MayTech Global Investments, LLC reported 20 positions worth $894.34M for the quarter ended Jun 30, 2026, up 9.9% on the prior quarter. It opened 2 new positions, added to 0, trimmed 18 and exited 2. Its largest holding is Nvidia Corp at 19.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOW ServiceNow, Inc. | -240.8K | -100.0% | $25.18M | Exited |
| NVDA Nvidia Corp | -53.1K | -5.7% | $10.62M | 19.67% |
| GOOG Alphabet Inc. | -17.7K | -6.1% | $6.24M | 10.79% |
| ASML Asml Holding Nv | -2,420 | -6.5% | $4.82M | 7.78% |
| META Meta Platforms, Inc. | -6,718 | -5.6% | $3.78M | 7.13% |
| PANW Palo Alto Networks Inc | -11.0K | -5.6% | $3.76M | 7.09% |
| AMZN Amazon Com Inc | -15.4K | -5.2% | $3.67M | 7.51% |
| ISRG Intuitive Surgical Inc | -5,946 | -8.4% | $2.36M | 2.87% |
| MA Mastercard Inc | -4,189 | -5.2% | $2.15M | 4.38% |
| AAPL Apple Inc. | -7,292 | -4.7% | $2.11M | 4.82% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 879.0K | $175.88M | 19.67% | -53.1K | -5.7% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 273.1K | $96.50M | 10.79% | -17.7K | -6.1% | Reduced | 0% |
| 3 | ASML Asml Holding Nv | Technology | 35.0K | $69.54M | 7.78% | -2,420 | -6.5% | Reduced | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 281.7K | $67.14M | 7.51% | -15.4K | -5.2% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 113.3K | $63.80M | 7.13% | -6,718 | -5.6% | Reduced | 0% |
| 6 | PANW Palo Alto Networks Inc | Technology | 185.9K | $63.41M | 7.09% | -11.0K | -5.6% | Reduced | 0.02% |
| 7 | AAPL Apple Inc. | Technology | 148.9K | $43.08M | 4.82% | -7,292 | -4.7% | Reduced | 0% |
| 8 | MELI Mercadolibre Inc | Technology | 23.1K | $39.28M | 4.39% | -1,166 | -4.8% | Reduced | 0.05% |
| 9 | MA Mastercard Inc | Financial Services | 76.2K | $39.15M | 4.38% | -4,189 | -5.2% | Reduced | 0.01% |
| 10 | GOOGL Alphabet Inc. | Technology | 86.6K | $30.96M | 3.46% | -3,795 | -4.2% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 25.8K | $30.92M | 3.46% | -1,413 | -5.2% | Reduced | 0% |
| 12 | BKNG Booking Holdings Inc. | Technology | 145.3K | $25.91M | 2.9% | -9,928 | -6.4% | Reduced | 0.02% |
| 13 | ISRG Intuitive Surgical Inc | Healthcare | 64.4K | $25.63M | 2.87% | -5,946 | -8.4% | Reduced | 0.02% |
| 14 | UBER Uber Technologies, Inc | Technology | 313.0K | $22.58M | 2.53% | -21.9K | -6.5% | Reduced | 0.02% |
| 15 | NU Nu Holdings Ltd. | Financial Services | 1.59M | $21.22M | 2.37% | -94.3K | -5.6% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at MayTech Global Investments.
As of its Q2 2026 13F filing, MayTech Global Investments, LLC’s five largest positions were Nvidia Corp (NVDA) at 19.7%, Alphabet Inc. (GOOG) at 10.8%, Asml Holding Nv (ASML) at 7.8%, Amazon Com Inc (AMZN) at 7.5%, Meta Platforms, Inc. (META) at 7.1% of the reported portfolio.
MayTech Global Investments, LLC reported a 13F portfolio worth $894.34M across 20 positions for Q2 2026. That is up 9.9% from the previous quarter.
Its largest purchases by value were Taiwan Semiconductor Manufacturing Co Ltd ($20.80M), Baker Hughes Co ($13.23M). It opened 2 new positions.
Its largest sales by value were ServiceNow, Inc. ($25.18M), Nvidia Corp ($10.62M), Alphabet Inc. ($6.24M). It exited 2 positions entirely.
From the Form 13F-HR reports MayTech Global Investments, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.