$189 Million is the total value of MayTech Global Investments, LLC's 46 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $19,891,000 | +17.4% | 11,170 | -1.0% | 10.50% | -3.6% |
| MA | Sell | MASTERCARD INCcl a | $14,598,000 | +22.7% | 62,001 | -1.7% | 7.70% | +0.9% |
| CRM | Sell | SALESFORCE COM INC | $12,705,000 | +14.6% | 80,225 | -0.9% | 6.71% | -5.9% |
| FB | Buy | FACEBOOK INCcl a | $12,147,000 | +59.9% | 72,872 | +25.7% | 6.41% | +31.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $11,137,000 | +12.1% | 9,492 | -1.1% | 5.88% | -7.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $10,766,000 | +22.1% | 103,683 | -1.1% | 5.68% | +0.4% |
| MELI | Buy | MERCADOLIBRE INC | $9,553,000 | +79.0% | 18,815 | +3.2% | 5.04% | +47.1% |
| AAPL | Sell | APPLE INC | $9,427,000 | +19.8% | 49,630 | -0.6% | 4.98% | -1.6% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $9,366,000 | +18.0% | 16,415 | -1.0% | 4.94% | -3.0% |
| ILMN | Buy | ILLUMINA INC | $9,310,000 | +6.0% | 29,966 | +2.3% | 4.91% | -12.9% |
| CME | Sell | CME GROUP INC | $9,241,000 | -13.1% | 56,148 | -0.6% | 4.88% | -28.5% |
| NVDA | Buy | NVIDIA CORP | $8,826,000 | +41.9% | 49,155 | +5.5% | 4.66% | +16.6% |
| BKNG | Sell | BOOKING HLDGS INC | $7,111,000 | +0.2% | 4,075 | -1.1% | 3.75% | -17.7% |
| WDAY | Sell | WORKDAY INCcl a | $5,876,000 | +19.7% | 30,471 | -0.9% | 3.10% | -1.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,704,000 | +11.9% | 4,847 | -0.6% | 3.01% | -8.0% |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $5,362,000 | -5.9% | 103,362 | -0.9% | 2.83% | -22.7% |
| DXCM | Buy | DEXCOM INC | $5,292,000 | +0.1% | 44,431 | +0.7% | 2.79% | -17.7% |
| BLUE | Buy | BLUEBIRD BIO INC | $4,749,000 | +765.0% | 30,182 | +445.7% | 2.51% | +610.2% |
| MMYT | Sell | MAKEMYTRIP LIMITED MAURITIUS | $4,372,000 | +12.2% | 158,415 | -1.1% | 2.31% | -7.8% |
| SYK | Buy | STRYKER CORP | $4,004,000 | +26.8% | 20,273 | +0.7% | 2.11% | +4.2% |
| TDOC | New | TELADOC HEALTH INC | $3,560,000 | – | 64,027 | +100.0% | 1.88% | – |
| BIDU | Sell | BAIDU INCspon adr rep a | $2,740,000 | +3.3% | 16,620 | -0.6% | 1.45% | -15.1% |
| WEC | WEC ENERGY GROUP INC | $1,379,000 | +14.3% | 17,432 | 0.0% | 0.73% | -6.1% | |
| AXP | Sell | AMERICAN EXPRESS CO | $969,000 | +13.7% | 8,863 | -0.9% | 0.51% | -6.6% |
| AGG | ISHARES TRcore us aggbd et | $349,000 | +2.3% | 3,200 | 0.0% | 0.18% | -16.0% | |
| LUMN | Sell | CENTURYLINK INC | $245,000 | -79.3% | 20,400 | -73.9% | 0.13% | -83.0% |
| LQD | ISHARES TRiboxx inv cp etf | $131,000 | +5.6% | 1,100 | 0.0% | 0.07% | -13.8% | |
| CELG | Sell | CELGENE CORP | $122,000 | +19.6% | 1,289 | -18.9% | 0.06% | -3.0% |
| BGNE | BEIGENE LTDsponsored adr | $66,000 | -5.7% | 500 | 0.0% | 0.04% | -22.2% | |
| MSFT | MICROSOFT CORP | $62,000 | +17.0% | 525 | 0.0% | 0.03% | -2.9% | |
| XOM | EXXON MOBIL CORP | $51,000 | +18.6% | 629 | 0.0% | 0.03% | -3.6% | |
| NFLX | Sell | NETFLIX INC | $49,000 | +8.9% | 137 | -18.5% | 0.03% | -10.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | $49,000 | +22.5% | 180 | 0.0% | 0.03% | 0.0% | |
| V | VISA INC | $43,000 | +19.4% | 275 | 0.0% | 0.02% | 0.0% | |
| ABBV | ABBVIE INC | $39,000 | -13.3% | 490 | 0.0% | 0.02% | -27.6% | |
| JPM | JPMORGAN CHASE & CO | $38,000 | +2.7% | 375 | 0.0% | 0.02% | -16.7% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $31,000 | +3.3% | 350 | 0.0% | 0.02% | -15.8% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $27,000 | +42.1% | 200 | 0.0% | 0.01% | +16.7% | |
| REGN | REGENERON PHARMACEUTICALS | $27,000 | +12.5% | 65 | 0.0% | 0.01% | -6.7% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $13,000 | +8.3% | 500 | 0.0% | 0.01% | -12.5% | |
| PCRX | PACIRA PHARMACEUTICALS INC | $11,000 | -15.4% | 300 | 0.0% | 0.01% | -25.0% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,000 | +12.5% | 45 | +12.5% | 0.01% | 0.0% |
| PTCT | PTC THERAPEUTICS INC | $5,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INCsponsored adr | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $2,000 | +100.0% | 10 | 0.0% | 0.00% | 0.0% | |
| UUUU | ENERGY FUELS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| JD | Exit | JD COM INCspon adr cl a | $0 | – | -280 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
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.