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 $965.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

24
Positions
$965.44M
Total AUM (reported)
5.78M
Total Shares

Allocation by class

TOTAL AUM$965.44M24 positions
COM$588.65M61.0%
CL A$141.00M14.6%
CAP STK CL C$57.72M6.0%
COM NEW$39.03M4.0%
N Y REGISTRY SHS$30.36M3.1%
SHS$30.29M3.1%
ADR$26.66M2.8%

Portfolio Concentration

Top 335.0%4โ€“1035.3%11โ€“2529.7%TOP 1070.3%0%100%
Top 3$337.67M35.0%
4โ€“10$340.73M35.3%
11โ€“25$287.04M29.7%

Top 3 weight

35.0%

Top 10 weight

70.3%

Voting Authority Distribution

Total shares with voting rights: 5.78M

Sole

Full voting authority

4.43M

shares

% of voting shares76.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.35M

shares

% of voting shares23.4%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole ยท 76.6% of voting shares
Institutional Holdings24
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.09M
TypeSH
Market value$176.07M
18.24%
Sole
840.94K
Shared
0.00
None
251.65K

META PLATFORMS INC

SOLE
CL A
Shares125.90K
TypeSH
Market value$93.73M
9.71%
Sole
100.89K
Shared
0.00
None
25.01K

AMAZON COM INC

SOLE
COM
Shares304.79K
TypeSH
Market value$67.86M
7.03%
Sole
233.06K
Shared
0.00
None
71.72K

MERCADOLIBRE INC

SOLE
COM
Shares26.23K
TypeSH
Market value$67.37M
6.98%
Sole
20.18K
Shared
0.00
None
6.04K

ALPHABET INC

SOLE
CAP STK CL C
Shares318.68K
TypeSH
Market value$57.72M
5.98%
Sole
251.69K
Shared
0.00
None
66.99K

SERVICENOW INC

SOLE
COM
Shares51.40K
TypeSH
Market value$52.03M
5.39%
Sole
38.56K
Shared
0.00
None
12.84K

MASTERCARD INCORPORATED

SOLE
CL A
Shares83.99K
TypeSH
Market value$47.27M
4.90%
Sole
64.17K
Shared
0.00
None
19.82K

PALO ALTO NETWORKS INC

SOLE
COM
Shares201.38K
TypeSH
Market value$40.01M
4.14%
Sole
154.25K
Shared
0.00
None
47.13K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares73.62K
TypeSH
Market value$39.03M
4.04%
Sole
56.05K
Shared
0.00
None
17.57K

SALESFORCE INC

SOLE
COM
Shares138.14K
TypeSH
Market value$37.31M
3.86%
Sole
102.97K
Shared
0.00
None
35.17K

BOOKING HOLDINGS INC

SOLE
COM
Shares6.40K
TypeSH
Market value$36.65M
3.80%
Sole
4.85K
Shared
0.00
None
1.55K

APPLE INC

SOLE
COM
Shares162K
TypeSH
Market value$33.35M
3.45%
Sole
128.31K
Shared
0.00
None
33.69K

UBER TECHNOLOGIES INC

SOLE
COM
Shares342.28K
TypeSH
Market value$31.58M
3.27%
Sole
260.26K
Shared
0.00
None
82.02K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares38.82K
TypeSH
Market value$30.36M
3.14%
Sole
29.52K
Shared
0.00
None
9.30K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares311.74K
TypeSH
Market value$30.29M
3.14%
Sole
236.01K
Shared
0.00
None
75.73K

DEXCOM INC

SOLE
COM
Shares310.63K
TypeSH
Market value$26.68M
2.76%
Sole
237.31K
Shared
0.00
None
73.32K

NOVO-NORDISK A S

SOLE
ADR
Shares410.24K
TypeSH
Market value$26.66M
2.76%
Sole
311.59K
Shared
0.00
None
98.65K

STRYKER CORPORATION

SOLE
COM
Shares49.41K
TypeSH
Market value$19.51M
2.02%
Sole
38.73K
Shared
0.00
None
10.68K

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.43M
TypeSH
Market value$19.20M
1.99%
Sole
1.10M
Shared
0.00
None
333.11K

ALPHABET INC

SOLE
CAP STK CL A
Shares91.36K
TypeSH
Market value$16.10M
1.67%
Sole
63.98K
Shared
0.00
None
27.38K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares188.95K
TypeSH
Market value$14.49M
1.50%
Sole
139.26K
Shared
0.00
None
49.69K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares12.32K
TypeSH
Market value$1.60M
0.17%
Sole
12.32K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares692.00
TypeSH
Market value$336.2K
0.03%
Sole
687.00
Shared
0.00
None
5.00

MICROSOFT CORP

SOLE
COM
Shares448.00
TypeSH
Market value$222.9K
0.02%
Sole
448.00
Shared
0.00
None
0.00
MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 24 Positions | Finecho