the ten largest: 76.5%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $175.9M | 878,980 | 19.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $96.5M | 273,112 | 10.7% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $69.5M | 34,952 | 7.7% | 13 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $67.1M | 281,682 | 7.5% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $63.8M | 113,252 | 7.1% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $63.4M | 185,946 | 7.0% | 20 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $43.1M | 148,882 | 4.8% | 27 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $39.3M | 23,135 | 4.4% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $39.2M | 76,229 | 4.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $31.0M | 86,646 | 3.4% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $30.9M | 25,770 | 3.4% | 3 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $25.9M | 145,347 | 2.9% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $25.6M | 64,436 | 2.8% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $22.6M | 312,962 | 2.5% | 8 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $21.2M | 1,588,187 | 2.4% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $20.8M | 43,547 | 2.3% | 1 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $19.1M | 283,168 | 2.1% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $15.0M | 47,506 | 1.7% | 31 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $13.2M | 238,389 | 1.5% | 1 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $11.3M | 51,112 | 1.3% | 2 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $5.0M | 32,029 | 0.6% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $820.0K | 5,224 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.0% | +14.8% | +0.2% | 100% |
| Q1 2026 | -12.5% | -4.6% | -7.9% | 100% |
| Q4 2025 | +1.2% | +2.4% | -1.2% | 100% |
| Q3 2025 | +3.6% | +7.8% | -4.2% | 100% |
| Q2 2025 | +20.0% | +10.5% | +9.5% | 100% |
| Q1 2025 | -10.4% | -4.6% | -5.9% | 100% |
| Q4 2024 | +7.3% | +2.1% | +5.1% | 100% |
| Q3 2024 | +0.4% | +5.4% | -5.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $900.2M | 22 |
| Q1 2026 | $819.8M | 23 |
| Q4 2025 | $987.7M | 27 |
| Q3 2025 | $958.3M | 24 |
| Q2 2025 | $965.4M | 24 |
| Q1 2025 | $770.4M | 23 |
| Q4 2024 | $848.9M | 24 |
| Q3 2024 | $757.3M | 30 |
| Q2 2024 | $667.8M | 30 |
| Q1 2024 | $611.0M | 28 |
| Q4 2023 | $494.4M | 31 |
| Q3 2023 | $429.6M | 28 |