$206 Million is the total value of MayTech Global Investments, LLC's 46 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $21,957,000 | +17.6% | 10,962 | -0.2% | 10.68% | +2.4% |
| NVDA | Buy | NVIDIA CORP | $14,604,000 | +24.8% | 51,969 | +5.2% | 7.10% | +8.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $14,181,000 | +17.6% | 63,702 | +3.8% | 6.90% | +2.4% |
| CRM | Buy | SALESFORCE COM INC | $12,983,000 | +22.5% | 81,637 | +5.1% | 6.31% | +6.7% |
| FB | Buy | FACEBOOK INCcl a | $11,689,000 | -9.6% | 71,077 | +6.8% | 5.68% | -21.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $11,381,000 | +20.9% | 9,536 | +13.0% | 5.53% | +5.3% |
| AAPL | Buy | APPLE INC | $11,331,000 | +31.0% | 50,193 | +7.4% | 5.51% | +14.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $11,309,000 | -4.6% | 68,638 | +7.4% | 5.50% | -16.9% |
| ILMN | Buy | ILLUMINA INC | $10,794,000 | +39.7% | 29,406 | +6.3% | 5.25% | +21.7% |
| CME | Buy | CME GROUP INC | $9,560,000 | +16.4% | 56,164 | +12.1% | 4.65% | +1.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $9,532,000 | +30.3% | 16,606 | +8.7% | 4.64% | +13.5% |
| BKNG | Buy | BOOKING HLDGS INC | $8,210,000 | +5.1% | 4,138 | +7.4% | 3.99% | -8.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,662,000 | +12.0% | 87,224 | +6.1% | 3.72% | -2.5% |
| MELI | Buy | MERCADOLIBRE INC | $7,278,000 | +20.8% | 21,376 | +6.0% | 3.54% | +5.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,040,000 | +28.0% | 5,004 | +19.7% | 2.94% | +11.5% |
| DXCM | New | DEXCOM INC | $6,001,000 | – | 41,952 | +100.0% | 2.92% | – |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $5,773,000 | -3.6% | 104,369 | +12.3% | 2.81% | -16.0% |
| BIDU | Buy | BAIDU INCspon adr rep a | $4,858,000 | +12.2% | 21,242 | +19.2% | 2.36% | -2.3% |
| WDAY | Buy | WORKDAY INCcl a | $4,502,000 | +26.1% | 30,839 | +4.7% | 2.19% | +9.9% |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $3,846,000 | -15.9% | 140,123 | +10.7% | 1.87% | -26.8% |
| BLUE | Buy | BLUEBIRD BIO INC | $3,835,000 | +8.6% | 26,266 | +16.7% | 1.86% | -5.4% |
| SYK | Buy | STRYKER CORP | $3,584,000 | +14.8% | 20,173 | +9.1% | 1.74% | 0.0% |
| LUMN | Sell | CENTURYLINK INC | $1,701,000 | -67.1% | 80,246 | -71.1% | 0.83% | -71.3% |
| WEC | Sell | WEC ENERGY GROUP INC | $1,164,000 | +2.3% | 17,432 | -0.9% | 0.57% | -10.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $952,000 | -58.1% | 8,941 | -61.5% | 0.46% | -63.5% |
| CELG | Sell | CELGENE CORP | $142,000 | +11.8% | 1,589 | -1.0% | 0.07% | -2.8% |
| AGG | ISHARES TRcore us aggbd et | $127,000 | -0.8% | 1,200 | 0.0% | 0.06% | -12.7% | |
| LQD | ISHARES TRiboxx inv cp etf | $126,000 | 0.0% | 1,100 | 0.0% | 0.06% | -12.9% | |
| BGNE | Buy | BEIGENE LTDsponsored adr | $86,000 | +87.0% | 500 | +66.7% | 0.04% | +61.5% |
| NFLX | NETFLIX INC | $69,000 | -4.2% | 185 | 0.0% | 0.03% | -15.0% | |
| MSFT | Sell | MICROSOFT CORP | $60,000 | -23.1% | 525 | -33.6% | 0.03% | -34.1% |
| XOM | Sell | EXXON MOBIL CORP | $53,000 | -39.8% | 629 | -40.9% | 0.03% | -46.9% |
| ABBV | ABBVIE INC | $46,000 | +2.2% | 490 | 0.0% | 0.02% | -12.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $44,000 | +18.9% | 180 | 0.0% | 0.02% | 0.0% | |
| JPM | JPMORGAN CHASE & CO | $42,000 | +7.7% | 375 | 0.0% | 0.02% | -9.1% | |
| V | VISA INC | $41,000 | +13.9% | 275 | 0.0% | 0.02% | 0.0% | |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $34,000 | – | 350 | +100.0% | 0.02% | – |
| ALXN | ALEXION PHARMACEUTICALS INC | $28,000 | +12.0% | 200 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $14,000 | +7.7% | 500 | 0.0% | 0.01% | 0.0% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $9,000 | – | 40 | +100.0% | 0.00% | – |
| JD | JD COM INCspon adr cl a | $7,000 | -36.4% | 280 | 0.0% | 0.00% | -50.0% | |
| CTRP | CTRIP COM INTL LTD | $4,000 | -20.0% | 108 | 0.0% | 0.00% | -33.3% | |
| ADRA | INVESCO BLDRS INDEX FDS TRasia 50adr idx | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $2,000 | +100.0% | 4 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INCsponsored adr | $1,000 | 0.0% | 4 | 0.0% | 0.00% | -100.0% | |
| UUUU | ENERGY FUELS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -25 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -207 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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.