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 28 equity positions with a total reported market value of $611.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

28
Positions
$611.03M
Total AUM (reported)
2.30M
Total Shares

Allocation by class

TOTAL AUM$611.03M28 positions
COM$366.65M60.0%
CL A$95.11M15.6%
CAP STK CL C$32.64M5.3%
ADR$28.15M4.6%
N Y REGISTRY SHS$26.49M4.3%
COM NEW$21.43M3.5%
SHS$17.05M2.8%

Portfolio Concentration

Top 335.2%4โ€“1034.6%11โ€“2530.0%Rest0.2%TOP 1069.8%0%100%
Top 3$214.79M35.2%
4โ€“10$211.69M34.6%
11โ€“25$183.49M30.0%
Rest$1.05M0.2%

Top 3 weight

35.2%

Top 10 weight

69.8%

Voting Authority Distribution

Total shares with voting rights: 2.30M

Sole

Full voting authority

1.85M

shares

% of voting shares80.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

446.80K

shares

% of voting shares19.5%

Investment Discretion (by position count)

Sole28
Shared0
Other0
Dominant voting typeSole ยท 80.5% of voting shares
Institutional Holdings28
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares123.12K
TypeSH
Market value$111.24M
18.21%
Sole
96.19K
Shared
0.00
None
26.93K

META PLATFORMS INC

SOLE
CL A
Shares131.91K
TypeSH
Market value$64.05M
10.48%
Sole
115.36K
Shared
0.00
None
16.54K

AMAZON COM INC

SOLE
COM
Shares218.97K
TypeSH
Market value$39.50M
6.46%
Sole
171.50K
Shared
0.00
None
47.47K

ALPHABET INC

SOLE
CAP STK CL C
Shares214.39K
TypeSH
Market value$32.64M
5.34%
Sole
181.37K
Shared
0.00
None
33.02K

APPLE INC

SOLE
COM
Shares182.12K
TypeSH
Market value$31.23M
5.11%
Sole
145.86K
Shared
0.00
None
36.25K

MASTERCARD INC CL A

SOLE
CL A
Shares64.49K
TypeSH
Market value$31.05M
5.08%
Sole
52.01K
Shared
0.00
None
12.48K

SALESFORCE INC

SOLE
COM
Shares101.10K
TypeSH
Market value$30.45M
4.98%
Sole
80.61K
Shared
0.00
None
20.49K

SERVICENOW INC

SOLE
COM
Shares38.24K
TypeSH
Market value$29.15M
4.77%
Sole
30.54K
Shared
0.00
None
7.70K

MERCADOLIBRE INC

SOLE
COM
Shares19.19K
TypeSH
Market value$29.01M
4.75%
Sole
15.71K
Shared
0.00
None
3.48K

NOVO NORDISK A/S ADR

SOLE
ADR
Shares219.24K
TypeSH
Market value$28.15M
4.61%
Sole
174.53K
Shared
0.00
None
44.71K

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares27.29K
TypeSH
Market value$26.49M
4.33%
Sole
22.20K
Shared
0.00
None
5.09K

DEXCOM INC

SOLE
COM
Shares165.25K
TypeSH
Market value$22.92M
3.75%
Sole
131.93K
Shared
0.00
None
33.32K

PALO ALTO NETWORKS INC

SOLE
COM
Shares77.57K
TypeSH
Market value$22.04M
3.61%
Sole
62.15K
Shared
0.00
None
15.42K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares53.71K
TypeSH
Market value$21.43M
3.51%
Sole
43.36K
Shared
0.00
None
10.35K

PIONEER NAT RES CO

SOLE
COM
Shares77.42K
TypeSH
Market value$20.32M
3.33%
Sole
64.03K
Shared
0.00
None
13.39K

BOOKING HOLDINGS INC

SOLE
COM
Shares5.20K
TypeSH
Market value$18.88M
3.09%
Sole
4.30K
Shared
0.00
None
900.00

MAKEMYTRIP LIMITED

SOLE
SHS
Shares240.03K
TypeSH
Market value$17.05M
2.79%
Sole
190.50K
Shared
0.00
None
49.53K

ALPHABET INC

SOLE
CAP STK CL A
Shares90.78K
TypeSH
Market value$13.70M
2.24%
Sole
62.48K
Shared
0.00
None
28.30K

STRYKER CORP

SOLE
COM
Shares29.61K
TypeSH
Market value$10.60M
1.73%
Sole
23.28K
Shared
0.00
None
6.33K

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares131.43K
TypeSH
Market value$7.36M
1.20%
Sole
104.94K
Shared
0.00
None
26.49K

WAL-MART DE MEXICO SA SPON ADR

SOLE
SPONSORED ADS
Shares15.60K
TypeSH
Market value$629.0K
0.10%
Sole
15.60K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.18K
TypeSH
Market value$621.3K
0.10%
Sole
576.00
Shared
0.00
None
606.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.20K
TypeSH
Market value$506.3K
0.08%
Sole
1.20K
Shared
0.00
None
5.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares3.58K
TypeSH
Market value$471.3K
0.08%
Sole
1.63K
Shared
0.00
None
1.95K

EISAI CO LTD ADR

SOLE
SPONSORED ADS
Shares45.49K
TypeSH
Market value$468.2K
0.08%
Sole
45.49K
Shared
0.00
None
0.00
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MAYTECH GLOBAL INVESTMENTS, LLC 13F Holdings โ€” 28 Positions | Finecho