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 31 equity positions with a total reported market value of $494.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

31
Positions
$494.37M
Total AUM (reported)
2.31M
Total Shares

Allocation by class

TOTAL AUM$494.37M31 positions
COM$296.89M60.1%
CL A$74.19M15.0%
CAP STK CL C$29.70M6.0%
ADR$22.41M4.5%
N Y REGISTRY SHS$20.29M4.1%
COM NEW$17.06M3.5%
CAP STK CL A$12.68M2.6%

Portfolio Concentration

Top 329.2%4โ€“1038.1%11โ€“2532.5%Rest0.1%TOP 1067.3%0%100%
Top 3$144.31M29.2%
4โ€“10$188.52M38.1%
11โ€“25$160.81M32.5%
Rest$733.4K0.1%

Top 3 weight

29.2%

Top 10 weight

67.3%

Voting Authority Distribution

Total shares with voting rights: 2.14M

Sole

Full voting authority

1.67M

shares

% of voting shares78.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

467.37K

shares

% of voting shares21.9%

Investment Discretion (by position count)

Sole31
Shared0
Other0
Dominant voting typeSole ยท 78.1% of voting shares
Institutional Holdings31
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares129.75K
TypeSH
Market value$64.25M
13.00%
Sole
94.17K
Shared
0.00
None
26.74K

META PLATFORMS INC

SOLE
CL A
Shares132.74K
TypeSH
Market value$46.98M
9.50%
Sole
110.64K
Shared
0.00
None
16.36K

AMAZON COM INC

SOLE
COM
Shares217.65K
TypeSH
Market value$33.07M
6.69%
Sole
154.41K
Shared
0.00
None
47.28K

APPLE INC

SOLE
COM
Shares166.26K
TypeSH
Market value$32.01M
6.47%
Sole
118.21K
Shared
0.00
None
36.41K

ALPHABET INC

SOLE
CAP STK CL C
Shares210.72K
TypeSH
Market value$29.70M
6.01%
Sole
157.06K
Shared
0.00
None
32.23K

MERCADOLIBRE INC

SOLE
COM
Shares18.59K
TypeSH
Market value$29.21M
5.91%
Sole
13.94K
Shared
0.00
None
3.40K

MASTERCARD INCORPORATED

SOLE
CL A
Shares63.80K
TypeSH
Market value$27.21M
5.50%
Sole
46.78K
Shared
0.00
None
12.18K

SALESFORCE INC

SOLE
COM
Shares99.75K
TypeSH
Market value$26.25M
5.31%
Sole
71.40K
Shared
0.00
None
20.20K

NOVO-NORDISK A S

SOLE
ADR
Shares216.66K
TypeSH
Market value$22.41M
4.53%
Sole
155.96K
Shared
0.00
None
43.77K

SERVICENOW INC

SOLE
COM
Shares30.75K
TypeSH
Market value$21.72M
4.39%
Sole
22.38K
Shared
0.00
None
6.10K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares26.81K
TypeSH
Market value$20.29M
4.10%
Sole
19.85K
Shared
0.00
None
4.96K

DEXCOM INC

SOLE
COM
Shares162.85K
TypeSH
Market value$20.21M
4.09%
Sole
117.22K
Shared
0.00
None
32.58K

PALO ALTO NETWORKS INC

SOLE
COM
Shares66.04K
TypeSH
Market value$19.47M
3.94%
Sole
46.88K
Shared
0.00
None
12.90K

PIONEER NAT RES CO

SOLE
COM
Shares77.60K
TypeSH
Market value$17.45M
3.53%
Sole
58.78K
Shared
0.00
None
13.31K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares50.58K
TypeSH
Market value$17.06M
3.45%
Sole
36.78K
Shared
0.00
None
10.01K

BOOKING HOLDINGS INC

SOLE
COM
Shares4.52K
TypeSH
Market value$16.03M
3.24%
Sole
3.32K
Shared
0.00
None
882.00

ALPHABET INC

SOLE
CAP STK CL A
Shares90.76K
TypeSH
Market value$12.68M
2.56%
Sole
63.01K
Shared
0.00
None
27.75K

MAKEMYTRIP LIMITED MAURITIUS

SOLE
SHS
Shares234.79K
TypeSH
Market value$11.03M
2.23%
Sole
168.07K
Shared
0.00
None
48.52K

STRYKER CORPORATION

SOLE
COM
Shares29.62K
TypeSH
Market value$8.87M
1.79%
Sole
21.47K
Shared
0.00
None
6.23K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares130.81K
TypeSH
Market value$8.78M
1.78%
Sole
94.36K
Shared
0.00
None
25.93K

PAYPAL HLDGS INC

SOLE
COM
Shares115.54K
TypeSH
Market value$7.10M
1.44%
Sole
79.70K
Shared
0.00
None
21K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.18K
TypeSH
Market value$564.0K
0.11%
Sole
575.00
Shared
0.00
None
606.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares3.58K
TypeSH
Market value$481.6K
0.10%
Sole
1.63K
Shared
0.00
None
1.95K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.20K
TypeSH
Market value$429.4K
0.09%
Sole
1.20K
Shared
0.00
None
5.00

KROGER CO

SOLE
COM
Shares8K
TypeSH
Market value$365.7K
0.07%
Sole
4.49K
Shared
0.00
None
3.51K
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 31 Positions | Finecho