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 $757.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

30
Positions
$757.28M
Total AUM (reported)
4.89M
Total Shares

Allocation by class

TOTAL AUM$757.28M30 positions
COM$462.66M61.1%
CL A$94.83M12.5%
CAP STK CL C$43.85M5.8%
COM NEW$31.79M4.2%
ADR$30.31M4.0%
N Y REGISTRY SHS$26.71M3.5%
SHS$25.88M3.4%

Portfolio Concentration

Top 333.2%4โ€“1037.0%11โ€“2529.6%Rest0.2%TOP 1070.3%0%100%
Top 3$251.74M33.2%
4โ€“10$280.43M37.0%
11โ€“25$223.83M29.6%
Rest$1.28M0.2%

Top 3 weight

33.2%

Top 10 weight

70.3%

Voting Authority Distribution

Total shares with voting rights: 4.89M

Sole

Full voting authority

3.62M

shares

% of voting shares74.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.27M

shares

% of voting shares26.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole ยท 74.0% of voting shares
Institutional Holdings30
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.21M
TypeSH
Market value$146.46M
19.34%
Sole
918.94K
Shared
0.00
None
287.06K

META PLATFORMS INC

SOLE
CL A
Shares99.09K
TypeSH
Market value$56.72M
7.49%
Sole
74.97K
Shared
0.00
None
24.12K

AMAZON COM INC

SOLE
COM
Shares260.61K
TypeSH
Market value$48.56M
6.41%
Sole
190.67K
Shared
0.00
None
69.94K

MERCADOLIBRE INC

SOLE
COM
Shares22.98K
TypeSH
Market value$47.15M
6.23%
Sole
17.09K
Shared
0.00
None
5.89K

APPLE INC

SOLE
COM
Shares194.13K
TypeSH
Market value$45.23M
5.97%
Sole
148.95K
Shared
0.00
None
45.18K

ALPHABET INC

SOLE
CAP STK CL C
Shares262.26K
TypeSH
Market value$43.85M
5.79%
Sole
198.11K
Shared
0.00
None
64.15K

SERVICENOW INC

SOLE
COM
Shares45.79K
TypeSH
Market value$40.96M
5.41%
Sole
33.18K
Shared
0.00
None
12.61K

MASTERCARD INCORPORATED

SOLE
CL A
Shares77.17K
TypeSH
Market value$38.11M
5.03%
Sole
56.12K
Shared
0.00
None
21.05K

SALESFORCE INC

SOLE
COM
Shares121.83K
TypeSH
Market value$33.35M
4.40%
Sole
87.68K
Shared
0.00
None
34.15K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares64.72K
TypeSH
Market value$31.79M
4.20%
Sole
47.62K
Shared
0.00
None
17.10K

PALO ALTO NETWORKS INC

SOLE
COM
Shares90.60K
TypeSH
Market value$30.97M
4.09%
Sole
67.37K
Shared
0.00
None
23.23K

NOVO-NORDISK A S

SOLE
ADR
Shares254.55K
TypeSH
Market value$30.31M
4.00%
Sole
188.19K
Shared
0.00
None
66.36K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares32.05K
TypeSH
Market value$26.71M
3.53%
Sole
23.94K
Shared
0.00
None
8.11K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares278.44K
TypeSH
Market value$25.88M
3.42%
Sole
206.13K
Shared
0.00
None
72.31K

BOOKING HOLDINGS INC

SOLE
COM
Shares5.77K
TypeSH
Market value$24.32M
3.21%
Sole
4.17K
Shared
0.00
None
1.61K

DEXCOM INC

SOLE
COM
Shares259.26K
TypeSH
Market value$17.38M
2.30%
Sole
187.38K
Shared
0.00
None
71.88K

ALPHABET INC

SOLE
CAP STK CL A
Shares91.75K
TypeSH
Market value$15.22M
2.01%
Sole
64.21K
Shared
0.00
None
27.54K

DESPEGAR COM CORP

SOLE
ORD SHS
Shares1.10M
TypeSH
Market value$13.66M
1.80%
Sole
802.27K
Shared
0.00
None
299.41K

STRYKER CORPORATION

SOLE
COM
Shares37.37K
TypeSH
Market value$13.50M
1.78%
Sole
26.97K
Shared
0.00
None
10.39K

UBER TECHNOLOGIES INC

SOLE
COM
Shares175.81K
TypeSH
Market value$13.21M
1.74%
Sole
124.20K
Shared
0.00
None
51.61K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares164.31K
TypeSH
Market value$10.28M
1.36%
Sole
115.19K
Shared
0.00
None
49.12K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares7.49K
TypeSH
Market value$894.8K
0.12%
Sole
7.49K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.11K
TypeSH
Market value$509.0K
0.07%
Sole
1.10K
Shared
0.00
None
5.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares3.19K
TypeSH
Market value$507.1K
0.07%
Sole
1.24K
Shared
0.00
None
1.95K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares850.00
TypeSH
Market value$490.3K
0.06%
Sole
315.00
Shared
0.00
None
535.00
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 30 Positions | Finecho