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 24 equity positions with a total reported market value of $848.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

24
Positions
$848.87M
Total AUM (reported)
5.24M
Total Shares

Allocation by class

TOTAL AUM$848.87M24 positions
COM$515.26M60.7%
CL A$101.15M11.9%
CAP STK CL C$54.66M6.4%
COM NEW$35.53M4.2%
ADR$32.49M3.8%
SHS$32.35M3.8%
N Y REGISTRY SHS$24.36M2.9%

Portfolio Concentration

Top 332.6%4โ€“1037.4%11โ€“2530.1%TOP 1069.9%0%100%
Top 3$276.45M32.6%
4โ€“10$317.30M37.4%
11โ€“25$255.11M30.1%

Top 3 weight

32.6%

Top 10 weight

69.9%

Voting Authority Distribution

Total shares with voting rights: 5.24M

Sole

Full voting authority

3.96M

shares

% of voting shares75.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.28M

shares

% of voting shares24.4%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole ยท 75.6% of voting shares
Institutional Holdings24
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.17M
TypeSH
Market value$157.28M
18.53%
Sole
909.32K
Shared
0.00
None
261.90K

AMAZON COM INC

SOLE
COM
Shares274.71K
TypeSH
Market value$60.27M
7.10%
Sole
205.15K
Shared
0.00
None
69.57K

META PLATFORMS INC

SOLE
CL A
Shares100.60K
TypeSH
Market value$58.90M
6.94%
Sole
76.63K
Shared
0.00
None
23.97K

ALPHABET INC

SOLE
CAP STK CL C
Shares287.03K
TypeSH
Market value$54.66M
6.44%
Sole
223.54K
Shared
0.00
None
63.49K

APPLE INC

SOLE
COM
Shares203.24K
TypeSH
Market value$50.90M
6.00%
Sole
158.46K
Shared
0.00
None
44.78K

SERVICENOW INC

SOLE
COM
Shares47.67K
TypeSH
Market value$50.54M
5.95%
Sole
35.22K
Shared
0.00
None
12.45K

SALESFORCE INC

SOLE
COM
Shares127.06K
TypeSH
Market value$42.48M
5.00%
Sole
92.99K
Shared
0.00
None
34.07K

MASTERCARD INCORPORATED

SOLE
CL A
Shares80.23K
TypeSH
Market value$42.24M
4.98%
Sole
59.31K
Shared
0.00
None
20.91K

MERCADOLIBRE INC

SOLE
COM
Shares24.09K
TypeSH
Market value$40.96M
4.82%
Sole
18.23K
Shared
0.00
None
5.85K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares68.06K
TypeSH
Market value$35.53M
4.19%
Sole
51.08K
Shared
0.00
None
16.98K

PALO ALTO NETWORKS INC

SOLE
COM
Shares187.20K
TypeSH
Market value$34.06M
4.01%
Sole
141.55K
Shared
0.00
None
45.65K

NOVO-NORDISK A S

SOLE
ADR
Shares377.75K
TypeSH
Market value$32.49M
3.83%
Sole
282.26K
Shared
0.00
None
95.49K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares288.10K
TypeSH
Market value$32.35M
3.81%
Sole
217.10K
Shared
0.00
None
71K

BOOKING HOLDINGS INC

SOLE
COM
Shares6.10K
TypeSH
Market value$30.31M
3.57%
Sole
4.51K
Shared
0.00
None
1.59K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares35.15K
TypeSH
Market value$24.36M
2.87%
Sole
26.19K
Shared
0.00
None
8.96K

DESPEGAR COM CORP

SOLE
ORD SHS
Shares1.15M
TypeSH
Market value$22.18M
2.61%
Sole
858.16K
Shared
0.00
None
294.17K

DEXCOM INC

SOLE
COM
Shares280.77K
TypeSH
Market value$21.84M
2.57%
Sole
209.78K
Shared
0.00
None
70.98K

ALPHABET INC

SOLE
CAP STK CL A
Shares91.62K
TypeSH
Market value$17.34M
2.04%
Sole
64.19K
Shared
0.00
None
27.42K

STRYKER CORPORATION

SOLE
COM
Shares41.12K
TypeSH
Market value$14.80M
1.74%
Sole
30.75K
Shared
0.00
None
10.36K

UBER TECHNOLOGIES INC

SOLE
COM
Shares195.93K
TypeSH
Market value$11.82M
1.39%
Sole
144.59K
Shared
0.00
None
51.34K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares177.05K
TypeSH
Market value$11.31M
1.33%
Sole
128.57K
Shared
0.00
None
48.48K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares16.17K
TypeSH
Market value$1.90M
0.22%
Sole
16.17K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares743.00
TypeSH
Market value$336.8K
0.04%
Sole
738.00
Shared
0.00
None
5.00

TEMPEST THERAPEUTICS INC

SOLE
COM
Shares10K
TypeSH
Market value$8.3K
<0.01%
Sole
10K
Shared
0.00
None
0.00
MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 24 Positions | Finecho