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 63 equity positions with a total reported market value of $301.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

63
Positions
$301.58M
Total AUM (reported)
2.37M
Total Shares

Allocation by class

TOTAL AUM$301.58M63 positions
COM$176.93M58.7%
CL A$44.54M14.8%
CAP STK CL C$19.52M6.5%
ADR$19.37M6.4%
COM NEW$13.49M4.5%
CAP STK CL A$9.16M3.0%
SPONSORD ADS$7.18M2.4%

Portfolio Concentration

Top 322.4%4โ€“1040.7%11โ€“2534.7%Rest2.1%TOP 1063.2%0%100%
Top 3$67.63M22.4%
4โ€“10$122.86M40.7%
11โ€“25$104.75M34.7%
Rest$6.33M2.1%

Top 3 weight

22.4%

Top 10 weight

63.2%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole60
Shared0
Other3
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings63
Rows:

MASTERCARD INCORPORATED

SOLE
CL A
Shares68.31K
TypeSH
Market value$23.75M
7.88%
Sole
0.00
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares178.30K
TypeSH
Market value$23.17M
7.68%
Sole
0.00
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares172.14K
TypeSH
Market value$20.71M
6.87%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares140K
TypeSH
Market value$20.46M
6.78%
Sole
0.00
Shared
0.00
None
0.00

PIONEER NAT RES CO

SOLE
COM
Shares86.74K
TypeSH
Market value$19.81M
6.57%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares220.05K
TypeSH
Market value$19.52M
6.47%
Sole
0.00
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares225.70K
TypeSH
Market value$18.96M
6.29%
Sole
0.00
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares18.69K
TypeSH
Market value$15.82M
5.25%
Sole
0.00
Shared
0.00
None
0.00

NOVO-NORDISK A S

SOLE
ADR
Shares108.22K
TypeSH
Market value$14.65M
4.86%
Sole
0.00
Shared
0.00
None
0.00

DEXCOM INC

SOLE
COM
Shares120.45K
TypeSH
Market value$13.64M
4.52%
Sole
0.00
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares101.83K
TypeSH
Market value$13.50M
4.48%
Sole
0.00
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares50.80K
TypeSH
Market value$13.48M
4.47%
Sole
0.00
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares30.44K
TypeSH
Market value$11.82M
3.92%
Sole
0.00
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
COM
Shares153.98K
TypeSH
Market value$10.97M
3.64%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares103.87K
TypeSH
Market value$9.16M
3.04%
Sole
0.00
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares4.25K
TypeSH
Market value$8.56M
2.84%
Sole
0.00
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares59.54K
TypeSH
Market value$8.31M
2.75%
Sole
0.00
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares137.99K
TypeSH
Market value$7.18M
2.38%
Sole
0.00
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares28.86K
TypeSH
Market value$7.05M
2.34%
Sole
0.00
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

OTR
SBI INT-UTILS
Shares50K
TypeSH
Market value$3.52M
1.17%
Sole
0.00
Shared
0.00
None
0.00

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares121.35K
TypeSH
Market value$3.35M
1.11%
Sole
0.00
Shared
0.00
None
0.00

DR REDDYS LABS LTD

SOLE
ADR
Shares63.47K
TypeSH
Market value$3.28M
1.09%
Sole
0.00
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

OTR
COM
Shares17.43K
TypeSH
Market value$1.63M
0.54%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FDS

OTR
UTILITIES ETF
Shares9.72K
TypeSH
Market value$1.49M
0.49%
Sole
0.00
Shared
0.00
None
0.00

WAL-MART DE MEXICO SA SPON ADR

SOLE
ADR
Shares37.95K
TypeSH
Market value$1.44M
0.48%
Sole
0.00
Shared
0.00
None
0.00
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 63 Positions | Finecho