Portfolio (Quarterly)
Guide ↗
MayTech Global Investments, LLC
· CIK 0001731134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 951,762.0 | $177.5M | 17.97% | NEW | — | $186.50 | +15.5% |
| 2 | GOOG | ALPHABET INC | Communication Services | 298,314.0 | $93.6M | 9.48% | NEW | — | $313.81 | +20.9% |
| 3 | META | META PLATFORMS INC | Communication Services | 121,534.0 | $80.2M | 8.12% | NEW | — | $660.12 | -7.6% |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 299,216.0 | $69.1M | 6.99% | NEW | — | $230.82 | +15.4% |
| 5 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 25,216.0 | $50.8M | 5.14% | NEW | — | $2014.77 | -17.4% |
| 6 | MA | MASTERCARD INCORPORATED | Financial Services | 81,750.0 | $46.7M | 4.72% | NEW | — | $570.92 | -12.7% |
| 7 | AAPL | APPLE INC | Technology | 157,467.0 | $42.8M | 4.33% | NEW | — | $271.87 | +13.6% |
| 8 | ASML | ASML HOLDING N V | Technology | 37,763.0 | $40.4M | 4.09% | NEW | — | $1070.03 | +52.6% |
| 9 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 70,955.0 | $40.2M | 4.07% | NEW | — | $566.41 | -22.7% |
| 10 | NOW | SERVICENOW INC | Technology | 245,366.0 | $37.6M | 3.81% | NEW | — | $153.19 | -33.3% |
| 11 | PANW | PALO ALTO NETWORKS INC | Technology | 193,227.0 | $35.6M | 3.60% | NEW | — | $184.21 | +41.5% |
| 12 | CRM | SALESFORCE INC | Technology | 133,036.0 | $35.2M | 3.57% | NEW | — | $264.92 | -32.0% |
| 13 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 6,169.0 | $33.1M | 3.35% | NEW | — | $5360.94 | -97.0% |
| 14 | GOOGL | ALPHABET INC | Communication Services | 90,430.0 | $28.3M | 2.87% | NEW | — | $313.00 | +22.4% |
| 15 | NU | NU HLDGS LTD | Financial Services | 1,688,819.0 | $28.3M | 2.86% | NEW | — | $16.74 | -24.0% |
| 16 | UBER | UBER TECHNOLOGIES INC | Technology | 329,556.0 | $26.9M | 2.73% | NEW | — | $81.71 | -12.1% |
| 17 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 306,113.0 | $25.1M | 2.54% | NEW | — | $82.12 | -47.9% |
| 18 | LLY | ELI LILLY & CO | Healthcare | 22,714.0 | $24.4M | 2.47% | NEW | — | $1074.95 | -0.9% |
| 19 | DXCM | DEXCOM INC | Healthcare | 305,149.0 | $20.3M | 2.05% | NEW | — | $66.37 | +8.6% |
| 20 | SYK | STRYKER CORPORATION | Healthcare | 48,135.0 | $16.9M | 1.71% | NEW | — | $351.51 | -10.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.4%
Communication Services
20.6%
Consumer Cyclical
19.7%
Healthcare
10.4%
Financial Services
9.0%