$430 Million is the total value of MayTech Global Investments, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | Sell | NVIDIA CORPORATION | $57,069,897 | -12.1% | 131,198 | -14.5% | 13.28% | +3.3% |
| FB | Sell | META PLATFORMS INCcl a | $39,805,744 | -25.1% | 132,593 | -28.4% | 9.27% | -12.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $27,689,975 | -10.1% | 210,011 | -17.5% | 6.44% | +5.7% |
| AMZN | Sell | AMAZON COM INC | $27,499,483 | -16.1% | 216,327 | -13.9% | 6.40% | -1.4% |
| AAPL | Sell | APPLE INC | $27,441,802 | -28.1% | 160,282 | -18.6% | 6.39% | -15.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $25,198,768 | -15.6% | 63,648 | -16.1% | 5.86% | -0.8% |
| MELI | Sell | MERCADOLIBRE INC | $23,550,869 | -6.3% | 18,575 | -12.4% | 5.48% | +10.1% |
| CRM | Sell | SALESFORCE INC | $20,192,556 | -16.7% | 99,579 | -13.2% | 4.70% | -2.1% |
| NVO | Buy | NOVO-NORDISK A Sadr | $19,656,564 | -1.1% | 216,149 | +76.0% | 4.58% | +16.2% |
| PXD | Sell | PIONEER NAT RES CO | $18,499,339 | -7.8% | 80,590 | -16.8% | 4.31% | +8.4% |
| NOW | Sell | SERVICENOW INC | $17,133,623 | -11.8% | 30,653 | -11.3% | 3.99% | +3.6% |
| ASML | Buy | ASML HOLDING N V | $15,708,556 | +70.2% | 26,685 | +109.5% | 3.66% | +99.9% |
| PANW | Sell | PALO ALTO NETWORKS INC | $15,395,453 | -23.4% | 65,669 | -16.5% | 3.58% | -10.0% |
| DXCM | Buy | DEXCOM INC | $15,086,702 | -12.1% | 161,701 | +21.1% | 3.51% | +3.3% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $14,727,752 | -25.3% | 50,387 | -12.7% | 3.43% | -12.3% |
| BKNG | Sell | BOOKING HOLDINGS INC | $13,870,022 | +1.2% | 4,497 | -11.4% | 3.23% | +18.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,991,225 | -1.5% | 91,634 | -9.9% | 2.79% | +15.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $10,708,016 | -22.3% | 183,168 | -11.3% | 2.49% | -8.7% |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $9,457,458 | +81.1% | 233,402 | +20.6% | 2.20% | +112.7% |
| SYK | Sell | STRYKER CORPORATION | $8,079,961 | -17.5% | 29,568 | -7.9% | 1.88% | -3.1% |
| HDB | New | HDFC BANK LTDsponsored ads | $7,649,208 | – | 129,626 | +100.0% | 1.78% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,075,613 | -14.6% | 2,505 | -11.3% | 0.25% | +0.4% |
| MAA | MID-AMER APT CMNTYS INC | $571,849 | -15.3% | 4,445 | 0.0% | 0.13% | -0.7% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $526,851 | -2.3% | 1,504 | -4.9% | 0.12% | +15.0% |
| KR | KROGER CO | $358,000 | -4.8% | 8,000 | 0.0% | 0.08% | +10.7% | |
| KO | COCA COLA CO | $324,124 | -7.0% | 5,790 | 0.0% | 0.08% | +8.7% | |
| TTE | TOTALENERGIES SEsponsored ads | $300,655 | +14.1% | 4,572 | 0.0% | 0.07% | +34.6% | |
| ACWI | New | ISHARES MSCI ACWI ETFetf | $41,342 | – | 448 | +100.0% | 0.01% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,832 | -100.0% | -0.10% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -9,716 | -100.0% | -0.27% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -17,432 | -100.0% | -0.30% | – |
| WMMVY | Exit | WAL-MART DE MEXICO SA SPON ADRsponsord ads | $0 | – | -46,251 | -100.0% | -0.36% | – |
| Exit | EISAI CO LTD ADRsponsord ads | $0 | – | -139,495 | -100.0% | -0.47% | – | |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -50,000 | -100.0% | -0.65% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -191,625 | -100.0% | -2.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-12-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 24 | Q3 2023 | 12.3% |
| NVIDIA CORPORATION | 24 | Q3 2023 | 13.3% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 7.9% |
| ALPHABET INC | 24 | Q3 2023 | 7.5% |
| SALESFORCE INC | 24 | Q3 2023 | 7.1% |
| PAYPAL HLDGS INC | 24 | Q3 2023 | 6.7% |
| INTUITIVE SURGICAL INC | 24 | Q3 2023 | 5.1% |
| ALPHABET INC | 24 | Q3 2023 | 3.7% |
| STRYKER CORPORATION | 24 | Q3 2023 | 2.3% |
| AMAZON COM INC | 23 | Q3 2023 | 10.9% |
View MayTech Global Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR/A | 2023-12-22 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR/A | 2022-02-23 |
View MayTech Global Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.