$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 5.3% .
| 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% |
| 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% |
| 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% |
| CME | Sell | CME GROUP INC | $9,241,000 | -13.1% | 56,148 | -0.6% | 4.88% | -28.5% |
| 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% |
| MMYT | Sell | MAKEMYTRIP LIMITED MAURITIUS | $4,372,000 | +12.2% | 158,415 | -1.1% | 2.31% | -7.8% |
| BIDU | Sell | BAIDU INCspon adr rep a | $2,740,000 | +3.3% | 16,620 | -0.6% | 1.45% | -15.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $969,000 | +13.7% | 8,863 | -0.9% | 0.51% | -6.6% |
| LUMN | Sell | CENTURYLINK INC | $245,000 | -79.3% | 20,400 | -73.9% | 0.13% | -83.0% |
| CELG | Sell | CELGENE CORP | $122,000 | +19.6% | 1,289 | -18.9% | 0.06% | -3.0% |
| NFLX | Sell | NETFLIX INC | $49,000 | +8.9% | 137 | -18.5% | 0.03% | -10.3% |
| 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 | 2024-05-14 |
| 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 |
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.