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 23 equity positions with a total reported market value of $770.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

23
Positions
$770.43M
Total AUM (reported)
4.32M
Total Shares

Allocation by class

TOTAL AUM$770.43M23 positions
COM$472.74M61.4%
CL A$104.23M13.5%
CAP STK CL C$46.40M6.0%
COM NEW$34.55M4.5%
SHS$29.39M3.8%
ADR$26.91M3.5%
N Y REGISTRY SHS$24.25M3.1%

Portfolio Concentration

Top 331.1%4โ€“1038.5%11โ€“2530.4%TOP 1069.6%0%100%
Top 3$239.45M31.1%
4โ€“10$296.87M38.5%
11โ€“25$234.11M30.4%

Top 3 weight

31.1%

Top 10 weight

69.6%

Voting Authority Distribution

Total shares with voting rights: 4.32M

Sole

Full voting authority

3.31M

shares

% of voting shares76.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1M

shares

% of voting shares23.3%

Investment Discretion (by position count)

Sole23
Shared0
Other0
Dominant voting typeSole ยท 76.7% of voting shares
Institutional Holdings23
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.14M
TypeSH
Market value$124.03M
16.10%
Sole
891.17K
Shared
0.00
None
253.21K

META PLATFORMS INC

SOLE
CL A
Shares103.79K
TypeSH
Market value$59.82M
7.76%
Sole
79.46K
Shared
0.00
None
24.33K

AMAZON COM INC

SOLE
COM
Shares292.26K
TypeSH
Market value$55.61M
7.22%
Sole
222.68K
Shared
0.00
None
69.58K

MERCADOLIBRE INC

SOLE
COM
Shares25.12K
TypeSH
Market value$49.01M
6.36%
Sole
19.27K
Shared
0.00
None
5.86K

APPLE INC

SOLE
COM
Shares217.91K
TypeSH
Market value$48.40M
6.28%
Sole
173.12K
Shared
0.00
None
44.79K

ALPHABET INC

SOLE
CAP STK CL C
Shares297.03K
TypeSH
Market value$46.40M
6.02%
Sole
233.12K
Shared
0.00
None
63.91K

MASTERCARD INCORPORATED

SOLE
CL A
Shares81.02K
TypeSH
Market value$44.41M
5.76%
Sole
61.84K
Shared
0.00
None
19.18K

SERVICENOW INC

SOLE
COM
Shares48.95K
TypeSH
Market value$38.97M
5.06%
Sole
36.49K
Shared
0.00
None
12.46K

SALESFORCE INC

SOLE
COM
Shares130.87K
TypeSH
Market value$35.12M
4.56%
Sole
96.80K
Shared
0.00
None
34.07K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares69.77K
TypeSH
Market value$34.55M
4.48%
Sole
52.78K
Shared
0.00
None
16.99K

PALO ALTO NETWORKS INC

SOLE
COM
Shares194.10K
TypeSH
Market value$33.12M
4.30%
Sole
148.43K
Shared
0.00
None
45.67K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares299.96K
TypeSH
Market value$29.39M
3.82%
Sole
226.62K
Shared
0.00
None
73.34K

BOOKING HOLDINGS INC

SOLE
COM
Shares6.13K
TypeSH
Market value$28.24M
3.67%
Sole
4.63K
Shared
0.00
None
1.50K

NOVO-NORDISK A S

SOLE
ADR
Shares387.53K
TypeSH
Market value$26.91M
3.49%
Sole
292.01K
Shared
0.00
None
95.52K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares36.59K
TypeSH
Market value$24.25M
3.15%
Sole
27.63K
Shared
0.00
None
8.96K

UBER TECHNOLOGIES INC

SOLE
COM
Shares317.92K
TypeSH
Market value$23.16M
3.01%
Sole
239.92K
Shared
0.00
None
78K

DEXCOM INC

SOLE
COM
Shares289.81K
TypeSH
Market value$19.79M
2.57%
Sole
218.79K
Shared
0.00
None
71.02K

STRYKER CORPORATION

SOLE
COM
Shares46.43K
TypeSH
Market value$17.29M
2.24%
Sole
36.06K
Shared
0.00
None
10.37K

ALPHABET INC

SOLE
CAP STK CL A
Shares91.60K
TypeSH
Market value$14.16M
1.84%
Sole
64.19K
Shared
0.00
None
27.41K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares181.74K
TypeSH
Market value$12.08M
1.57%
Sole
133.23K
Shared
0.00
None
48.51K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares45.87K
TypeSH
Market value$5.34M
0.69%
Sole
45.87K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares692.00
TypeSH
Market value$368.5K
0.05%
Sole
687.00
Shared
0.00
None
5.00

TEMPEST THERAPEUTICS INC

SOLE
COM
Shares10K
TypeSH
Market value$7.4K
<0.01%
Sole
10K
Shared
0.00
None
0.00
MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 23 Positions | Finecho