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Maytech Global Investments, LLC Top Holdings and 13F Report (2024)

About Maytech Global Investments, LLC

Investment Activity

  • Maytech Global Investments, LLC has $965.44 million in total holdings as of March 31, 2024.
  • Maytech Global Investments, LLC owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 6.91% of the portfolio was purchased this quarter.
  • About 2.51% of the portfolio was sold this quarter.
  • This quarter, Maytech Global Investments, LLC has purchased 23 new stocks and bought additional shares in 17 stocks.
  • Maytech Global Investments, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$176,071,249
Meta Platforms
$93,734,403
Amazon.com
$67,861,312
MercadoLibre
$67,371,358
Alphabet
$57,719,666

Largest New Holdings this Quarter

G6683N103 - NU
$19,197,935 Holding
594918104 - Microsoft
$222,906 Holding

Largest Purchases this Quarter

NU
1,433,124 shares (about $19.20M)
Meta Platforms
22,110 shares (about $16.46M)
Alphabet
21,651 shares (about $3.92M)
MercadoLibre
1,107 shares (about $2.84M)
Amazon.com
12,526 shares (about $2.79M)

Largest Sales this Quarter

Apple
55,909 shares (about $11.51M)
NVIDIA
51,791 shares (about $8.35M)
iShares MSCI ACWI ETF
33,552 shares (about $4.36M)
Alphabet
240 shares (about $42.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMaytech Global Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$176,071,249$8,346,198 -4.5%1,092,58218.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$93,734,403$16,460,828 21.3%125,9039.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$67,861,312$2,788,934 4.3%304,7877.0%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$67,371,358$2,843,421 4.4%26,2297.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$57,719,666$3,921,465 7.3%318,6796.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$52,028,290$2,484,864 5.0%51,4035.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$47,266,899$1,666,999 3.7%83,9864.9%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$40,008,811$1,445,355 3.7%201,3794.1%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$39,025,903$2,043,505 5.5%73,6214.0%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$37,313,112$1,963,436 5.6%138,1403.9%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$36,651,147$1,551,705 4.4%6,4013.8%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$33,347,901$11,508,866 -25.7%162,0013.5%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$31,583,244$2,247,945 7.7%342,2823.3%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$30,359,542$1,743,857 6.1%38,8233.1%Computer and Technology
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$30,292,545$1,145,163 3.9%311,7443.1%Computer and Technology
DexCom, Inc. stock logo
DXCM
DexCom
$26,680,673$1,788,097 7.2%310,6312.8%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$26,661,657$1,475,928 5.9%410,2412.8%Medical
Stryker Corporation stock logo
SYK
Stryker
$19,509,439$1,175,439 6.4%49,4112.0%Medical
Nu Holdings Ltd. stock logo
NU
NU
$19,197,935$19,197,935 New Holding1,433,1242.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,100,197$42,295 -0.3%91,3591.7%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$14,490,494$552,625 4.0%188,9501.5%Finance
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$1,601,471$4,360,701 -73.1%12,3220.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$336,1530.0%6920.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$222,906$222,906 New Holding4480.0%Computer and Technology
Tempest Therapeutics, Inc. stock logo
TPST
Tempest Therapeutics
$0$7,380 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data