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 $958.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

24
Positions
$958.27M
Total AUM (reported)
5.97M
Total Shares

Allocation by class

TOTAL AUM$958.27M24 positions
COM$571.20M59.6%
CL A$134.34M14.0%
CAP STK CL C$73.93M7.7%
N Y REGISTRY SHS$36.27M3.8%
COM NEW$31.04M3.2%
SHS$28.27M3.0%
ORD SHS CL A$26.78M2.8%

Portfolio Concentration

Top 336.7%4โ€“1034.4%11โ€“2528.9%TOP 1071.1%0%100%
Top 3$351.33M36.7%
4โ€“10$329.72M34.4%
11โ€“25$277.21M28.9%

Top 3 weight

36.7%

Top 10 weight

71.1%

Voting Authority Distribution

Total shares with voting rights: 5.97M

Sole

Full voting authority

4.37M

shares

% of voting shares73.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.60M

shares

% of voting shares26.8%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole ยท 73.2% of voting shares
Institutional Holdings24
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.01M
TypeSH
Market value$188.90M
19.71%
Sole
778.04K
Shared
0.00
None
234.52K

META PLATFORMS INC

SOLE
CL A
Shares120.52K
TypeSH
Market value$88.50M
9.24%
Sole
93.36K
Shared
0.00
None
27.15K

ALPHABET INC

SOLE
CAP STK CL C
Shares303.62K
TypeSH
Market value$73.93M
7.72%
Sole
227.52K
Shared
0.00
None
76.10K

AMAZON COM INC

SOLE
COM
Shares294.09K
TypeSH
Market value$64.57M
6.74%
Sole
216.69K
Shared
0.00
None
77.40K

MERCADOLIBRE INC

SOLE
COM
Shares25.08K
TypeSH
Market value$58.62M
6.12%
Sole
18.30K
Shared
0.00
None
6.78K

MASTERCARD INCORPORATED

SOLE
CL A
Shares80.61K
TypeSH
Market value$45.85M
4.78%
Sole
58.43K
Shared
0.00
None
22.18K

SERVICENOW INC

SOLE
COM
Shares49.28K
TypeSH
Market value$45.35M
4.73%
Sole
34.88K
Shared
0.00
None
14.40K

APPLE INC

SOLE
COM
Shares156.39K
TypeSH
Market value$39.82M
4.16%
Sole
119.52K
Shared
0.00
None
36.87K

PALO ALTO NETWORKS INC

SOLE
COM
Shares192.84K
TypeSH
Market value$39.26M
4.10%
Sole
140.78K
Shared
0.00
None
52.07K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares37.46K
TypeSH
Market value$36.27M
3.78%
Sole
26.45K
Shared
0.00
None
11.01K

BOOKING HOLDINGS INC

SOLE
COM
Shares6.11K
TypeSH
Market value$33.03M
3.45%
Sole
4.38K
Shared
0.00
None
1.74K

UBER TECHNOLOGIES INC

SOLE
COM
Shares328.88K
TypeSH
Market value$32.22M
3.36%
Sole
239.02K
Shared
0.00
None
89.86K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares69.41K
TypeSH
Market value$31.04M
3.24%
Sole
49.65K
Shared
0.00
None
19.76K

SALESFORCE INC

SOLE
COM
Shares130.29K
TypeSH
Market value$30.88M
3.22%
Sole
91.83K
Shared
0.00
None
38.46K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares302.08K
TypeSH
Market value$28.27M
2.95%
Sole
216.11K
Shared
0.00
None
85.97K

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.67M
TypeSH
Market value$26.78M
2.79%
Sole
1.21M
Shared
0.00
None
457.74K

ALPHABET INC

SOLE
CAP STK CL A
Shares91.43K
TypeSH
Market value$22.23M
2.32%
Sole
65.78K
Shared
0.00
None
25.65K

NOVO-NORDISK A S

SOLE
ADR
Shares387.08K
TypeSH
Market value$21.48M
2.24%
Sole
279.32K
Shared
0.00
None
107.76K

DEXCOM INC

SOLE
COM
Shares307.75K
TypeSH
Market value$20.70M
2.16%
Sole
219.29K
Shared
0.00
None
88.46K

STRYKER CORPORATION

SOLE
COM
Shares47.70K
TypeSH
Market value$17.63M
1.84%
Sole
35.65K
Shared
0.00
None
12.05K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares356.52K
TypeSH
Market value$12.18M
1.27%
Sole
242.50K
Shared
0.00
None
114.02K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares692.00
TypeSH
Market value$347.9K
0.04%
Sole
687.00
Shared
0.00
None
5.00

MICROSOFT CORP

SOLE
COM
Shares448.00
TypeSH
Market value$232.1K
0.02%
Sole
448.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares319.00
TypeSH
Market value$213.5K
0.02%
Sole
319.00
Shared
0.00
None
0.00
MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 24 Positions | Finecho