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 27 equity positions with a total reported market value of $987.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

27
Positions
$987.72M
Total AUM (reported)
5.93M
Total Shares

Allocation by class

TOTAL AUM$987.72M27 positions
COM$570.42M57.8%
CL A$126.90M12.8%
CAP STK CL C$93.61M9.5%
N Y REGISTRY SHS$40.41M4.1%
COM NEW$40.19M4.1%
CAP STK CL A$28.30M2.9%
ORD SHS CL A$28.27M2.9%

Portfolio Concentration

Top 335.6%4โ€“1033.2%11โ€“2531.2%Rest0.0%TOP 1068.7%0%100%
Top 3$351.34M35.6%
4โ€“10$327.54M33.2%
11โ€“25$308.40M31.2%
Rest$436.1K0.0%

Top 3 weight

35.6%

Top 10 weight

68.7%

Voting Authority Distribution

Total shares with voting rights: 5.93M

Sole

Full voting authority

4.37M

shares

% of voting shares73.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.56M

shares

% of voting shares26.4%

Investment Discretion (by position count)

Sole27
Shared0
Other0
Dominant voting typeSole ยท 73.6% of voting shares
Institutional Holdings27
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares951.76K
TypeSH
Market value$177.50M
17.97%
Sole
732.77K
Shared
0.00
None
218.99K

ALPHABET INC

SOLE
CAP STK CL C
Shares298.31K
TypeSH
Market value$93.61M
9.48%
Sole
233.06K
Shared
0.00
None
65.26K

META PLATFORMS INC

SOLE
CL A
Shares121.53K
TypeSH
Market value$80.23M
8.12%
Sole
93.95K
Shared
0.00
None
27.59K

AMAZON COM INC

SOLE
COM
Shares299.22K
TypeSH
Market value$69.07M
6.99%
Sole
222.77K
Shared
0.00
None
76.45K

MERCADOLIBRE INC

SOLE
COM
Shares25.22K
TypeSH
Market value$50.80M
5.14%
Sole
18.45K
Shared
0.00
None
6.77K

MASTERCARD INCORPORATED

SOLE
CL A
Shares81.75K
TypeSH
Market value$46.67M
4.73%
Sole
59.78K
Shared
0.00
None
21.97K

APPLE INC

SOLE
COM
Shares157.47K
TypeSH
Market value$42.81M
4.33%
Sole
120.97K
Shared
0.00
None
36.50K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares37.76K
TypeSH
Market value$40.41M
4.09%
Sole
26.85K
Shared
0.00
None
10.91K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares70.95K
TypeSH
Market value$40.19M
4.07%
Sole
51.36K
Shared
0.00
None
19.59K

SERVICENOW INC

SOLE
COM
Shares245.37K
TypeSH
Market value$37.59M
3.81%
Sole
173.78K
Shared
0.00
None
71.59K

PALO ALTO NETWORKS INC

SOLE
COM
Shares193.23K
TypeSH
Market value$35.59M
3.60%
Sole
141.67K
Shared
0.00
None
51.56K

SALESFORCE INC

SOLE
COM
Shares133.04K
TypeSH
Market value$35.24M
3.57%
Sole
94.90K
Shared
0.00
None
38.14K

BOOKING HOLDINGS INC

SOLE
COM
Shares6.17K
TypeSH
Market value$33.07M
3.35%
Sole
4.45K
Shared
0.00
None
1.72K

ALPHABET INC

SOLE
CAP STK CL A
Shares90.43K
TypeSH
Market value$28.30M
2.87%
Sole
65.45K
Shared
0.00
None
24.98K

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.69M
TypeSH
Market value$28.27M
2.86%
Sole
1.24M
Shared
0.00
None
452.99K

UBER TECHNOLOGIES INC

SOLE
COM
Shares329.56K
TypeSH
Market value$26.93M
2.73%
Sole
240.62K
Shared
0.00
None
88.94K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares306.11K
TypeSH
Market value$25.14M
2.55%
Sole
210.18K
Shared
0.00
None
95.93K

ELI LILLY & CO

SOLE
COM
Shares22.71K
TypeSH
Market value$24.42M
2.47%
Sole
16.70K
Shared
0.00
None
6.01K

DEXCOM INC

SOLE
COM
Shares305.15K
TypeSH
Market value$20.25M
2.05%
Sole
217.81K
Shared
0.00
None
87.34K

STRYKER CORPORATION

SOLE
COM
Shares48.13K
TypeSH
Market value$16.92M
1.71%
Sole
35.63K
Shared
0.00
None
12.50K

SEA LTD

SOLE
SPONSORD ADS
Shares123.42K
TypeSH
Market value$15.75M
1.59%
Sole
88.64K
Shared
0.00
None
34.78K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares356.32K
TypeSH
Market value$13.02M
1.32%
Sole
243.28K
Shared
0.00
None
113.04K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares34.09K
TypeSH
Market value$4.82M
0.49%
Sole
34.09K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares2.51K
TypeSH
Market value$354.6K
0.04%
Sole
2.51K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares622.00
TypeSH
Market value$312.6K
0.03%
Sole
617.00
Shared
0.00
None
5.00
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 27 Positions | Finecho