$505 Million is the total value of MayTech Global Investments, LLC's 33 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 23.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | Buy | NVIDIA CORPORATION | $64,927,252 | +72.5% | 153,485 | +13.2% | 12.86% | +24.3% |
| FB | Buy | META PLATFORMS INCcl a | $53,122,656 | +87.9% | 185,109 | +38.8% | 10.53% | +35.4% |
| AAPL | Buy | APPLE INC | $38,175,071 | +34.0% | 196,808 | +14.0% | 7.56% | -3.4% |
| AMZN | Buy | AMAZON COM INC | $32,768,921 | +44.8% | 251,373 | +14.7% | 6.49% | +4.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $30,786,745 | +37.6% | 254,499 | +18.3% | 6.10% | -0.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $29,851,666 | +24.5% | 75,901 | +15.0% | 5.92% | -10.3% |
| MELI | Buy | MERCADOLIBRE INC | $25,128,694 | +4.2% | 21,213 | +15.9% | 4.98% | -24.9% |
| CRM | Buy | SALESFORCE INC | $24,235,448 | +22.8% | 114,719 | +16.1% | 4.80% | -11.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $20,089,563 | +54.8% | 78,625 | +21.0% | 3.98% | +11.6% |
| PXD | Buy | PIONEER NAT RES CO | $20,055,977 | +17.4% | 96,805 | +15.8% | 3.97% | -15.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $19,873,521 | +18.2% | 122,804 | +16.2% | 3.94% | -14.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $19,728,415 | +57.9% | 57,696 | +17.9% | 3.91% | +13.8% |
| NOW | Buy | SERVICENOW INC | $19,425,457 | +40.1% | 34,567 | +15.9% | 3.85% | +1.0% |
| DXCM | Buy | DEXCOM INC | $17,165,793 | +27.0% | 133,576 | +14.8% | 3.40% | -8.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $13,777,034 | +4.3% | 206,459 | +18.7% | 2.73% | -24.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $13,702,373 | +19.6% | 5,074 | +17.5% | 2.72% | -13.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $12,176,961 | +21.6% | 101,729 | +5.4% | 2.41% | -12.4% |
| SE | Buy | SEA LTDsponsord ads | $11,121,929 | -6.9% | 191,625 | +38.8% | 2.20% | -32.9% |
| SYK | Buy | STRYKER CORPORATION | $9,797,660 | +19.9% | 32,114 | +12.2% | 1.94% | -13.6% |
| ASML | New | ASML HOLDING N V | $9,231,287 | – | 12,737 | +100.0% | 1.83% | – |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $5,223,474 | +30.0% | 193,605 | +17.9% | 1.04% | -6.2% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $3,272,000 | – | 50,000 | +100.0% | 0.65% | – |
| New | EISAI CO LTD ADRsponsord ads | $2,360,232 | – | 139,495 | +100.0% | 0.47% | – | |
| WMMVY | Buy | WAL-MART DE MEXICO SA SPON ADRsponsord ads | $1,824,684 | +7.6% | 46,251 | +8.6% | 0.36% | -22.3% |
| WEC | New | WEC ENERGY GROUP INC | $1,538,200 | – | 17,432 | +100.0% | 0.30% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $1,381,324 | – | 9,716 | +100.0% | 0.27% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,259,017 | -9.0% | 2,824 | -16.1% | 0.25% | -34.5% |
| MAA | MID-AMER APT CMNTYS INC | $675,018 | +0.5% | 4,445 | 0.0% | 0.13% | -27.6% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $539,462 | +10.4% | 1,582 | 0.0% | 0.11% | -20.1% | |
| AXP | AMERICAN EXPRESS CO | $493,334 | +5.6% | 2,832 | 0.0% | 0.10% | -23.4% | |
| KR | KROGER CO | $376,000 | -4.8% | 8,000 | 0.0% | 0.08% | -31.2% | |
| KO | COCA COLA CO | $348,674 | -2.9% | 5,790 | 0.0% | 0.07% | -30.3% | |
| TTE | TOTALENERGIES SEsponsored ads | $263,530 | -2.4% | 4,572 | 0.0% | 0.05% | -29.7% | |
| ACWI | Exit | ISHARES MSCI ACWI ETFetf | $0 | – | -1,211 | -100.0% | -0.03% | – |
| RDY | Exit | DR REDDYS LABS LTDadr | $0 | – | -91,041 | -100.0% | -1.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.