MAYTECH GLOBAL INVESTMENTS, LLC

PrivateCIK: 1731134
Location

NEW YORK, NY

๐Ÿ“‹ What this filing means

MAYTECH GLOBAL INVESTMENTS, LLC filed this quarterly 13Fโ€‘HR report disclosing 30 equity positions with a total reported market value of $667.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

30
Positions
$667.77M
Total AUM (reported)
4.17M
Total Shares

Allocation by class

TOTAL AUM$667.77M30 positions
COM$395.84M59.3%
CL A$87.17M13.1%
CAP STK CL C$40.25M6.0%
ADR$31.84M4.8%
N Y REGISTRY SHS$28.58M4.3%
COM NEW$24.62M3.7%
SHS$20.63M3.1%

Portfolio Concentration

Top 335.7%4โ€“1034.3%11โ€“2529.8%Rest0.2%TOP 1070.0%0%100%
Top 3$238.35M35.7%
4โ€“10$229.11M34.3%
11โ€“25$199.20M29.8%
Rest$1.11M0.2%

Top 3 weight

35.7%

Top 10 weight

70.0%

Voting Authority Distribution

Total shares with voting rights: 4.17M

Sole

Full voting authority

3.28M

shares

% of voting shares78.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

894.58K

shares

% of voting shares21.4%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole ยท 78.6% of voting shares
Institutional Holdings30
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.22M
TypeSH
Market value$150.16M
22.49%
Sole
954.32K
Shared
0.00
None
261.15K

META PLATFORMS INC

SOLE
CL A
Shares89.48K
TypeSH
Market value$45.12M
6.76%
Sole
72.68K
Shared
0.00
None
16.80K

AMAZON COM INC

SOLE
COM
Shares222.87K
TypeSH
Market value$43.07M
6.45%
Sole
174.71K
Shared
0.00
None
48.16K

ALPHABET INC

SOLE
CAP STK CL C
Shares219.44K
TypeSH
Market value$40.25M
6.03%
Sole
186.04K
Shared
0.00
None
33.40K

APPLE INC

SOLE
COM
Shares171.85K
TypeSH
Market value$36.19M
5.42%
Sole
135.25K
Shared
0.00
None
36.59K

MERCADOLIBRE INC

SOLE
COM
Shares19.78K
TypeSH
Market value$32.50M
4.87%
Sole
16.23K
Shared
0.00
None
3.55K

NOVO-NORDISK A S

SOLE
ADR
Shares223.08K
TypeSH
Market value$31.84M
4.77%
Sole
177.91K
Shared
0.00
None
45.16K

SERVICENOW INC

SOLE
COM
Shares39.08K
TypeSH
Market value$30.74M
4.60%
Sole
31.20K
Shared
0.00
None
7.88K

MASTERCARD INCORPORATED

SOLE
CL A
Shares65.74K
TypeSH
Market value$29.00M
4.34%
Sole
53.08K
Shared
0.00
None
12.66K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares27.95K
TypeSH
Market value$28.58M
4.28%
Sole
22.77K
Shared
0.00
None
5.18K

PALO ALTO NETWORKS INC

SOLE
COM
Shares79.15K
TypeSH
Market value$26.83M
4.02%
Sole
63.54K
Shared
0.00
None
15.62K

SALESFORCE INC

SOLE
COM
Shares102.87K
TypeSH
Market value$26.45M
3.96%
Sole
82.10K
Shared
0.00
None
20.77K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares55.34K
TypeSH
Market value$24.62M
3.69%
Sole
44.80K
Shared
0.00
None
10.54K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares245.32K
TypeSH
Market value$20.63M
3.09%
Sole
195.17K
Shared
0.00
None
50.16K

DEXCOM INC

SOLE
COM
Shares168.76K
TypeSH
Market value$19.13M
2.87%
Sole
134.67K
Shared
0.00
None
34.09K

BOOKING HOLDINGS INC

SOLE
COM
Shares4.79K
TypeSH
Market value$18.96M
2.84%
Sole
3.85K
Shared
0.00
None
930.00

ALPHABET INC

SOLE
CAP STK CL A
Shares91.82K
TypeSH
Market value$16.72M
2.50%
Sole
63.14K
Shared
0.00
None
28.68K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares34.07K
TypeSH
Market value$13.05M
1.95%
Sole
27.18K
Shared
0.00
None
6.89K

DESPEGAR COM CORP

SOLE
ORD SHS
Shares894.66K
TypeSH
Market value$11.84M
1.77%
Sole
690.87K
Shared
0.00
None
203.79K

STRYKER CORPORATION

SOLE
COM
Shares30.19K
TypeSH
Market value$10.27M
1.54%
Sole
23.76K
Shared
0.00
None
6.43K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares135.73K
TypeSH
Market value$8.73M
1.31%
Sole
108.30K
Shared
0.00
None
27.43K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.07K
TypeSH
Market value$586.5K
0.09%
Sole
466.00
Shared
0.00
None
606.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares3.58K
TypeSH
Market value$510.8K
0.08%
Sole
1.63K
Shared
0.00
None
1.95K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.14K
TypeSH
Market value$463.3K
0.07%
Sole
1.13K
Shared
0.00
None
5.00

KROGER CO

SOLE
COM
Shares8K
TypeSH
Market value$399.4K
0.06%
Sole
4.49K
Shared
0.00
None
3.51K
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 30 Positions | Finecho