Filed: 5/11/2023ACC: 0001214659-23-006746
📋 What this filing means
MAYTECH GLOBAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $363.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$363.81M
Total AUM (reported)
2.28M
Total Shares
Allocation by class
COM$224.77M61.8%
CL A$52.25M14.4%
ADR$23.69M6.5%
CAP STK CL C$22.37M6.1%
COM NEW$12.50M3.4%
SPONSORD ADS$11.95M3.3%
CAP STK CL A$10.01M2.8%
Portfolio Concentration
Top 3$94.40M25.9%
4–10$146.71M40.3%
11–25$121.09M33.3%
Rest$1.60M0.4%
Top 3 weight
25.9%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Sole
Full voting authority
1.83M
shares
% of voting shares80.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
447.63K
shares
% of voting shares19.6%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 80.4% of voting shares
Institutional Holdings30
Rows:
NVIDIA CORPORATION
SOLEShares135.54K
TypeSH
Market value$37.65M
10.35%
Sole
106.92K
Shared
0.00
None
28.63K
APPLE INC
SOLEShares172.71K
TypeSH
Market value$28.48M
7.83%
Sole
139.04K
Shared
0.00
None
33.67K
META PLATFORMS INC
SOLEShares133.41K
TypeSH
Market value$28.27M
7.77%
Sole
117.11K
Shared
0.00
None
16.30K
MERCADOLIBRE INC
SOLEShares18.30K
TypeSH
Market value$24.11M
6.63%
Sole
14.92K
Shared
0.00
None
3.38K
MASTERCARD INCORPORATED
SOLEShares65.98K
TypeSH
Market value$23.98M
6.59%
Sole
53.45K
Shared
0.00
None
12.53K
AMAZON COM INC
SOLEShares219.07K
TypeSH
Market value$22.63M
6.22%
Sole
172.04K
Shared
0.00
None
47.03K
ALPHABET INC
SOLEShares215.06K
TypeSH
Market value$22.37M
6.15%
Sole
181.94K
Shared
0.00
None
33.12K
SALESFORCE INC
SOLEShares98.78K
TypeSH
Market value$19.73M
5.42%
Sole
77.75K
Shared
0.00
None
21.03K
PIONEER NAT RES CO
SOLEShares83.62K
TypeSH
Market value$17.08M
4.69%
Sole
66.26K
Shared
0.00
None
17.36K
NOVO-NORDISK A S
SOLEShares105.66K
TypeSH
Market value$16.81M
4.62%
Sole
84.22K
Shared
0.00
None
21.43K
SERVICENOW INC
SOLEShares29.83K
TypeSH
Market value$13.86M
3.81%
Sole
23.92K
Shared
0.00
None
5.91K
DEXCOM INC
SOLEShares116.38K
TypeSH
Market value$13.52M
3.72%
Sole
92.41K
Shared
0.00
None
23.97K
PAYPAL HLDGS INC
SOLEShares173.94K
TypeSH
Market value$13.21M
3.63%
Sole
133.59K
Shared
0.00
None
40.35K
PALO ALTO NETWORKS INC
SOLEShares64.98K
TypeSH
Market value$12.98M
3.57%
Sole
52.46K
Shared
0.00
None
12.52K
INTUITIVE SURGICAL INC
SOLEShares48.92K
TypeSH
Market value$12.50M
3.44%
Sole
39.16K
Shared
0.00
None
9.76K
SEA LTD
SOLEShares138.03K
TypeSH
Market value$11.95M
3.28%
Sole
112.93K
Shared
0.00
None
25.10K
BOOKING HOLDINGS INC
SOLEShares4.32K
TypeSH
Market value$11.46M
3.15%
Sole
3.46K
Shared
0.00
None
858.00
ALPHABET INC
SOLEShares96.55K
TypeSH
Market value$10.01M
2.75%
Sole
68.08K
Shared
0.00
None
28.47K
STRYKER CORPORATION
SOLEShares28.62K
TypeSH
Market value$8.17M
2.25%
Sole
22.54K
Shared
0.00
None
6.08K
DR REDDYS LABS LTD
SOLEShares91.04K
TypeSH
Market value$5.18M
1.42%
Sole
72.60K
Shared
0.00
None
18.44K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares164.14K
TypeSH
Market value$4.02M
1.10%
Sole
131.06K
Shared
0.00
None
33.08K
WAL-MART DE MEXICO SA SPON ADR
SOLEShares42.58K
TypeSH
Market value$1.70M
0.47%
Sole
42.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.37K
TypeSH
Market value$1.38M
0.38%
Sole
2.76K
Shared
0.00
None
606.00
MID-AMER APT CMNTYS INC
SOLEShares4.45K
TypeSH
Market value$671.4K
0.18%
Sole
2.49K
Shared
0.00
None
1.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.58K
TypeSH
Market value$488.5K
0.13%
Sole
1.58K
Shared
0.00
None
5.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 135.54K | SH | $37.65M 10.35% | 106.92K | 0.00 | 28.63K |
APPLE INCSOLE | COM | 172.71K | SH | $28.48M 7.83% | 139.04K | 0.00 | 33.67K |
META PLATFORMS INCSOLE | CL A | 133.41K | SH | $28.27M 7.77% | 117.11K | 0.00 | 16.30K |
MERCADOLIBRE INCSOLE | COM | 18.30K | SH | $24.11M 6.63% | 14.92K | 0.00 | 3.38K |
MASTERCARD INCORPORATEDSOLE | CL A | 65.98K | SH | $23.98M 6.59% | 53.45K | 0.00 | 12.53K |
AMAZON COM INCSOLE | COM | 219.07K | SH | $22.63M 6.22% | 172.04K | 0.00 | 47.03K |
ALPHABET INCSOLE | CAP STK CL C | 215.06K | SH | $22.37M 6.15% | 181.94K | 0.00 | 33.12K |
SALESFORCE INCSOLE | COM | 98.78K | SH | $19.73M 5.42% | 77.75K | 0.00 | 21.03K |
PIONEER NAT RES COSOLE | COM | 83.62K | SH | $17.08M 4.69% | 66.26K | 0.00 | 17.36K |
NOVO-NORDISK A SSOLE | ADR | 105.66K | SH | $16.81M 4.62% | 84.22K | 0.00 | 21.43K |
SERVICENOW INCSOLE | COM | 29.83K | SH | $13.86M 3.81% | 23.92K | 0.00 | 5.91K |
DEXCOM INCSOLE | COM | 116.38K | SH | $13.52M 3.72% | 92.41K | 0.00 | 23.97K |
PAYPAL HLDGS INCSOLE | COM | 173.94K | SH | $13.21M 3.63% | 133.59K | 0.00 | 40.35K |
PALO ALTO NETWORKS INCSOLE | COM | 64.98K | SH | $12.98M 3.57% | 52.46K | 0.00 | 12.52K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 48.92K | SH | $12.50M 3.44% | 39.16K | 0.00 | 9.76K |
SEA LTDSOLE | SPONSORD ADS | 138.03K | SH | $11.95M 3.28% | 112.93K | 0.00 | 25.10K |
BOOKING HOLDINGS INCSOLE | COM | 4.32K | SH | $11.46M 3.15% | 3.46K | 0.00 | 858.00 |
ALPHABET INCSOLE | CAP STK CL A | 96.55K | SH | $10.01M 2.75% | 68.08K | 0.00 | 28.47K |
STRYKER CORPORATIONSOLE | COM | 28.62K | SH | $8.17M 2.25% | 22.54K | 0.00 | 6.08K |
DR REDDYS LABS LTDSOLE | ADR | 91.04K | SH | $5.18M 1.42% | 72.60K | 0.00 | 18.44K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 164.14K | SH | $4.02M 1.10% | 131.06K | 0.00 | 33.08K |
WAL-MART DE MEXICO SA SPON ADRSOLE | ADR | 42.58K | SH | $1.70M 0.47% | 42.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.37K | SH | $1.38M 0.38% | 2.76K | 0.00 | 606.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 4.45K | SH | $671.4K 0.18% | 2.49K | 0.00 | 1.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.58K | SH | $488.5K 0.13% | 1.58K | 0.00 | 5.00 |
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