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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 $900.19 million in total holdings as of March 31, 2024.
  • Maytech Global Investments, LLC owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 6.60% of the portfolio was purchased this quarter.
  • About 8.55% of the portfolio was sold this quarter.
  • This quarter, Maytech Global Investments, LLC has purchased 23 new stocks and bought additional shares in 2 stocks.
  • Maytech Global Investments, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$175,875,745
Alphabet
$96,500,260
ASML
$69,544,107
Amazon.com
$67,137,017
Meta Platforms
$63,796,260

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing
$20,798,786 Holding
05722G100 - Baker Hughes
$13,230,834 Holding

Largest Purchases this Quarter

Booking
139,136 shares (about $24.80M)
Taiwan Semiconductor Manufacturing
43,547 shares (about $20.80M)
Baker Hughes
238,389 shares (about $13.23M)
Vanguard Total World Stock ETF
3,652 shares (about $573.23K)

Largest Sales this Quarter

NVIDIA
53,086 shares (about $10.62M)
Alphabet
17,666 shares (about $6.24M)
ASML
2,420 shares (about $4.82M)
Meta Platforms
6,718 shares (about $3.78M)
Palo Alto Networks
11,019 shares (about $3.76M)

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
$175,875,745$10,622,016 â–¼-5.7%878,98019.5%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$96,500,260$6,242,031 â–¼-6.1%273,11210.7%Communication Services
ASML Holding N.V. stock logo
ASML
ASML
$69,544,107$4,815,082 â–¼-6.5%34,9527.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$67,137,017$3,665,958 â–¼-5.2%281,6827.5%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$63,796,260$3,784,333 â–¼-5.6%113,2527.1%Communication Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$63,412,821$3,757,789 â–¼-5.6%185,9467.0%Technology
Apple Inc. stock logo
AAPL
Apple
$43,081,649$2,110,070 â–¼-4.7%148,8824.8%Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$39,277,804$1,979,595 â–¼-4.8%23,1354.4%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$39,153,953$2,151,621 â–¼-5.2%76,2294.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,964,681$1,356,219 â–¼-4.2%86,6463.4%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$30,915,740$1,695,147 â–¼-5.2%25,7703.4%Healthcare
Booking Holdings Inc. stock logo
BKNG
Booking
$25,907,582$24,800,494 â–²2,240.2%145,3472.9%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$25,626,806$2,364,780 â–¼-8.4%64,4362.8%Healthcare
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$22,583,642$1,578,666 â–¼-6.5%312,9622.5%Industrials
Nu Holdings Ltd. stock logo
NU
NU
$21,218,206$1,259,195 â–¼-5.6%1,588,1872.4%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$20,798,786$20,798,786 â–²New Holding43,5472.3%Technology
DexCom, Inc. stock logo
DXCM
DexCom
$19,071,680$1,103,481 â–¼-5.5%283,1682.1%Healthcare
Stryker Corporation stock logo
SYK
Stryker
$14,958,327$852,674 â–¼-5.4%47,5061.7%Healthcare
Baker Hughes Company stock logo
BKR
Baker Hughes
$13,230,834$13,230,834 â–²New Holding238,3891.5%Energy
CME Group Inc. stock logo
CME
CME Group
$11,288,057$389,137 â–¼-3.3%51,1121.3%Finance
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$5,027,694$1,583,545 â–¼-24.0%32,0290.6%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$819,976$573,230 â–²232.3%5,2240.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$25,179,716 â–¼-100.0%00.0%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$298,062 â–¼-100.0%00.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$209,705 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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