Filed: 11/13/2023ACC: 0001214659-23-014756
📋 What this filing means
MAYTECH GLOBAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $427.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$427.98M
Total AUM (reported)
4M
Total Shares
Allocation by class
COM$255.78M59.8%
CL A$65.00M15.2%
CAP STK CL C$27.69M6.5%
ADR$19.66M4.6%
N Y REGISTRY SHS$15.71M3.7%
COM NEW$13.66M3.2%
CAP STK CL A$11.99M2.8%
Portfolio Concentration
Top 3$124.57M29.1%
4–10$162.04M37.9%
11–25$140.71M32.9%
Rest$666.1K0.2%
Top 3 weight
29.1%
Top 10 weight
67.0%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
3.53M
shares
% of voting shares88.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
470.59K
shares
% of voting shares11.8%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 88.2% of voting shares
Institutional Holdings28
Rows:
NVIDIA CORPORATION
SOLEShares131.20K
TypeSH
Market value$57.07M
13.33%
Sole
104.36K
Shared
0.00
None
26.84K
META PLATFORMS INC
SOLEShares132.59K
TypeSH
Market value$39.81M
9.30%
Sole
116.46K
Shared
0.00
None
16.13K
ALPHABET INC
SOLEShares210.01K
TypeSH
Market value$27.69M
6.47%
Sole
177.88K
Shared
0.00
None
32.13K
AMAZON COM INC
SOLEShares216.33K
TypeSH
Market value$27.50M
6.43%
Sole
170.53K
Shared
0.00
None
45.79K
APPLE INC
SOLEShares160.28K
TypeSH
Market value$27.44M
6.41%
Sole
129.93K
Shared
0.00
None
30.35K
MASTERCARD INCORPORATED
SOLEShares63.65K
TypeSH
Market value$25.20M
5.89%
Sole
51.62K
Shared
0.00
None
12.03K
MERCADOLIBRE INC
SOLEShares18.57K
TypeSH
Market value$23.55M
5.50%
Sole
15.19K
Shared
0.00
None
3.39K
SALESFORCE INC
SOLEShares99.58K
TypeSH
Market value$20.19M
4.72%
Sole
79.38K
Shared
0.00
None
20.20K
NOVO-NORDISK A S
SOLEShares216.15K
TypeSH
Market value$19.66M
4.59%
Sole
172.53K
Shared
0.00
None
43.62K
PIONEER NAT RES CO
SOLEShares80.59K
TypeSH
Market value$18.50M
4.32%
Sole
64.39K
Shared
0.00
None
16.20K
SERVICENOW INC
SOLEShares30.65K
TypeSH
Market value$17.13M
4.00%
Sole
24.62K
Shared
0.00
None
6.04K
ASML HOLDING N V
SOLEShares26.68K
TypeSH
Market value$15.71M
3.67%
Sole
21.74K
Shared
0.00
None
4.94K
PALO ALTO NETWORKS INC
SOLEShares65.67K
TypeSH
Market value$15.40M
3.60%
Sole
52.91K
Shared
0.00
None
12.76K
DEXCOM INC
SOLEShares161.70K
TypeSH
Market value$15.09M
3.53%
Sole
129.70K
Shared
0.00
None
32.01K
BOOKING HOLDINGS INC
SOLEShares4.50K
TypeSH
Market value$13.87M
3.24%
Sole
3.62K
Shared
0.00
None
881.00
INTUITIVE SURGICAL INC
SOLEShares1.12M
TypeSH
Market value$13.66M
3.19%
Sole
1.11M
Shared
0.00
None
9.93K
ALPHABET INC
SOLEShares91.63K
TypeSH
Market value$11.99M
2.80%
Sole
63.98K
Shared
0.00
None
27.65K
PAYPAL HLDGS INC
SOLEShares183.17K
TypeSH
Market value$10.71M
2.50%
Sole
141.44K
Shared
0.00
None
41.73K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares233.40K
TypeSH
Market value$9.46M
2.21%
Sole
185.44K
Shared
0.00
None
47.96K
STRYKER CORPORATION
SOLEShares29.57K
TypeSH
Market value$8.08M
1.89%
Sole
23.35K
Shared
0.00
None
6.22K
HDFC BANK LTD
SOLEShares697.75K
TypeSH
Market value$7.08M
1.65%
Sole
672.59K
Shared
0.00
None
25.16K
ISHARES TR
SOLEShares2.50K
TypeSH
Market value$1.08M
0.25%
Sole
1.90K
Shared
0.00
None
606.00
MID-AMER APT CMNTYS INC
SOLEShares4.45K
TypeSH
Market value$571.8K
0.13%
Sole
2.49K
Shared
0.00
None
1.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.50K
TypeSH
Market value$526.9K
0.12%
Sole
1.50K
Shared
0.00
None
5.00
KROGER CO
SOLEShares8K
TypeSH
Market value$358.0K
0.08%
Sole
4.49K
Shared
0.00
None
3.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 131.20K | SH | $57.07M 13.33% | 104.36K | 0.00 | 26.84K |
META PLATFORMS INCSOLE | CL A | 132.59K | SH | $39.81M 9.30% | 116.46K | 0.00 | 16.13K |
ALPHABET INCSOLE | CAP STK CL C | 210.01K | SH | $27.69M 6.47% | 177.88K | 0.00 | 32.13K |
AMAZON COM INCSOLE | COM | 216.33K | SH | $27.50M 6.43% | 170.53K | 0.00 | 45.79K |
APPLE INCSOLE | COM | 160.28K | SH | $27.44M 6.41% | 129.93K | 0.00 | 30.35K |
MASTERCARD INCORPORATEDSOLE | CL A | 63.65K | SH | $25.20M 5.89% | 51.62K | 0.00 | 12.03K |
MERCADOLIBRE INCSOLE | COM | 18.57K | SH | $23.55M 5.50% | 15.19K | 0.00 | 3.39K |
SALESFORCE INCSOLE | COM | 99.58K | SH | $20.19M 4.72% | 79.38K | 0.00 | 20.20K |
NOVO-NORDISK A SSOLE | ADR | 216.15K | SH | $19.66M 4.59% | 172.53K | 0.00 | 43.62K |
PIONEER NAT RES COSOLE | COM | 80.59K | SH | $18.50M 4.32% | 64.39K | 0.00 | 16.20K |
SERVICENOW INCSOLE | COM | 30.65K | SH | $17.13M 4.00% | 24.62K | 0.00 | 6.04K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 26.68K | SH | $15.71M 3.67% | 21.74K | 0.00 | 4.94K |
PALO ALTO NETWORKS INCSOLE | COM | 65.67K | SH | $15.40M 3.60% | 52.91K | 0.00 | 12.76K |
DEXCOM INCSOLE | COM | 161.70K | SH | $15.09M 3.53% | 129.70K | 0.00 | 32.01K |
BOOKING HOLDINGS INCSOLE | COM | 4.50K | SH | $13.87M 3.24% | 3.62K | 0.00 | 881.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.12M | SH | $13.66M 3.19% | 1.11M | 0.00 | 9.93K |
ALPHABET INCSOLE | CAP STK CL A | 91.63K | SH | $11.99M 2.80% | 63.98K | 0.00 | 27.65K |
PAYPAL HLDGS INCSOLE | COM | 183.17K | SH | $10.71M 2.50% | 141.44K | 0.00 | 41.73K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 233.40K | SH | $9.46M 2.21% | 185.44K | 0.00 | 47.96K |
STRYKER CORPORATIONSOLE | COM | 29.57K | SH | $8.08M 1.89% | 23.35K | 0.00 | 6.22K |
HDFC BANK LTDSOLE | SPONSORED ADS | 697.75K | SH | $7.08M 1.65% | 672.59K | 0.00 | 25.16K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.50K | SH | $1.08M 0.25% | 1.90K | 0.00 | 606.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 4.45K | SH | $571.8K 0.13% | 2.49K | 0.00 | 1.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.50K | SH | $526.9K 0.12% | 1.50K | 0.00 | 5.00 |
KROGER COSOLE | COM | 8K | SH | $358.0K 0.08% | 4.49K | 0.00 | 3.51K |
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