§ 13F · FUND PROFILE
MayTech Global Investments, LLC.
AUM · $900M (13F)Positions · 22Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 879K | $176M | 19.5% | −6% |
| 2 | GOOG | ALPHABET INC | 273K | $97M | 10.7% | −6% |
| 3 | ASML | ASML HLDG NV | 35K | $70M | 7.7% | −6% |
| 4 | AMZN | AMAZON COM INC | 282K | $67M | 7.5% | −5% |
| 5 | META | META PLATFORMS INC | 113K | $64M | 7.1% | −6% |
| 6 | PANW | PALO ALTO NETWORKS INC | 186K | $63M | 7.0% | −6% |
| 7 | AAPL | APPLE INC | 149K | $43M | 4.8% | −5% |
| 8 | MELI | MERCADOLIBRE INC | 23K | $39M | 4.4% | −5% |
| 9 | MA | MASTERCARD INCORPORATED | 76K | $39M | 4.3% | −5% |
| 10 | GOOGL | ALPHABET INC | 87K | $31M | 3.4% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYTECH SIGNAL
AC read
MayTech Global Investments, LLC is a Other fund managing $900 million in assets. The fund runs a focused portfolio of just 22 positions.
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