MayTech Global Investments, LLC
CIK 1731134
13F filing for Q2 2026・No. 2,754
- Holdings
- US$900.19M
- Quarter change
- +US$80.36M
- Entries
- 22
- Net bought (estimate)
- −US$44.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 3
- Cut 19
- Added 1
- Corporate actions 0
- Unchanged 0
Largest holdings
22 stocks worth US$900.19M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 878,980 | US$175.88M | 19.54% |
| GOOGALPHABET INCCAP STK CL C | Cut | 273,112 | US$96.5M | 10.72% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 34,952 | US$69.54M | 7.73% |
| AMZNAmazonCOM | Cut | 281,682 | US$67.14M | 7.46% |
| METAMetaCL A | Cut | 113,252 | US$63.8M | 7.09% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 185,946 | US$63.41M | 7.04% |
| AAPLAppleCOM | Cut | 148,882 | US$43.08M | 4.79% |
| MELIMERCADOLIBRE INCCOM | Cut | 23,135 | US$39.28M | 4.36% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 76,229 | US$39.15M | 4.35% |
| GOOGLAlphabetCAP STK CL A | Cut | 86,646 | US$30.96M | 3.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.